Page last reviewed on 3/11/2026. Pages are reviewed annually.
If you have access to Tandem, you can pull reports that can help you process gifts, understand gift agreements, acknowledge donors, understand who is giving to your department, and work with a major gift officer on fundraising.
To request access to Tandem and the reporting tools that accompany it, complete the online Alumni/Donor Database Access Form to start the process.
If you need information that you can't find on an existing report, Request a Custom Report through Reportal.
Gift Processing Reports
Back to TopDownload gift data in a mail merge friendly spreadsheet in support of building acknowledgments. Includes a standard set of columns in the output containing demographic, communication, and gift information.
If you're not already familiar with gift reporting at the UW, there are two resources to provide you with more information:
Create a list of gifts to compare against financial systems. Filter by school, division, department, and date range. Note: Only includes transactions with a date of record within the last 12 months.
Thanking & Engaging Reports
Back to TopAll endowments agreements, amendments and supporting documentation are stored on the DocFinity system, a platform that securely stores the University's electronic gift documentation managed by the Endowment & Donor Services team. Use the tool to search for gift agreements and other documentation.
Track how many alumni give back to the University and to your unit. Dashboards for UW, school, and department alumni participation. Also includes a glossary for terms and definitions. Navigate to the department tab and choose your school and department for more specific results.
Fundraising Reports
Back to TopThe first tab of the Campaign Progress Report shows the total gifts, grants, pledges, and gift purpose totals for each school from July 1, 2010, to the end of the campaign. Each school's campaign goal is listed along with the percent of goal raised.
View the 10-year giving trends for giving levels for all UW or by school. Totals by donor count and by dollars. On the last tab of the report, you can drill down into your school and division, and then choose your department to get results more specific to your unit. Note: This report includes cash gifts only, and it does not reflect pledges or bequest intentions.
Shows the intersection of how many alumni and donors work at a selected company and if they serve on any UW committees. Filter by degree school, organization type, and capacity.
Shows summary prospect information for one person or organization, including recent gifts, proposals, and a biography, if one exists in Advance. IMPORTANT: Prospect Profile Reports are HIGHLY CONFIDENTIAL.
Please contact the Advancement Services team anytime at CASadser@uw.edu with questions or for more information.