What's New In Raiser's Edge NXT EAP: Analyze Appeals By Expenses And Package Details

Steve Stegelin

In Analysis, you can now use new measures and attributes with insights to analyze appeals by their expenses and package details.

 

To analyze appeal expenses and packages, you can now use these measures:

• Appeal expense — The actual cost of an appeal expense
• Appeal expense, budgeted — The planned cost for an appeal expense
• Package goal — How much you expect to acquire through the package
• Package recipients — How many constituents were solicited through the package

By default, these measures provide the sum or total based on all appeals and packages. To analyze a different amount or specific appeals or packages with an insight, adjust the measure. For more information, see the Giving Measures Help.

To further analyze appeals by expense or package, you can now use these attributes:

• Appeal expense category — The type of appeal expense, such as Printing or Postage
• Package category — The type of package for grouping or analysis, such as Postcard or Brochure
• Package description — The full description used to identify the package
• Package is active — Whether the package is currently active
• Package short description — The short code used to identify the package

To analyze only appeals with specific packages or expenses in an insight or dashboard, use these attributes as filters. For more information, see the Attribute Filters Help.