Quick Tip: Avoid Waiting for Reports to Load

Anonymous
Not applicable

We all have some reports in Marketo that take a while to load. Many people will open them in a tab and just come back to them after lunch. I, however, am super impatient and when I want something, I want it right now. Plus I also have a bad short term memory and tend to forget what I was waiting on and only realize at the end of the day when I shut down and see this report in a random tab.

So here's a quick tip to get those complex reports fast:

  • Set up your report settings as you would normally but do not go to the Report tab to load the report.
  • Instead, click on Report Actions > Save As and give your report a name.
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  • Then when it refreshes, you'll see a new tab for Subscriptions. Click on New Report Subscription and set up a subscription for yourself. It's really irrelevant what settings you choose.
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  • Then click the little email icon next to your name. This will send you an email of the report as soon as it generates. pastedImage_4.png

Generally I find that this is faster than waiting for the report to load and it will also work in situations where you just can't get the report to load in the UI at all because of complex filters, etc.

3949
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23 Comments
Anonymous
Not applicable

That's normal; it still takes time for the system to process the data. It's never going to be instant. But this way you are getting it in your email when it's done and you're not waiting around for that report page to load in Marketo. Plus this also works in situations where the report would time out and never load at all.

Anonymous
Not applicable

But in the never load situation, the subscription tries on sending for a long time which is terrible than the loading time. I have faced this issue, even more than 15 -20 mins.

Sujatha_Vutla
Level 5

Thank you for sharing nice articles.