Manage standard reports

Who can use this feature?

  • Users who can view items within published SuccessBLOCs (per team) 
  • See more for advanced permissions, including who can and edit items, invite collaborators to, and publish SuccessBLOcs
  • Available on all plans

Standardized reports are pre-built reports for common purposes. These reports are available to generate from any SuccessBLOC if permissions allow.

Global admins or users with advanced permissions can enable/disable permissions to view and/or generate standard reports from Settings > User Management > Permissions > Application Permissions.

Suggested uses

  1. Compare all success plans across your customer base to identify themes
  2. Understand how effective campaigns are and look for trends

Generate a standard report

Standard reports output to CSV.

The data in the outcome success plan report is also available for output via API.

  1. Open the SuccessBLOC where you want to work.
  2. On the Reports tab, click Standard reports.
  3. Click Generate next to the report you want to view. 

Totango sends an email when the report is ready. You can also find the report on the Assets tab in a new Generated Reports folder. Once you've generated a report, you will also see the option to view the latest version, where you can download the CSV from within Totango.
   

Campaign summary report (CSV)

View metrics for campaigns that targeted users in a specified period and optionally include campaigns from the current SuccessBLOC or all SuccessBLOCs.

  • Choose the time period included in the report. Options include targets in the last 1 week / 1 / 3 / 6 / 9 / 12 month
  • Include campaigns from the current SuccessBLOC or all SuccessBLOCs

The following fields are included:

  • Campaign Name
  • SuccessBLOC
  • 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

Outcome success plan report (CSV)

View details for all objectives and related SuccessPlays and tasks for the account scope in the team. 

  • Canceled accounts are excluded.
  • Tasks that are over 365 days old are not included in the report
  • "Request Information" (form submission) tasks 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

The following fields are included:

  • Account ID
  • Account Name
  • Parent Account ID
  • Plan Description 
  • Plan Summary Last Updated Date
  • Objective
  • Objective Description
  • Objective Owner
  • Objective Status
  • Objective Start Date
  • Objective End Date
  • Objective Category
  • Objective Plan Status
  • Objective Created By
  • Objective Created Date
  • Objective Last Updated By
  • Objective Last Updated Date
  • SuccessPlay Name
  • SuccessPlay Description
  • SuccessPlay Due Date
  • SuccessPlay Flow
  • SuccessPlay Owner
  • SuccessPlay Status
  • SuccessBLOCTeam
  • Task Title
  • Task Description
  • Task Created Date
  • Task Due Date
  • Task Completed Date
  • Task Assigned To
  • Task Assigned By
  • Task Status
  • Task Flow
  • Priority
  • Task Updated By
  • Task Last Updated Date

Outcome success plan report (API)

View details for objectives and related SuccessPlays and tasks for a selected account.

  • You need a Totango API token key.
  • Like all APIs, there is a global rate limit of 100 calls/minute for each token.
  • This API returns all tasks for a specified account. 
  • The API does not support pagination and will return a max of 1K tasks. 

Request

Below is the cURL statement. You can drop this as an import into Postman.

  • Replace {SBID} with the SuccessBLOC ID, which you can find in the URL of any SuccessBLOC
  • Replace {account-id} with an account ID*

*While it can work without an accountID filter, it is not recommended as you cannot paginate the result.

curl --location -g --request GET 'https://api.totango.com/api/v3/OSPData/{SBID}?accountsIds[]={account-id} \
--header 'Accept: application/json, text/plain, */*' \
--header 'Content-Type: application/json' \

Response

The response will be contained within the "systemReport" array. Each JSON object entry contained within it represents 1 task that exists on an account. As you can see in the response body below, the same account is returned 3 times, meaning that this account has 3 different tasks:

{
"systemReport": [
{
"Account ID": "0011a00000c4hmsAAA",
"Account Name": "0011a00000c4hmsAAA",
"Parent Account ID": null,
"Plan Summary Last Updated Date": "2023-08-24",
"Objective ID": null,
"Objective": null,
"Objective Description": null,
"Objective Owner": null,
"Objective Status": null,
"Objective Start Date": null,
"Objective End Date": null,
"Objective Category": null,
"Objective Plan Status": null,
"Objective Created By": null,
"Objective Created Date": null,
"Objective Last Updated By": null,
"Objective Last Updated Date": null,
"SuccessPlay ID": "a44f69b3-97e9-4add-94cc-5fb8c3950ef2",
"SuccessPlay Name": "Business outcomes",
"SuccessPlay Description": "Identify business outcomes",
"SuccessPlay Due Date": "2022-05-21",
"SuccessPlay Flow": "Outcomes",
"SuccessPlay Owner": null,
"SuccessPlay Status": "Overdue",
"SuccessBLOC": "Engage Stakeholders",
"Team ID": 425,
"Team": "lapidus",
"Task ID": 109622834,
"Task Title": "Set up meeting with stakeholder",
"Task Description": "Validate reason for purchase",
"Task Created Date": "2022-05-14",
"Task Due Date": "2022-05-21",
"Task Completed Date": null,
"Task Assigned To": "superuser@acme.com",
"Task Assigned By": "superuser@acme.com",
"Task Status": "Overdue",
"Task Flow": "test",
"Priority": "Normal",
"Task Updated By": "superuser@acme.com",
"Task Last Updated Date": "2022-05-14"
},
{
"Account ID": "0011a00000c4hmsAAA",
"Account Name": "0011a00000c4hmsAAA",
"Parent Account ID": null,
"Plan Summary Last Updated Date": "2023-08-24",
"Objective ID": null,
"Objective": null,
"Objective Description": null,
"Objective Owner": null,
"Objective Status": null,
"Objective Start Date": null,
"Objective End Date": null,
"Objective Category": null,
"Objective Plan Status": null,
"Objective Created By": null,
"Objective Created Date": null,
"Objective Last Updated By": null,
"Objective Last Updated Date": null,
"SuccessPlay ID": null,
"SuccessPlay Name": null,
"SuccessPlay Description": null,
"SuccessPlay Due Date": null,
"SuccessPlay Flow": null,
"SuccessPlay Owner": null,
"SuccessPlay Status": "",
"SuccessBLOC": null,
"Team ID": 425,
"Team": "lapidus",
"Task ID": 123060673,
"Task Title": "Conduct strategy session",
"Task Description": "Recommend best practices",
"Task Created Date": "2023-08-24",
"Task Due Date": "2023-08-30",
"Task Completed Date": null,
"Task Assigned To": "superuser@acme.com",
"Task Assigned By": "superuser@acme.com",
"Task Status": "Open",
"Task Flow": "Growth",
"Priority": "Normal",
"Task Updated By": "superuser@acme.com",
"Task Last Updated Date": "2023-08-24"
},
{
"Account ID": "0011a00000c4hmsAAA",
"Account Name": "0011a00000c4hmsAAA",
"Parent Account ID": null,
"Plan Summary Last Updated Date": "2023-08-24",
"Objective ID": null,
"Objective": null,
"Objective Description": null,
"Objective Owner": null,
"Objective Status": null,
"Objective Start Date": null,
"Objective End Date": null,
"Objective Category": null,
"Objective Plan Status": null,
"Objective Created By": null,
"Objective Created Date": null,
"Objective Last Updated By": null,
"Objective Last Updated Date": null,
"SuccessPlay ID": null,
"SuccessPlay Name": null,
"SuccessPlay Description": null,
"SuccessPlay Due Date": null,
"SuccessPlay Flow": null,
"SuccessPlay Owner": null,
"SuccessPlay Status": "",
"SuccessBLOC": null,
"Team ID": 425,
"Team": "lapidus",
"Task ID": 123060682,
"Task Title": "Another tasks",
"Task Description": "This is another task",
"Task Created Date": "2023-08-24",
"Task Due Date": "2023-08-30",
"Task Completed Date": null,
"Task Assigned To": "superuser@acme.com",
"Task Assigned By": "superuser@acme.com",
"Task Status": "Open",
"Task Flow": "Growth",
"Priority": "Normal",
"Task Updated By": "superuser@acme.com",
"Task Last Updated Date": "2023-08-24"
}
]
}

 

Looking for more APIs, including details for retrieving plan summary? See more Totango APIs.

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