Operational Reports

The following reports are types of operational reports in Oracle CRM On Demand Marketing:

• Email Performance Reports

• Email Detail Reports

• Registration Reports

• Queue Reports

• Configuration Reports

• Campaign Automation Reports

• Campaign ROI Reports

• Call Center Reports

• Operational Usage Reports

• Contact Import Reports

• Website Activity Reports

Generating a Report

This topic describes how to generate a report.

To generate a report

1. Click the Reports tab, and then click the required report.

2. Select search criteria, for example, program or campaign name, program or campaign code, and so on.

3. Click Run Report to generate the report.

   The generated report appears. You can sort the report results in ascending alphabetical order by clicking the column header once, click the column header twice for descending alphabetical order. The report is normally displayed in HTML. However, you can display the report in other formats, such as PDF, CSV, and Excel.

Email Performance Reports

The following reports are available:

• Email Statistics. This report provides a breakdown of the key email metrics tracked for programs configured with outbound communication. It also allows the Marketing Department to display the metrics by invitation types, such as initial invitation, repeat invitations, and reminder invitations for programs, such as Webinars, events, and trade shows.

• Email Bounceback. This report provides detailed reasons why delivered emails display error messages. The breakdown numbers can be displayed by invitation types, such as initial invitation, repeat invitations, and reminder invitations for programs, such as Webinars, events, and trade shows.

• Email Unsubscribe. This report lists all contacts who have unsubscribed from all email communications. The breakdown numbers can be displayed by invitation types, such as initial invitation, repeat invitations, and reminder invitations for programs, such as Webinars, events, and trade shows.

• Email Clickthrough. This report lists all marketing contacts who clicked one or more links within email campaigns. The report also shows clickthrough counts by invitation types, such as initial invitation, repeat invitations, and reminder invitations for programs, such as Webinars, events, and trade shows.

• Email Summary By Domain. This report displays the email summary by email domain.

Email Detail Reports

The following reports are available:

• Email Bounceback by Contact. This report lists all marketing contacts whose email addresses displayed error messages and failed when targeted for different email programs. The report also lists reason codes that explain the delivery failure.

• Email Unsubscribe by Contact. This report lists all marketing contacts who unsubscribed from future email communications. The report also shows unsubscribe information by invitation types, such as initial invitation, repeat invitations, and reminder invitations for programs, such as Webinars, events, and trade shows.

• Email Clickthrough by Contact. This report lists all marketing contacts who clicked one or more links within an email message. The report also shows the clickthrough information by invitation types, such as initial invitation, repeat invitations, and reminder invitations for programs, such as Webinars, events, and trade shows.

Registration Reports

The following reports are available:

• Summary of Program Registration. This report displays the program registration summary.

• Registration Profile by Attribute. This report lists all responses by attribute and question presented to the prospect on the landing page. For example, this report informs you how many respondents are from United States of America and how many are from Canada. The report also enables you to measure how many registrations are from new contacts and how many registrations are from repeat visitors.

• Registration Statistics by Score. This report lists all responses by program and grouped by scoring tiers. For example, this report informs you how many respondents from a certain program are scored as A leads and how many are scored as B leads.

• Attendee Roster. The report lists all contacts who registered for a program. This report can be used to manually track attendance, add attendance status, and import the data back into Oracle CRM On Demand Marketing.

• Lead Funnel. This reports displays statistical information for a specific program.

• Program Registrant Profile. This report displays all question and answers given in the registration process, including standard-demographic fields. The values for the First Name, Last Name, Email, and Company fields come from the contact's record, all other fields in the report come from registration data.

Queue Reports

The following reports are available:

• Queue Assignment Summary. This report lists all responses assigned to a specific queue and grouped by scoring tiers. For example, this report informs you how many respondents assigned to a specific queue are scored as A leads and how many are scored as B leads.

• Queue Assignment by Campaign. This report lists all responses assigned to a specific queue and grouped by campaign.

• Queue Assignment by Program. This report lists all responses assigned to a specific queue and grouped by program.

• Queue Assignment by Status. This report lists all responses assigned to a specific queue and grouped by status. For example, this report informs you how many respondents assigned to a specific queue are published to Oracle CRM On Demand or, are sent as a CSV attachment by email.

• Queue Assignment Detail. This report is an aggregation of the three following reports:

  • Queue Assignment by Campaign Report

  • Queue Assignment by Program Report

  • Queue Assignment by Status Report

Configuration Reports

The following report is available:

• Program Configuration. This report displays configuration details for all programs.

Campaign Automation Reports

The following reports are available:

• Campaign Automation Details. This report displays the latest activity details for nurturing a contact.

• Campaign Automation Activity Details. This report displays all activities for nurturing a contact.

• Campaign Automation Email Statistics. This report displays the email statistics for automated campaigns.

• Campaign Automation Email Bounceback. This report provides detailed reasons why delivered emails display error messages. The breakdown numbers can be displayed by invitation types, such as Initial Invitation, Repeat Invitations, and Reminder Invitations for Programs, such as Webinars, events, and trade shows.

• Campaign Automation Email Unsubscribe. This report provides the number of contacts who have unsubscribed from all email communications. The breakdown numbers can be displayed by invitation types, such as initial invitation, repeat invitations, and reminder invitations for programs, such as Webinars, events, and trade shows.

• Campaign Automation Email Clickthrough. This report lists all marketing contacts who clicked one or more links within email campaigns. The report also shows clickthrough counts by invitation types, such as initial invitation, repeat invitations, and reminder invitations for programs, such as Webinars, events, and trade shows.

Campaign ROI Reports

The following reports are available:

• Campaign Summary. This report displays operational metrics for campaign attributes, such as cost, target quantity, response rate, lead-conversion rate, and so on.

• Program Summary. This report displays operational metrics for programs, such as cost, target quantity, response rate, lead-conversion rate, and so on.

Call Center Reports

The following reports are available:

• Call Report for a Telemarketing Agent by Program. This report allows agents and managers to review a single agent's activities for one or more programs. The report displays program names, activity type, activity date, followup date, and prospect data, such as first name, last name, company, job title, and telephone number.

• Summary by Telemarketing Status and Reason. This report enables you to filter by telemarketing agent, by queue or by program name within a defined period to check the status of all call center prospects assigned. For example, you can check their current status, and if disqualified, learn the disqualification reason. This report allows telemarketing staff, management and marketing staff to display an overview of the up-to-the-minute call center activity.

• Call Report for a Program by Telemarketing Agent. This report allows marketing campaign owners as well as call center staff to review the results of the calling efforts for responses to a particular program. The report displays telemarketing agent names, activity type, activity date, followup date (if available), and prospect data, such as first name, last name, company, job title, and telephone numbers.

• Open Telemarketing Prospects by Age. This report enables you to check the progress call center agents are making in following-up with assigned prospects by age, or the amount of time prospects remain in the call queue. It includes any call center prospects who have not yet been qualified or disqualified. You can filter by program name or agent and display each prospect's date assigned to the queue, the age in days, as well as contact information.

• Closed Telemarketing Leads. This report allows call center management or staff to review the results of calling efforts which have resulted in closed leads, including those qualified or disqualified. The report displays program names, telemarketing agent names, current status, close reason (if disqualified), new queue assignment, activity type, activity date, followup date (if available) and prospect data, such as first name, last name, company, job title, and telephone numbers.

Operational Usage Reports

The following reports are available:

• Summary of Registrations by Program. This report displays the list of registered contacts for every program.

• Summary of Emails by Program. This report displays total emails for every program.

• Usage Summary. This report displays the usage summary for Oracle CRM On Demand Marketing.

• Available Usage Volume. This report displays the quantity of emails, contacts, and users your organization has subscribed, and how many of each are remaining.

Contact Import Reports

The following reports are available:

• Scoring and Lead Assignment Details for Imported Registrations. This report displays the scoring and queue assignment Details for all imported registrations in Oracle CRM On Demand Marketing.

• Queue Assignment Summary by Contact Imports. This report displays the queue assignment summary classified for imported contacts in Oracle CRM On Demand Marketing.

Website Activity Reports

The following reports are available:

• Summary of Website Activities. This report displays the Web site visits that occurred during the specified period. It is not a real-time report. The data captured in the previous hour might not be displayed in this report.

• Website Activity Details. This report displays the number of Web page views that occurred during the specified period. It is not a real-time report. The data captured in the previous hour might not be displayed in this report.