Manage standardized reports

Who can use this feature?

  • Users 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 and license types

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.

Generate a standardized report

  1. Open the SuccessBLOC you want to view.
  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.

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

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