This article will guide you through accessing and running a Corporate Marketing Campaign Report.
Please Note:
- The retrieval of both reports are limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- These reports reflect outcomes in real-time.
- This report is only available within the corporate portal.
1. Access The Report
Navigate to Reports > Intelligence > Marketing Campaigns.
Click on the Campaign Name to view more details.
Clicking Export will give detail of each Campaign.
2. Understanding Your Report
Clicking on the Campaign Name will show Campaign Start Date, Current Cost, Gross, and Projected Gross. In the grid view it will show, Location, Prospects Added, Consults, Consult Shows, Converted, and Gross.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - Reporting: Can access reports (must be enabled to see any reports)
- Corporate - Reporting: Can access metrics: marketing campaigns