Add a way to find marketing effort segment direct responses, indirect responses, and unresolved responses with revenue IDs

My organization would like the ability to find the revenue records that are direct responses, indirect responses, and unresolved responses on marketing effort segments. We occasionally have issues where revenue records have a segment's source code, but aren't showing up as responses in the Segments data list on a market effort. It'd be great to know which revenue records are correctly counted as direct segment responses and which revenue records with the source codes are unresolved responses and indirect responses.

 

Unfortunately, at present, the indirect response and unresolved response reports don't have the revenue IDs and it isn't possible to query on this information.

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  • Jan 15 2020
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) The Children's Hospital Corporation
Reported Version 4.0
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