Compare Mailing Results - By Accounting Code

If your organization uses accounting codes to have additional tracking around what groups of users are sending what set of mailing, you can run reports on that activity. This is a great way to get a sense for the effectiveness of a department's aggregate mailings. You would certainly want to do further research to highlight specific successes or problem spots, but this is a great place to start.

If you don't have the accounting code feature enabled in your account, contact your Advisor.

Steps

Navigate to Mailings > Reports > Mailing Summary Report or navigate to Mailings > View Mailings > click on Reports in the upper right corner. Once you have done so, you may follow the steps to filter the exact mailings you are looking to report on.

Click the View Reports tab

Expand the Compare Mailing Results open in the Reports panel

Select By Accounting Code

Here is a sample of what you can expect upon opening up this report:

This chart area can be customized to include many types of data. Click on the Columns button to select which pieces of data you'd like to include in your report. Notice that you can remove all columns for a fresh start, add all columns to jam pack your report full of every piece of data available, or add/subtract as you see fit:

It may even be in your best interest to filter based on any data that may be available in the columns you've selected. Click the Search button to refine your report further:

Share Your Insights

To share this information, simply click the Export button at the top of the report and click Download Excel File in the resulting pop-up.

Accounting for More Than Your Mail Block

Now you know how your mailing block is bing used at a departmental, or group, level by using accounting codes. When you view the Mailing Summary Report based on accounting codes, you can see which parts of your mailing block are performing best.