IMPORTANT: This has been updated to reflect the changes to the most recent version of the Marketo Measure SFDC managed package (2023.10.24.119 / 6.20). The structure of the reports is largely the same, the naming conventions have just changed. If you're still on an older version of the package, see tips at the bottom of page.
Not sure where to start with the Marketo Measure (fka Bizible) reports? Not to worry, out of the box Marketo Measure comes with 33 stock reports that are designed to help you get on your way quickly. These reports can be used just as they are, or you can customize them to get the specific insight you’re looking for.
I always recommend starting with what we call the "101 Reports" -- there are 6 of these -- because they are truly the foundation of any report you’d be building in Salesforce with Marketo Measure data. So, the goal of this post will be providing you with a deep understanding of each of these 101 Reports so you can feel comfortable adjusting them as needed.
We'll kick off with a general summary for each report. This by no means replaces experimenting with the reports yourself but helps provide a starting place!
Note: these reports come with the SFDC managed package. They are housed in a folder called "Marketo Measure Touchpoint Reports". If you don't see this folder when you go to the All Folders section of Reports tab in SFDC, it means your SFDC Admin has not yet shared access. You'll need to ask them to do so.
Marketo Measure Touchpoint Reports Folder
Marketo Measure 101 Reports
As you play around with these reports*, try pulling in some of these Marketo Measure fields whether it’s as a column value, filter or grouping. All of the below fields can be populated in different ways depending on where the touchpoint is coming from so check out the definitions in the field glossary and then try some out!
*I recommend using the 'Save As' as functionality when you make any adjustments so you can preserve the original template.
Check this out: https://nation.marketo.com/t5/marketo-whisperer-blogs/marketo-measure-bizible-sfdc-reporting-resourc...
Last updated 5/13/2024
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