Examples

How to find information you need in the Gift Accumulation Dashboard

Find the funds in your unit that have no restrictions beyond purpose

Select your unit on the Initial Inputs tab. On either report, uncheck all of the boxes in the Restricted Beyond Purpose section except No restrictions/preferences.

Restricted Beyond Purpose checkboxes

Find your unit's most accumulated purpose

Select your unit on the Initial Inputs tab and go to the summary report, Fund Accumulation and Purpose. The Funds by Purpose . . . chart shows the purpose in descending order starting from the left. The first box is the purpose with the most accumulated funds.

Determine which L4 is holding the most accumulation

Select your division on the Initial Inputs tab and go to the summary report, Fund Accumulation and Purpose. The Fund Accumulation and Balance chart shows the accumulation for each department in the division.

Find the faculty with the most fund accumulation

Select your unit on the Initial Inputs tab and go to the Gift Fund Detail report.

In the Required Inputs section, adjust the beginning and ending periods as needed.
In the Required Inputs section, select Faculty-PI Name (CF2) as one of the report columns.
In the Optional Filters section, uncheck No under Faculty Allocated (CF2).

Required Inputs and Optional Filters to find accumulation by faculty

Generate a report showing a summary of balances by fund variety (current vs. endowment) and accumulation level

Select your unit on the Initial Inputs tab and go to the Gift Fund Detail report. In the Required Inputs section, select these report columns:

Fund Variety
Fund Accumulation Group

Required Inputs with Fund Variety and Fund Accumulation Group selected for Columns 1 and 2

Find the funds that have balances < $1,000 and have not been used for 5+ years

Select your unit on the Initial Inputs tab and go to the Gift Fund Detail report. In the Optional Filters section, make these selections:

Fund Used in Past 5 Years: No
Current Balance < $1K: Yes

Find the funds whose purpose is graduate support that have no restrictions beyond purpose. Of those, determine how much was spent in the last fiscal year (FY22)

On the Initial Inputs tab, select your organization. In the Optional filters section on this tab, select Graduate Student Support from the Fund Primary Purpose drop-down list.
Go to the Gift Fund Detail report and select the beginning and ending period for the current year.

In the Optional Filters section, uncheck all of the boxes in the Restricted Beyond Purpose section except No restrictions/preferences.
Select the desired report columns.

Optional Filters with No checked for Funds Used in Past Five Year and Yes checked for Current Balance < $1K

Find restricted funds that may be difficult to use