Better Reporting for Packages

Currently RE Reports does not include reporting on appeal packages. To see how a certain package is performing, you have to run a series of queries and reports. It would be nice if there were reports designed to look at the results from each package, for one appeal or for many appeals.

Here's an example. If I do a regular monthly mailing and segment my list into 3 or 4 packages, the only reports I can easily run is the appeal performance report that shows my monthly appeal results. But say I want to see which segment (package) for the March appeal did better, or see how one segment (package) did month over month, There is no report that lets me make those selections. I have to create queries for each package and then run separate reports using the queries and compare numbers in Excel or via hard copy reports.

This follows the lack of functionality on packages in general, as there are no table entries for packages, only package categories

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  • Sep 29 2016
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  • Matt Haynes commented
    August 30, 2017 18:51

    One particular report that I would love to have this added to is the Statistical Report as an available 'Field' option - that report is awesome at breaking down giving analysis much cleaner than the appeal performance analysis report does (very cluttered) - but currently 'gift package' is not an available selection.

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