Custom Appeal Summary Report

Jeremy,

We have modified the existing Campaign Revenue Report so that you can select multiple campaigns and multiple appeals which can be run in detail mode or in summary mode (which sounds like what you want) it separates based on media types of Telemarketing, Phone and Email, but it also summarizes the success of all 3. It’s really quite a wonderful report!

Contact Jeanette Boudjouk at jboudjouk@smm.org if you’d like us to share it with you.

Thanks!

Marta

We are using the Revenue by Source and Appeal report (from the Campaign & Appeal folder) to evaluate the performance of individual membership appeals. It works great for us, provides the right kind of information.

Has anyone created a custom report that provides the same kind of information (total counts, total responses, total dollars raised, etc.), but in summary for all appeals? In other words, each and every one of your appeals are listed and the performance of each summarized, rather than detailing granular source code performance.

Thanks.

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Hey Jeremy,

I like using the Campaign Revenue Report for this purpose, too, but with the “Appeal Type, Appeal, List” grouping, so you can see the number of responses per source. Unfortunately, the bit of information this report is lacking out of the box is the total number of contacts, against which you can compare the responses, but minimal customization could include that info.

Rey

Hi Jeremy!

Have you tried the Campaign Revenue report?  If you run this with grouping Appeal Type, Appeal, that might be handy.  You do have to run this for a single campaign, but you will get all appeals toward that campaign.

Thanks!

Hi Jeremy,

Maybe I’m not understanding what you are asking, but the Revenue by Source and Appeal report already lists a summary for each appeal on the report and will list all appeals that had activity as long as you don’t select an appeal for the Appeal parameter (which is an optional parameter).  There is also a total for all appeals listed at the very end of the report.  If you set the Source Detail parameter to Source Group it will group sources instead of listing each individual source.  And if you set the Appeal Detail parameter to Appeal, you’ll get one grouping for each appeal.  The only thing you can’t do is select more than one campaign.  So you will see the results of all appeals that brought in money for the one campaign you selected but you can’t see the results of all appeals across multiple campaigns.

Kevin Sheehan

Documentation & Learning Resources Specialist

Tessitura Network

1 888 643 5778 ext 329 Office

ksheehan@tessituranetwork.com