Manage standardized reports

Who can use this feature?

Users who can view items within published SuccessBLOCs (per team)
See more for advanced permissions, including who can create, 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 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: