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

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School/Unit Giving Designation Filter

Located at the top of the page within the Tab you will find a drop down called School/Unity Giving Designation drop-down. This allows you to filter the results to include only the selected School/Unit Giving Designations you would like to see. The "No School/Unit" option at the end of the list includes transactions where no school/unit giving designation was provided.

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Also located at the top of the Tab is a drop down called page is the Primary Relationship Type drop-down.   This allows you to see results only from the entities associated with the Primary Relationship Types selected in the filter. Primary Relationship Type is provided by your institution in the nightly feed. Some entities may have multiple relationship types (e.g. "Parent" and "Alumna"), but your institution chooses one Primary Relationship Type for each entity. The "No Relationship Type" option at the end of the list includes donors where no Primary Relationship Type was provided.

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To change which Viewports that appear in the Operating Reports, click the icon on the right side of the Viewport bar to open the Viewport Administration menu. Use the check box on each Viewport in the menu to choose which are displayed and which are hidden. You can also use the menu to rearrange the Viewports to the desired order by dragging the boxes up or down.

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