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The Operating Reports tab tab, located in the Advancement layer, lets you dissect your instituioninstitution's fundraising performance by your the various school/units and constituent groups. In this tab, you can set the context of all underlying Viewports based on specific school/unit giving designations and primary relationship types.

Only the Overall Performance Summary Viewport will be open when you first visit the Operating Reports Tab. However, if you open additional Viewports or change any of the drop downs within the Tab, then the next time you visit this Tab, it will automatically bring up open the tables with the settings you've selected on your most recent visit.   This is done by using cookies that are stored on your browser. So, so if you use a different device or delete your cookies, you will need to reestablish your preferences on this page.

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Throughout all the Viewports you will notice that the donor counts in the reports are links.  You can click on any of the donor links to drill into the detail and view who the donor list.

School/Unit Giving Designation Filter

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