Appeal Period Comparison Report

The Appeal Period Comparison report compares the effectiveness of two separate appeals during like time periods. For example, you can use this report to compare two separate annual appeals by quarter of their respective fiscal years. The report includes all pledges and all payments toward donations and recurring gifts received for each appeal during their respective years. Each appeal must have an established start date. The report does not include any revenue received after the first year of an appeal.

When you generate the report, you can select whether to base the comparison on the calendar or fiscal year and by which interval. You can also select whether the charts generated by the report display running totals during the selected time period of the appeals. To access the Appeal Period Comparison report from Analysis, select Appeal reports. On the Appeal reports page, select Appeal period comparison. The Appeal Period Comparison Report page appears.

Note: To compare the effectiveness of multiple appeals, you can also use the Appeal Performance Report. You can include all appeals or a selection of appeals in this report, such as to compare overall effectiveness. For information about this report, see Appeal Performance Report.

To run the report, select the appeals, years, and time period to compare and select View Report. The report compares the performance of the selected appeals over one year from their respective start dates. The comparison displays the total revenue received and the number of donors and gifts received for each appeal at the selected intervals.

The report also generates charts to quickly compare the number of gifts and total revenue received for each appeal during each interval. If you select Use running totals, the charts display graphs to represent the totals over the selected intervals.

You can print the report or export it in several different formats.