Campaign Report

To review the campaign's progress report.

It typically includes data on key performance indicators (KPIs), such as reach, engagement, conversions, and ROI, as well as insights and analysis to evaluate the campaign's success and make informed decisions for future strategies.

To view, the Campaign Report follow these steps:

  1. Go to the Campaign Report option from the left-hand tab of your screen.

  1. On the top side of your window, there are some filters.

  1. Use the filter section to narrow down and access reports that align with your specific needs and preferences.

  • Date range filter - This filter enables you to view reports for specific dates; you only need to select the desired date range on the calendar.

  • Pipeline type - This filter allows you to access reports based on the chosen pipeline type, helping you focus on specific categories of campaigns.

  • Campaign Status- This filter lets you view reports based on the campaign's status, whether it's (active or paused), providing insights into the current state of your campaigns.

  1. Apply the necessary filter settings, and then click on "OK" to generate the desired reports.

  2. After applying your selected filters, you'll be able to access a comprehensive report that aligns with your chosen criteria.

  1. If you wish to download the detailed report, just click on the "Download Report" present at the top-side of the screen beside the filter options.

Note: If you'd like to check the number of executives assigned to a specific campaign (Campaign User Report) and also access user reports related to that particular campaign, then...

  1. Go to the Campaign Name section.

  2. Choose the campaign name you're interested in checking a report for by clicking on it under the "Name" heading, which is highlighted in blue.

  1. You'll see a report displaying all the executives who are assigned to that specific campaign.

  2. You can use the filters located on the left-hand side of your screen to customize the report and align it with your specific needs.

  1. If you wish to download the detailed report from the User perspective, just click on the "Download Report" button from the top-right-hand side of your screen.

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