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.
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.
School/Unit Giving Designation Filter
Located at the top of the page, you will find a School/Unit Giving Designation drop-down. This allows you to filter the results to include only the 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 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 Expand/Collapse arrow button at the upper right of each viewport.
Export Viewports
Each Viewport in the Operating Reports tab is exportable as an Excel file. Just click on the disk 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. 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: