Advancement Performance
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Donor Financial Statement
The Donor Financial Statement is perfect for sending donors a record of their giving. While not suitable for tax purposes, it is branded and formatted and you can select specific campaigns, timeframes, and giving designations or include all giving for a single donor or a group of donors. In Advancement Performance (AP), go to UVA Public > Giving folder, then Click "Donor Financial Statement" to open the report selection page. Select your desired report format. Enter your report selection criteria. You can select a Clipboard List or enter a single or group of Advance Entity ID numbers in the 10-digit format. Scroll to the bottom, then click the Finish button.
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How to View the Deceased List On-Demand
The Deceased Report contains basic information on individuals marked "Deceased" in Advance. Follow these step-by-step instructions to run the report: Login to the Advancement Performance production environment using your NetBadge username and password. Please open a ticket with the Advancement Help Desk if you do not have an AP or account or have trouble with your login. Click on Public Folders UVa Public > Biographic > Deceased Report. Input the number of days back or the date range for the data you want to receive. Click the Finish button at the bottom to run the report. The report will automatically download as an Excel file. Save the report to your desired location.
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Turn off Cognos 11 Welcome Banner
Turn off Cognos 11 Welcome Banner Date: December 8, 2022 Author: Jordan Williams Source: Tango 1. Sign into Cognos 2. Click on Profile icon 3. Click on Profile and settings 4. Click on Settings 5. Toggle the Welcome banner off 6. When the toggle is off, it will appear gray. The Welcome banner will no longer appear on login This Workflow was created with Tango.
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Search and Run a Report in Cognos 11
Search and Run a Report in Cognos 11 Date: December 5, 2022 Author: Jordan Williams Source: Tango 1. Log into Cognos 2. Type in your key words 3. Click on Action menu 4. Click on Run as 5. Select your options. If your report requires prompts, make sure "Prompt me" is toggled on (it should appear green). 6. Click on Run This Workflow was created with Tango.
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Rerun a Report with New Prompts in Cognos 11
After running a report, using the play button on the top left. In the submenu will be an option Reset prompts and run. This will take you back to the prompts screen to run the report again. This is helpful if you have to run a report in a variety of configurations.
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Have Advancement Performance Reports Delivered to you via Email