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The Operating Reports tab, located in the Advancement layer, provides trending information and up-to-date figures on the key performance indicators of your total organization's fundraising efforts.

The Operating Reports also allow you to dissect your institution'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.

The Overall Performance Summary viewport will be automatically opened when you first visit the Operating Reports Tab. From there, you can open additional Viewports or change any of the drop downs within the tab. The next time you visit this tab, it will automatically open the tables with the settings you've selected on your most recent visit. However, based on your security settings, you may need to reestablish your preferences on this page.

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Each Viewport contains two columns called Unit Change and % Unit Change.   Unit Change calculates the numeric change of the measured values (e.g. donors, dollars, etc.) in the two most recent time periods displayed.   The % Unit Change column also calculates the change between the two most recent time periods displayed in the report on a percentage basis.

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


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School/Unit Giving Designation Filter

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