Re: How do I generate campaign level reports for the past 30 days?

Anonymous
Not applicable

How do I generate campaign level reports for the past 30 days?

I'm sure it is super simple, and I'm not asking the right questions, but how does one generate a campaign activity report that breaks down by campaign and rolls up to one 30/60/90/YTD number?
3 REPLIES 3
Josh_Hill13
Level 10 - Champion Alumni

Re: How do I generate campaign level reports for the past 30 days?

You can't really do this with the existing reports.
 

What you might try is running either a smart list or a Lead Performance report with Activity Date or Created At and Group by that. You'll have 4 reports.

What precisely are you trying to report on?

Anonymous
Not applicable

Re: How do I generate campaign level reports for the past 30 days?

I want to look at overall activity for a given period of time and then break that down to the campaign level so that I can see the key stats per campaign that roll up into an overall number for the month or 30 days, etc.
Josh_Hill13
Level 10 - Champion Alumni

Re: How do I generate campaign level reports for the past 30 days?

Which activities and which type of campaigns?

Other places that might help:
  • Program Performance which can break down Net New, Success, and ROI basics for a time frame.
  • Campaign Performance - focuses on # qualified, so it could be helpful.
  • Lead Performance - you can group by a number of fields and constrain by smart lists, campaigns, programs, as well as Created Date (of the lead). The Smart List would be where you constrain by date of activity.
  • RCE - if you have this, you can do more on grouping and pivot tables.