Last Revised Date: June 25, 2018 1

Revenue Reports

REVENUE REPORTS – TABLE OF CONTENTS Revenue Reports ......................................................................................................................................... 2

Giving Detail Report ................................................................................................................................................. 2

Giving List Report ..................................................................................................................................................... 4

Giving List Mode ................................................................................................................................................ 4

Summary Section ............................................................................................................................................... 5

Filters ................................................................................................................................................................. 6

Giving List ........................................................................................................................................................... 6

Sample Criteria Lists........................................................................................................................................... 7

Video of Giving List Report ................................................................................................................................ 7

New Activity Reports Suite .......................................................................................................................... 8

New Activity By Category ......................................................................................................................................... 9

New Activity By Site ................................................................................................................................................ 10

New Activity By Purpose ........................................................................................................................................ 11

New Activity By Constituency ................................................................................................................................. 12

Advancement Results vs Goals – By Site ................................................................................................................ 14

New Activity Transactions ...................................................................................................................................... 16

Last Revised Date: June 25, 2018 2

Revenue Reports

REVENUE REPORTS Revenue Reports are used to monitor and capture up to date information from a financial position. You can view summary reports for all revenue or view information for specific revenue types. Depending on your access and permissions, there are several reports that can be used pertaining to your role.

You can access the Revenue Reports by going to the Analysis Functional Area, from the Reports Feature Group, go to Revenue Reports

Giving Detail Report The Giving Detail Report provides information about constituent giving during a time period you define. This report includes totals of revenue received within the date range for each designation or constituent record.

This report counts payments made towards a designation, such as donations and pledge and recurring gifts payments.

To View the Giving Details Report:

1. Click Include and select the records to include.

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Revenue Reports

All records – will include all records Select records – if a selection was provided you can search for the selection Specific record – search for the individual record you wish to include in this report

2. Enter the date range for which to view the detailed revenue information

3. Once you have entered all the criteria you wish to include in the report, click on View Report

Here is a sample of an output of the results. Notice you can filter by the column headings.

The Amount are donations such as pledges and recurring gift payments. The Balance are any outstanding commitments (pledge balance) or matching gift claims (Note: recurring gift balances are not included in the balance)

At the end of the report, the Grand total is available of the entire amount given.

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Revenue Reports

Giving List Report This Report is a flexible look that allows you to view revenue and other related information in many different way to suit your needs.

Giving List Mode

The results of the Giving List can be categorized into 2 different modes:

Revenue mode– All giving and gift types based on the primary donor (money in the door)

Recognition mode– All recognition. When no filters are made in this mode, every single gift By using the Recognition type filter, you can choose any of the various recognition types:

Corporate Family Foundation Matching Gift Self Spouse TeamRaiser Event TeamRaiser Event Spouse Vet Clinic payment on behalf of

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Revenue Reports

Summary Section

This is an overview of the Revenue received based on the data and criteria you set in your filters. You can click on the Summary Information to select the information to include (top performers by month, amount raised, amount received)

Amount raised – will include the following:

Amount received – will include the following:

You can click on both of these sections to view how each option is configured and the types of commitments and payments that are included. Only a system administrator can modify these options globally.

Note: The number of unique donors, first time donors and repeat donors includes actual revenue and not recognition credit

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Revenue Reports

Filters

This area is the summary of the filters that are currently set on in the Giving List area. Based on what is selected on the filters, the criteria is shown here for quick viewing and can be easily taken off. Any column that contains a filter, the icon will be green.

Giving List

The actual Giving List – includes all transactions according to the filters set on the list itself. (Not to be mistaken with the setting selected in the Summary section).

At the top of the Giving List results is the last Updated time. Note that this time stamp is when a gift has been processed in Cannon from the Revenue team.

Columns – you can add and remove columns for more filtering options (eg. Prospect Manager or inbound channel)

Each column can be filtered specifically. As each filter is applied, the filters area above will note the criteria and can be cleared

Note: you can export this list to excel, but it will only include the grid information and not the summary information above.

Results will also identify records that are anonymous, first time donors and split transactions.

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Revenue Reports

Sample Criteria Lists

Sample 1: A list of all first time donors who have given to Ontario Veterinary College (note: this specific example does not include the departments under OVC; it just specific to the College/Area)

Sample 2: All gifts over $500K within 5 years

Sample 3: All records with the Alumnus constituency currently living in BC and given in the past year. (Notice the transaction type lists ALL Payment types which you can filter as well)

Video of Giving List Report

Click here for a video summary of the Giving List Report.

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New Activity Reports Suite

NEW ACTIVITY REPORTS SUITE This suite is a collection of reports that use data from the Data Warehouse. (The Data Warehouse is a system that enables complex reporting and analysis on a periodically refreshed copy of Cannon’s source database.) Note that the data in the Data Warehouse is updated nightly.

‘New Activity’ is defined with the following criteria:

Pledge amounts where Revenue category = Major (Less any written off portions)

Pledge amounts where Revenue category = Leadership AND Pledge date is PRIOR TO/BEFORE (and not including) July 1, 2014 (less any written off portions)

Pledge amounts where category = Sponsorship AND pledge value is greater than or equal to $25, 000

A few specific Planned Gifts added as exceptions

All gift PAYMENTS not applied in criteria above (including Revenue category of Annual, Vet Portal, Planned Gift)

Common behavior among all the reports:

• Each report displays New Activity (defined above) summary totals broken down by Fiscal Year between the start date and end date

• Reports can be run based on Report Type = Full Year or Comparative YTD

o Full Year – returns a summary of ALL new activity transactions between start date and end date

o Comparative YTD – returns a summary of all new activity transactions for the equivalent start/end date of each fiscal year within the total period.

Example Comparative YTD:

Results: May 26 – December 21 for the following years:

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New Activity Reports Suite

• Each report in the suite, based on the same report type and start/end dates will provide the same output but filtered differently. These reports are:

New Activity By Category Grouped by Revenue Category, this report returns New Activity totals broken down by Fiscal Year.

Categories are as follows:

Annual Includes all New Activity transactions where Revenue Category code = Annual and Leadership and Vet Portal

Major Includes all New Activity transactions where Revenue Category code = Major

Planned Includes all New Activity transactions where Revenue Category code = Planned

Sponsorship Includes all New Activity transactions where Revenue Category code = Sponsorship

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New Activity Reports Suite

NOTE: The Total includes unassigned Category amounts and will vary due to nightly updates to the data warehouse that is not listed in this report.

New Activity By Site Grouped by Site Groupings, this report returns New Activity totals broken down by Fiscal Year.

Site Groups – in order to run this report, you need to identify which fiscal year’s site groupings to use (these site groups are defined by the administrator for each year – refer to New Activity Suite Administration training material). This allows you to compares results across time periods using the comparable site groupings based on the fiscal year entered.

If no sites are assigned to groups for the fiscal year, all Revenue will appear in an ‘uncategorized’ row.

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New Activity Reports Suite

New Activity By Purpose Grouped by the Purpose Category code, this report returns New Activity totals broken down by Fiscal Year.

The Purpose Categories are listed as follows:

• Facilities & Supplies

• Faculty Positions

• Other Restricted

• Research

• Student Support

• Teaching & Learning Support

• Unrestricted

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New Activity Reports Suite

NOTE: Total includes unassigned Category amounts and will vary due to nightly updates to the data warehouse that is not listed in this report.

New Activity By Constituency Grouped by Constituency Levels, this report returns New Activity totals broken down by Fiscal Year. Note: Constituency groupings are based on the donor’s TOP CONSTITUENCY at the time of the transaction

Constituency Groups are defined by the following:

Alumnus Alumnus, Associate Alumni

Businesses, Associations, Foundations

Foundation, Government, Association, Corporation

Campus Community Board of Governors, Board of Trustees, Faculty and Staff, Staff, UofG Retiree

Parents Parent of Current Student, Parent of Alumnus

Students Student, Current Student

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New Activity Reports Suite

Vet Clinic Vet Clinic

Friends Donor, Event registrant, Former Board of Governors, Former Board of Trustees, Loyal donor, major donor, Prospect INCLUDES all constituencies that are NOT noted above.

Example constituency scenario: If a student makes a gift in 2015-16 (to the Engineering Fund), top constituency at that time is Student and subsequently becomes an alumni in June 2017 where top constituency changes to Alumnus, the constituency affiliated with the gift will remain Student. (Gifts received from that constituent ON or AFTER June 2017 will have the constituency Alumnus)

The results of this report are grouped by Revenue Category with Constituency groupings for each Category. The total amount (with a link to the New Activity Transactions Report for each transaction) and the # of donors for each grouping within that year are displayed.

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New Activity Reports Suite

Advancement Results vs Goals – By Site Broken down by Site Groupings, this report returns New Activity totals compared against established Goals. Results are then further broken down by the following:

• Revenue Category Code

• Payment Method Groupings

o Raised to Date – Cash: Includes all NON-GIK payments and Pledges

o Raised to Date – GIK: Includes all payments included where payment method in (Property, Gift in Kind)

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New Activity Reports Suite

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New Activity Reports Suite

New Activity Transactions Based on the criteria of the New Activity (noted above), this report provides an itemized list of all the transactions based on the filters defined.

Similar to other list builders in Cannon, this report has the option to be exported to excel for further data analysis and can also be filtered by column and a preview of what columns you would like to see.

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New Activity Reports Suite