The Marketing Campaign Report gathers key information about a set of marketing campaigns into one report. Use it to see the campaigns for one client, over a set time period, or tagged with a topic. Available on Suite.
Open the report
- From your calendar, click Analytics in the sidebar menu.
- Click Marketing Campaign Report.
- Add filters to build the report you need (below).
For example, filter by team member and start date to see every marketing campaign you created that starts next week.
Filter the report
Add a filter
- Click Add Filter.
- Choose a filter: tag, color label, team member, creation date, start date or end date.
- Click the name of the filter you chose.
- Pick as many options as you need from the list.
- Add more filters as needed.
Remove a filter
- Hover over a filter and click the X that appears.
- To remove all filters, click Clear All.
Save a report view
Save a set of filters as a report view to open the same report again quickly.
- Open the Saved Reports dropdown.
- Click Save New Report View. A name field opens.
- Type a name for the view.
- Click the checkmark icon or press Enter to save it. To cancel instead, click the X.
The view now appears in the Saved Reports list.
Export or schedule the report
Click Share and choose Export PDF or Export CSV to download a copy, or Schedule Report to email it weekly, monthly or quarterly. For the steps, see Export and schedule reports.
To add your company logo and name to your reports, click Share > Manage Scheduled Reports. This opens Settings > Analytics, where you can also change or delete scheduled reports. You see this option only if you have permission to change settings.