Campaign Reports

Special Features of Campaign Reports

Consider the following when running Campaign Reports:

Standard Reports

• On the Campaign Detail custom report and the Campaign ROI Analysis report, you can include campaign-hierarchy statistics that provide aggregate values for a parent campaign and all the campaigns below it in the campaign hierarchy. If your campaigns include a custom picklist that indicates hierarchy level (for example, “tactic,” “program,” and “initiative”), you can run a report that summarizes data at any hierarchy level across all campaigns.
• Use the Campaign Leads or Campaign Contacts reports to list the leads or contacts associated with your campaigns.
• Use the Campaign Member Report for a list of campaign members by campaign.
• Use the Campaign Member Analysis report to summarize information about who has responded to campaigns.
• Use the Campaign Revenue Report to analyze which opportunities have resulted from your campaigns. In Enterprise, Unlimited, Performance, and Developer Editions, you can also analyze products, quantity schedules, and revenue schedules in this report.
• The Campaign ROI Analysis Report calculates the return on investment (ROI) and average costs for your campaigns. The ROI is calculated as the net gain (Total Value Won Opps - Actual Cost) divided by the Actual Cost. The ROI result is expressed as a percentage.
• Use the Campaigns with Influenced Opportunities report to view opportunities that have been influenced by multiple campaigns.
  

  Note The Campaigns with Influenced Opportunities report respects sharing rules on accounts, contacts, and campaigns. Objects with sharing rules set to private will not display in the report.

Report Types

• Use the Campaigns with Campaign Members custom report type to create a report that contains information about the leads and contacts on multiple campaigns. Use the Campaign Call Down report to see contacts and leads for a specific campaign. These reports are only available to users that have the “Read” permission on both contacts and leads.
• Use the Campaigns with Leads and Converted Lead Information report to view lead lifetime information sorted by a campaign or campaigns.
• Use the Campaigns with Influenced Opportunities report to view opportunities that have been influenced by multiple campaigns.

Tips for Campaign Reports

• Some reports allow you to limit the data to one campaign by using the lookup icon to select a campaign. If the user running a report no longer has access to view the selected campaign, the report does not show any results. This report behavior is similar to what happens when a campaign is deleted.
• Member Status is the status of a lead or contact in reference to the campaign. The campaign owner can create up to 50 member status values. Sample Member Status values include, “Planned,” “Sent,” or “Attended.” Additionally, you can now add the Member First Associated, Responded, and Member First Responded fields to campaign reports. These fields allow you to see the date the member was added to the campaign, whether the member responded to the campaign, and the date the member initially responded to the campaign.
• The Last Activity of a campaign is the most recent due date of an activity on the record. The following past or future activities set this date:
  • Any event
  • Closed tasks