This report details a simplified version of the “Proposal Finder” on VIP Direct and is intended to support data review of proposals.

This report contains all active pools that are not flagged for deletion, and the prospects currently assigned to those pools.

This report is to notify each individual gift officer when biographical information is updated for a prospect in their portfolio.

This dashboard is intended to help officers determine areas of least penetration within their portfolios, giving them a comprehensive breakdown of the households they manage.

This report includes audit flags identified by the PRMA and Campaign teams of the Prospect System as well as a report of portfolio removals.

This report contains scheduled-visit contact report data.

This report details strategies, past-due steps, and next-steps for officer prospects.

This report identifies officers with missing, incomplete, or incorrect job assignment begin and and dates.

This report provides several geographic maps of households on record in VIP Direct.

This report contains a list of all proposal details and transaction details if proposal is awarded and gift is linked.

This report only shows UT alumni who are not managed by their CSU primary and secondary officers.

This report tracks the progress of Survey Leads Programs in the Prospect Management Pipeline. 

This report is an effort to identify and track “next-generation prospects” — individuals who may not be able to make a gift today, but who merit cultivation for a future gift. This initial report focuses only on the children of major gift donors.

This report provides an overview of all managed prospects with an Austin-San Marcos MSA home address. To get a total count of prospects for a single gift officer, please filter results by the officer CSU’s and name.