Generating Operational Reports

This procedure explains how to generate any of the Oracle CRM On Demand Marketing standard real-time operational reports.

To generate an operational report

1. Click the Reports tab.

2. Find the report, and click the report name that you want to generate.

3. To define the search criteria, do one or all of the following:

   • Enter keywords in the text entry boxes for the campaign or program name, and press Enter.

   • Click the magnifying glass icon to open the lookup tables for campaigns and programs.

   • Select a date range or program type.

   Depending on the report that you want to generate, the available search criteria varies.

4. Click Run Report to generate the report.

   The report results are displayed. To sort report results, click any column header for ascending alphabetical order, and twice for descending alphabetically order.

Exporting Results

You can export a report into files of CSV, Excel, or PDF formats.

To export report results

1. Generate the required report.

2. Click one of the following buttons:

   • Export PDF

   • Export Excel

   • Export CSV

3. Do one of the following:

   • Open the PDF, Excel or CSV file.

   • Save the PDF, Excel or CSV file to your computer.

   Report headers with filter criteria listed are included in the export file. In CSV and Excel file formats, the header information is located at the bottom of the file. In PDF format, the header information is located at the top of the file.