Texas Gift Operations Reports

Gift Reports

G01 | Comprehensive Giving Report

This report was developed to provide Texas Development a detailed view of all Gift, Pledge, and Planned Gift commitments.

G02 | Gift Acknowledgement Report (Beta)

This report was developed to provide Texas Development a report to assist with gift acknowledgements.

G03 | Gifts with Research Purpose

This report was developed to provide a list of gifts with a research purpose.

G04 | Gifts from Foreign Sources

This report includes a list of gifts from foreign sources.

G05 | Gift Officer Pledge Report

This is a custom report of all active pledges to assist Development Officers and TGO staff.

G06 | CSU Pledge Payment Schedules

This report shows the schedule of all upcoming pledge payments.

Gift Operations Reports

TG00 | Strategic Metrics Report

This report is meant for internal consumption and gives key metrics for the TGO team.

TG01 | Pledge Report

This report was developed to provide Texas Gift Operations a summary and detail view of pledges.

TG02 | Active Pledge Report

This is a standard matrix report of all active pledges, excluding Annual Giving.

TG03 | Gifts Snapshot Report

This report calculates the change in current fiscal year fundraising productivity between the day before yesterday and yesterday.

TG07 | Credit Card Transactions

This report provides the daily totals of credit card transactions for online gifts by credit card type.

TG08 | Gifts Failed to Create

This report provides a daily log of gifts that have failed to create. 

TG09 | Daily Receipt Summary

This report provides a daily summary of receipts sent per receipt category.

TG10 | Gift Uploads

This report provides information regarding the earliest and latest dates of gifts recorded under each Upload ID.

TG11 | Gift Summaries and Details

This report provides both summary and detail views of gifts made to UT from January 1, 2016 and onward. 

TG12 | Mismatch Gifts

This report identifies mismatched gifts. It lists pledges that has a gift linked to it and the CSU, Account, Designation, or Purpose Code do not match.

TG13 | Texas Exes Pledge Report

This report was developed for use in facilitating the exchange of pledge information with the Texas Exes Alumni Association.

TG14 | 210 Transaction Report

This report lists transactions from central accounting deposits (previously in FileMaker Pro).