CatConnect BI Inventory

The following are resources for CatConnect BI.

Access Cognos BI through the NUPortal or at https://reporting.northwestern.edu.

About ARD Reporting

ARD Data Dictionary and Model Changes

Upcoming BI Implementations

About BAS Reporting

BAS Data Dictionary and Model Changes

Upcoming BI Implementations

Cognos BI Resources

ARD Core BI GIFs

ARD Core BI Recordings

BAS Core BI GIFs

BAS Core BI Recordings

Canned BI Reports

Report Number Report Name Description
ARD001  ARD001 - Major Gift Commitments Dashboard.pdf  Counts and totals for major gift commitments ($100K+) by Reporting Area with multiple options for filtering and display format.
 ARD002  ARD002 - YTD Cash and NGC.pdf  Cash and New Gift & Commitment totals by Academic Organization for prior and current FYTD for the selected fiscal year and month.
 ARD003  ARD003 - Campaign Proposal Pyramid Report.pdf  The campaign prospect pyramid report shows a standardized view of campaign activity at Northwestern University
 
Report Number Report Name Description

 BAS001

  BAS001 - Direct Spending and Transfers  Available 10/31 - This report provides information about the amount of direct spending vs transfer expenses for endowment projects and expendable funds
 BAS002  BAS002 - Endowment Spending Balances  Available 10/31 - This report will consolidate ENDW02 and 04. Both reports were used to identify endowment projects with unspent balances.
 BAS003  BAS003 - Account Level Spending  Available as of 7/30 - Provides a summary of spending on an endowment or expendable fund project for a particular fiscal year. It includes data from both NUFinancials and CatConnect and can be run for multiple criteria including Stewarding Unit, Project Purpose, Fund Type, and Project ID. (Drills to GL062 – Detail Drills)
 BAS004  BAS004 - Financial Summary  Available as of 9/9 - A summary of endowment performance and spending at the project level. This report includes data from CatConnect, Fundriver and NUFinancials. It can be run for multiple criteria including Stewarding Unit, Project Purpose, Reportable Projects, and Project ID.
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CatConnect
CatConnect is Northwestern's web-based system of record for alumni and donor information. Its modules support school and central Alumni Relations and Development staff in prospect management, gift development, committee and volunteer management, alumni and donor relations, and alumni event tracking.