Marketing Campaign Reports Overview

Use the marketing campaign reports to review information about events or activities that your firm undertakes to generate new business.

Related topics:

  • Marketing Campaign Audit
    The Marketing Campaign Audit report shows the user IDs and dates for each update, delete, and insert action performed on records in the Marketing Campaign Info Center. If a marketing campaign record is deleted, the name of the marketing campaign is blank wherever that marketing campaign is listed on the report.
  • Marketing Campaign Audit Detail
    The Marketing Campaign Audit Detail report shows original and new column values for each update, delete, and insert action performed on records in the Marketing Campaign Info Center. If a marketing campaign record is deleted, the name of the marketing campaign is blank wherever that marketing campaign is listed on the report.
  • Marketing Campaign List
    The Marketing Campaign List provides a listing of your marketing campaigns from the Marketing Campaign Info Center. In addition, you can select other columns for the report to add a variety of other marketing campaign information. For example, you can use the report to compare the campaign budget to actual costs.
  • Marketing Campaign Summary
    The Marketing Campaign Summary report shows all information entered in the Marketing Campaign Info Center, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.
Parent Topic: Report Descriptions Overview