Re: Interesting Moments Report

Randall_Tam
Level 2

Interesting Moments Report

Hi,

I am looking for a way to produce a repot to show all interesting moments.  Right now I can only see the last interesting moment.  I wish to see the first, anything in middle and the last interesting moment by each lead.  Do you know if this is possible?

Thanks,

Randall

8 REPLIES 8
Grégoire_Miche2
Level 10

Re: Interesting Moments Report

Hi Randall,

It cannot be done within Marketo Out of the Box.

This will require that you export them with the API.

Another way of doing this is to use Tableau BI software with their Marketo connector.

-Greg

Randall_Tam
Level 2

Re: Interesting Moments Report

Thanks Greg, have you used this before.

Grégoire_Miche2
Level 10

Re: Interesting Moments Report

Which one ?

In fact yes, I have tried both solutions successfully.

-Greg

Grégoire_Miche2
Level 10

Re: Interesting Moments Report

Hi again Randall,

More precisely, you can use some launchpoint solutions to export IM from the activity log and import them in Excel.

I have tested recently the Tableau software and it's Marketo connector and found it really easy to use.

-Greg

Randall_Tam
Level 2

Re: Interesting Moments Report

HI Greg,

What is IM?

Thanks,

Randall

Randall_Tam
Level 2

Re: Interesting Moments Report

Sorry I got IM which application off launch point can do this?

Grégoire_Miche2
Level 10

Re: Interesting Moments Report

Hi again Randall,

Try Data Loader for Marketo for instance. Data Loader for Marketo

-Greg

Dan_Stevens_
Level 10 - Champion Alumni

Re: Interesting Moments Report

You might want to vote on this idea: