Custom Appeal Summary Report

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.

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  • 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

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jeremy Dewey
    Sent: Wednesday, January 06, 2010 4:41 PM
    To: marta@smm.org
    Subject: [Tessitura Development Forum] Custom Appeal Summary Report

     

    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!

Reply
  • 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

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jeremy Dewey
    Sent: Wednesday, January 06, 2010 4:41 PM
    To: marta@smm.org
    Subject: [Tessitura Development Forum] Custom Appeal Summary Report

     

    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!

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