Custom Campaign Reports

Billy Jo Jayne

We are in the quiet phase of a comperhensive campaign and my VP is looking for custom campaign reports but does not know what she wants on these reports. Does anyone have a custom report on a campaign that they would like to share? Help needed reading the crystal ball.

Joshua Bekerman bCLO bCRE

Ah, exactly what I discuss on my blog, the VP who wants a report with no idea why.  I'm sure if you ask 1,000 organizations for a sample custom campaign report you'll get 1,000 different reports.  Forget the crystal ball, try a Magic 8 Ball instead.    "Reply hazy. Try again"



If she doesn't know what she wants on a report then is there really any need for a report in the first place.  Find out from her what information is important to your organization (should be information that can be measured and hopefully also be a prompt for action).  Check here for some tips on how to make this happen

http://bekerman.com/blog/the-beginning/



good luck!

Josh









 

John Heizer

Start with the canned reports already available, then ask "What do you want that you don't already have here."  That should at least get the process started.