How to run a Program Performance report during specific time period?

[Dan_Stevens_]

When running the Program Performance report within "Analytics", we need a way to view this data by time period (e.g., a specific quarter).  When I click on the "Report" tab to view the results, there is a filter icon followed by "All Time".  Clicking on this should allow me to define a specific timeframe.  But all it does is take me to the "Setup" tab - where there is no option to define a specific timeframe.  How can this be accomplished?

[MillenaSiq]

If you have set a cost tag in your program, you can select the filter "Period cost" and set the dates on it: https://experienceleague.adobe.com/docs/marketo/using/product-docs/core-marketo-concepts/programs/pr... 

But.. if your program has no cost tag, then this filter "Period cost" won't work. 

I have raised an idea about this issue. Go vote for it! 🙂
https://nation.marketo.com/t5/ideas/filter-performance-program-report-by-date/idi-p/313927 

[Chris_Dubois]

Please go vote on this idea!

[Anonymous]

Hi, is there a resolution to this issue?

Thanks.

[Rick_Sysol1]

Bumping this one again.

Are there any plans to add the ability to adjust timeframe per quarter, month, year, etc. for this report?

[Rick_Sysol1]

Although not as ideal as being able to filter by time period, I did find a band-aid fix to this issue.

If you bring up the "Report" view of a Program Performance report, you can right-click on any of the column headers and a drop-down will appear with an option for "Columns".

If you select "Columns", one additional column option is offered for "Created At". If you add this column and export the report data, this at least offers a starting point for trimming out the programs you do not wish to include in your analysis (i.e. programs that ran last year or multiple years ago). Please be aware that any ongoing programs (such as engagement programs) may date back a few years as opposed to one-off email send programs that you may have recently run, so you'll want to take the channel under careful consideration when determining what should be included.

Hope this helps.

[Jacqui_Murphy]

This is still a bug... I would love to filter by day/week but this is also not possible.

[Anonymous]

hmmm, you're right. I was looking at the wrong report. This seems like a funny bug...

[Michelle_Tizian]

Dan is correct.  You can't change the time frame.  I just tried doing this myself.  When I tried to change the time frame from the default of all time, it automatically takes me to the set up tab, but there's nothing in that area that will allow me to change the time frame.  

[Dan_Stevens_]

I did that - but there is no place to define a specific timeframe there. 

[Anonymous]

Go to your set up tab and you can choose the specified time there.

[Dan_Stevens_]

There is no SETTINGS drop-down.  Just to clarify, the Program Performance report includes ALL programs - which is what we require here.  Basically, show us the performance of all programs for a defined time period.

[Anonymous]

Expand the "Settings" dropdown, and you can change the value of "Date of Activity". From there you can choose a set of times, or use a custom date.

Hope this helps,
JayF