Proper reporting is the key to initiating, driving, and supporting business-driven decisions.
Use this report anytime you want to group and view people by any number of characteristics. By default, this report is grouped by Created At month, but don’t let that fool you! With a few simple changes, this report is KEY to understanding what is happening to the People in your database.
Within the Setup tab, you can easily:
The Smart List tab lets you filter by additional attributes (ie Customers, Prospects, Exclusion Lists, etc.).
After you’ve made sure you have all the bells and whistles, check out the Report tab to view the results. See something interesting? Click on any row to Drill-Down to any attribute. Pro tip: If you don’t see the Drill Down report open in a new tab, you may have pop-ups disabled.
Like what you see? Set up a New Report Subscription so you can receive a copy of the report emailed to you and/or your colleagues on a regular basis.
For companies working to implement an Account Based Marketing (ABM) strategy, knowing which companies in their region are visiting your company’s website is invaluable. The Company Web Activity Report can tell them just that!
Set up several reports that send out daily or weekly to regional owners, giving them full visibility into their area’s activity. This report shows you which companies are visiting your website, either by known or anonymous visitors.
Once your report generates, setup a New Report Subscription to send to each regional stakeholder at a regular cadence.
Assuming your channels, progression statuses (including successes), and cost tags are properly configured across your instance, the Program Performance Report is a great tool to add to your regular reporting toolkit. See how your programs are performing, which programs are bringing in new names, and how many people achieved a certain status in each program all in one view.
Columns include Program Name, Channel, Total Members, New Names, Successes, Total Cost, Cost per Member, Cost per New Name, and Cost per Success.
Customize your report further in the Setup tab by adding Tags and Period Cost filters.
In the Report tab, you can view your report and sort by any column to see exactly how your programs are performing compared to each other. For example, maybe you want to see which programs are bringing in the most New Names. You can easily see this by clicking on the New Names column and selecting “Sort Descending”.
For even more powerful capabilities, export your report to excel and take it from there!
Need help getting the right reports in place, or doing more with Marketo? Check out our consulting services or Marketo courses!