Standardized Reports is a new feature where we will offer Standardized reports out of the box. Typically this is a meaningful set of information that you are constantly retrieving and being able to quickly generate it in a consistent manner. We consider these similar to the year end reports everyone is used to getting for W-2's and other tax documents.
Outcome Success Plan Report
The first reports in the series of other standardized reports is the Outcome Success Plan Report. This report includes Objectives, SuccessPlay and Tasks of accounts defined in the core scope of the current team. It excludes Canceled accounts.
Hitting Generate generates the report and emails you when the report is ready. The generated reports are available in Assets > Generated Reports folder.
Permissions to run and view the report.
You can control access to the report by applying the permissions related to this in the Application Permissions. The default setting is set to "Everyone in the Team". Users who don't have permission don't have access to the Standard Reports section.
Fields in the report
The report has the following fields in it:
|Parent Account ID|
|Plan Summary Last Updated Date|
|Objective Created By|
|Objective Created Date|
|Objective Last Updated By|
|Objective Last Updated Date|
|SuccessPlay Due Date|
|Task Created Date|
|Task Due Date|
|Task Completed Date|
|Task Assigned To|
|Task Assigned By|
|Task Updated By|
|Task Last Updated Date|
Reporting Scope Considerations:
- Tasks that are over 365 days old are not included in the report
- "Request Information" (form submission) tasks are not included in the report
- Empty Objectives are not included in the report
- Objectives that only contain tasks that are older than 365 days are not included in the report
- Objectives that only contain "Request Information" (form submission) tasks are not included in the report
Campaign Summary Report
The Campaign Summary Report includes all the metrics for campaigns that targeted users in a specified period. Users can choose the period they want to download the report and also choose to download reports from all SuccessBLOCs or current SuccessBLOCs.
Parameters for the report
- Campaigns targeted users in the last 1 week / 1 / 3 / 6 / 9 / 12 month
- All SuccessBLOCs or Current SuccessBLOC
Fields in the report
|Targeted Users - <Chosen Period>|
|Delivered Users - <Chosen Period>|
|Delivered Users (%)|
|Viewed Users - <Chosen Period>|
|Viewed Users (%)|
|Engaged - CTA - <Chosen Period>|
|Engaged - CTA (%)|
|Engaged - Unsubscribed - <Chosen Period>|
|Engaged - Unsubscribed (%)|
|Goal Achieved - 1 month - <Chosen Period>|
|Goal Achieved (%)|
|Duplicated Users - <Chosen Period>|
|Bounced Users - <Chosen Period>|
|Dropped Users - <Chosen Period>|