Reports

The following section describes the reports available to the Dealer Administrator for tracking campaign activity and measuring overall effectiveness.

The Dealer Administrator can also drill down on any campaign to get the details for each Appointment Coordinator and look at their individual performance. This is important for the Dealer Administrator as it ensures that campaigns are being worked on effectively. They can identify performance issues and training opportunities.

Note: If multi-dealer support is enabled at your dealership, you can choose to include data from one or more of your dealerships. Refer to Multi-dealer support for more information.

Select a report from the reports drop-down list along with a Start date and End date to indicate what campaign activity data to include (the reporting period). By default, a report initially shows the previous 30 days of data.

For performance reasons, the date range for all reports is restricted to 60 days. An error message appears if a larger range is selected.

Use additional filters, where available, to manage which campaigns are included in the report: Campaign Status, Communication Type, Campaign Type. Any selections will be remembered for the rest of your user session.

If no dates or other filters are set then all campaign activity will be included, up to today. The reports are generated in real-time with current data.

 

Many of the reports can be exported to CSV format and an "Export" icon appears at the top of the page:

To export the report:

  1. Select the date range for the data.
  2. Click "Export" .
  3. Open the CSV file that is created, in the application of your choice.

Exporting will always generate a new CSV file. The file name is automatically assigned. The first two rows of the CSV file includes the date range, and the third row is a header record.

For system performance, only 60 days of data can be exported at a time. If the date range exceeds this, an error message appears:

To extract more data, repeat the export with the next 60 day date-range until all required data is downloaded. Combine the CSV data externally.

 

For report details, go to: