Reports & Dashboard

Campaign Monitor for Salesforce comes with a number of pre-defined Salesforce Reports and a Dashboard that you can use straight away or configure to fit your needs.

Reports

All Campaign Monitor related reports can be found within the Reports section of Salesforce and also via some screens within the Campaign Monitor for Salesforce app.

  1. Select Reports from the apps menu.

  2. Click on the All folders .

  3. Click the Campaign Monitor for Salesforce link.

Some reports are specific to a particular part of the application. You can access these reports where you see the Reports button within the app.

Typically these will add a filter to the report based on the location, i.e. if you are on the subscriber list detail screen, then running the report from that screen will filter the report using the selected subscriber list. The same report is also available under the main Salesforce reports area and you can choose to remove the filter or change as required.

Campaign Monitor dashboard

The Campaign Monitor dashboard is provided as an example which you can customize to fit your needs.

  1. Select Dashboards from the apps menu.

  2. Click on the All folders.

  3. Click the Campaign Monitor for Salesforce link.

Cross object filters

Cross object filters are a powerful way to work with your standard contact object and filter on related records. They are a standard Salesforce feature which can help in several ways; to learn more, Click here.

1. Quickly see which contacts are or are not on a subscriber list.
2. Use the filter to update only subscribers that are in Campaign Monitor.
3. Show contacts that have or don't have email tracking history.
4. Combine Campaign Monitor records with fields on your contact or account objects.

Start by creating a Salesforce report based on the contacts and accounts report type. You can now add the fields and filters you need to include in the report. When you are ready to run the report, add the cross object filter:

a. Click Filters.
b. On the drop-down, click Add cross filter.
c. Add your criteria, i.e., Show me contacts with subscriber list membership records.
d. Once you have the cross filter in place, you could consider adding a filter on the object, i.e., state = active.

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