How can I work with Salesforce reports?

Our objects are built to Salesforce standards so work with reports.  Included within our application are example:

• Report types.
• Reports.
• Dashboard.

The two objects you will be most interested in are:

1. Emma audience - Shows an Emma audience record in Salesforce
2. Email mailing history - Shows subscriber interactions with your email campaigns

Reports are based upon report types, we have set up a couple, but you may want to create your own.  Beaufort 12 does not create or support reports/dashboards for customers.  You do have the following options:

• Ask your Salesforce system administrator
• Try Salesforce Trailhead
• Engage a Salesforce consultancy

Tips

Report Types
If you create a custom report type you can use related lookups to pull in extra information i.e. a contact's phone number.

Cross object filters
Cross object filters are a useful feature if you are looking to filter on a related object. For example, you might want to see which contacts are not in Emma. To do this simply create a report based on contacts and then apply a cross object filter on the Emma audience object.