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- Stewardship Reports in BO
The query is designed to pull donors to be acknowledged in Honor Rolls or on Donor Walls. This report pulls all donors (individuals and organizations) with recognition credit of $X or more to a user-specific SCU/VP Area/Campus/Department ID/Designation within a specific timeframe.
Please note: since this report is recognition-based, no giving should be summed across constituents, as gifts will be double-counted (e.g., if a constituent gives through a foundation, both the constituent and the fou
- Knowledge Base
- Reporting Help
- Stewardship Reports in BO
This article explains the Funds Created Since Date report.
- Knowledge Base
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- Stewardship Reports in BO
This report is designed to pull active stewardship plans by Plan Name Pattern or Site Rollup. Users can use a search pattern (e.g., %ULIB%) to find plan names that include that particular pattern