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Package Performance results

Last post 10-29-2009 4:56 PM by Josh Bekerman. 2 replies.
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  • 10-29-2009 4:19 PM

    • Josh Bekerman
    • Top 50 Contributor
    • User Since: 2000
    • Posts 151
    • Organization: American Indian College Fund
    • Products:  The Financial Edge, The Raiser's Edge

    Package Performance results

    Greetings,

     I've made a report in CR that shows the package description, number of gifts and total gift amount.  I have them grouped in specific orders and have them subtotaled by group (which is why the canned appeal analysis report doesn't work for me). 

     Anyway, now I need to include number solicited for each package, but how do I link the package number solicited to each package?  I keep getting the same number for all packages.

     Thanks,

    Josh

    Josh Bekerman
    Information and Technology Services Manager
    American Indian College Fund
    Denver, CO
  • 10-29-2009 4:34 PM In reply to

    • Patrick Manning
    • Top 200 Contributor
    • User Since: 1997
    • Posts 45
    • Organization: College of Charleston
    • Products:  The Raiser's Edge

    Re: Package Performance results

    There is a field specifically for "No. Solicited" (for both the Appeal and Package) in the Export.  If you are doing a Constituent export, you can find it under Gifts/Appeals/Appeal/Packages.  If that field has not been updated, you can edit the Package and, using a query on that Assigned Appeal, update that "No. Solicited" field automatically.

    Another option, within the Report, would be to group by Appeal and then Package.  You can do a count summary for the Package and one for the Appeal.

    Patrick Manning
    Database Administrator
    Advancement Services
    College of Charleston
  • 10-29-2009 4:56 PM In reply to

    • Josh Bekerman
    • Top 50 Contributor
    • User Since: 2000
    • Posts 151
    • Organization: American Indian College Fund
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Package Performance results

    Thanks for the reply.

     I'm using a Gift Export because I only need to see the income from the mailing. 

    My report groups by Appeal, and then groups the gifts within each appeal by package.  So, it shows something like this:

     Appeal 1

           Package 1    (Total # of Gifts for Package)    (Total Income for Package)   [I need No. Solicited per specific Package here]

           Package 2    (Total # of Gifts for Package)    (Total Income for Package)   [I need No. Solicited per specific Package here]

    and so on.

    I've suppressed the details because I do not need to see each gift, I just need the package totals that I have.  However, how do I match up the No. Solicited field to each package total/group?  If I put the No. Solicited field in the Group footer, it gives me the same number for every package.

     Thanks,

    Josh

    Josh Bekerman
    Information and Technology Services Manager
    American Indian College Fund
    Denver, CO
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