Who can use this feature?
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 standardized reports from Settings > User Management > Permissions > Application Permissions.
Suggested uses
- Compare all success plans across your customer base to identify themes
- Understand how effective campaigns are and look for trends
Generate a standardized report
- Open the SuccessBLOC you want to view.
- On the Reports tab, click Standard reports.
- 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.
Outcome success plan report
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
- 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
The following fields are included:
- Account ID
- Account Name
- Parent Account ID
- Plan Summary
- Last Updated Date
- Objective
- Objective Description
- 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
Campaign summary report
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