Marketing Campaign Summary General Tab

Use the General tab to select report options for the Marketing Campaign Summary report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Report in

Select the currency to use for amounts:

  • Marketing Campaign Currency: The currency specified in Custom Currency on the Overview tab of the Marketing Campaigns hub.
  • Presentation Currency: The currency that you select for the Presentation Currency option.
Presentation Currency If you selected Presentation Currency in Report in, select the three-character ISO code for the currency. The list includes only the currencies that are enabled for your enterprise. All amounts on the report are presented in this currency. DPS calculates the exchanges between the marketing campaign currency and the presentation currency based on the date that you specify in Exchange Rate as of.
Exchange Rate as of If you selected Presentation Currency in Report in, specify the date that DPS should use to calculate exchanges between the presentation currency that you select and the marketing campaign currency. DPS determines the correct exchange rates in the daily exchange rate table based on this date.
Report Sections to Include By default, DPS includes all of the following sections on the report:
  • Marketing Campaigns
  • Activities
  • Responses
  • Opportunities
  • Projects
  • Links

To exclude a section, clear the check box.

Page Break Between Sections Select this check box to insert a page break between report sections.