Brian Law

How to Determine the Success Date for Records in a Program

Blog Post created by Brian Law Employee on Aug 20, 2017

If you have RCE you can use the Program Membership Analysis Report to determine when records reach success in a specific program. You can pull the information by Date, Week, Month, Quarter and Year.

 

Start by filtering if necessary on a specific program or group of programs using the program name or channel.

Next add the following filters and metrics to the report to see all the Success Dates.

Here is a sample of what the report will look like by each Success Date.

Alternatively, use Success Week or Month instead of Success Date.

Here is a sample of what the report will look like by each Success Month.

If you don’t have RCE you can pull similar information using a smart list.

 

As you can see the smart list shows a count of 2 which matches the RCE report.

Outcomes