Page History
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.
You can also choose the measurement and period for all of the Viewports.
Each Viewport contains two columns
Period Drop Down
Located at the top of the page within the tab, the Period drop down allows you to switch between Fiscal Year, Fiscal Year to Date, Calendar Year, and Calendar Year to Date. When you switch the period, all Viewports on the page will reload based on that period.
Measurement Drop Down
Located at the top of the page within the tab, the Measurement drop down allows you to switch the measurement between Cash, Commitment, and Pledge. The Cash measurement includes all gifts and pledge payments and is useful for assessing what your fundraising efforts are bringing in the door. The Commitment measurement includes all gifts and pledges and is useful in assessing the long-term value being generated by your fundraising efforts. The Pledge includes only pledges. When you switch the measurement, all of the Viewports on the page will reload based on that measurement.
School/Unit Giving Designation Filter
Located at the top of page within the pageTab, you will find a drop down called School/Unit 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.
Primary Relationship Type Filter
Also located at the top of the page, is the Tab is a drop down called 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.
Collapsible Viewports
Each Viewport in the Operating Reports tab is collapsible. You can expand or collapse individual Viewports by clicking on the Viewport bar. You can expand or collapse all Viewports by clicking the Expand All / Collapse All button Minimize arrow button in the gear icon at the upper right of the page.each viewport.
Export Viewports
Each Viewport in the Operating Reports tab is exportable as an Excel file. Just click on "Excel (Table Only) from the gear icon at the top right of each viewport.
Viewport Administration
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"+ VIEWPORTS" button at the top of the page. 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.
Please review the following sections for more information on the Viewports in this tab:
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