There are a variety of different reports that you can generate based on your campaigns in Advvy. Keep in mind many of these reports, including the Baseline Reports and the SLA or Service Level Agreement Reports; require that certain flags are made at the workflow level to generate these reports correctly.
For example, Advvy can not report on Baseline tasks if no tasks are marked as Baseline in the Workflow. For more information on creating a workflow in Advvy, please see our Workflow Section HERE.
To generate a campaign report in Advvy, follow these steps:
- Go to the Campaign section.
- In the top ribbon bar find Run Report.
- After clicking Run Report, you will have a variety of different options available, click the report that you want to generate.
- The Select Records box will appear, this is where you can choose to apply the report to All applicable records or All campaigns you have access to. Or you can choose All Records on all pages in the current view.
Note: If you wish to only run a report on specifics campaigns be sure to check the campaigns first on the campaigns page and then select Run Report.
If you follow this order, in the Select Records box, you’ll have an option to choose the Selected Records. This will only generate a report for the campaigns that you selected.
Please find a detailed description below of all of the Campaigns Reports available in Advvy:
Campaign WIP Summary List:
Provides a high-level view of the campaign, including basic information such as start and end date, when it was created, and budget. It also shows the last task completed, which user completed it, and the percent completion of the campaign. Since multiple campaigns can be generated in a single reporting view, this is a great way to internally review the status of a Client’s campaigns.
Campaign Workflow Baseline Detail:
Lists counts of Baseline-flagged tasks per campaign that were completed by their due date and those that weren’t. Gives percentages of baseline-achieved tasks. Campaigns are broken down by Stages and Activities, providing more detail than the Campaign Workflow Baseline Summary Report. Be sure that Baseline tasks are flagged in your workflow before running this report.
Campaign Workflow Baseline Summary:
Lists counts of Baseline-flagged tasks per campaign that were completed by their due date and those that weren’t. Gives percentages of baseline-achieved tasks. Campaigns are broken down by Stages only, providing a more straightforward report compared to the Campaign Workflow Baseline Detail Report. Be sure that Baseline tasks are flagged in your workflow before running this report.
Campaign workflow SLA Detail:
List counts of SLA-flagged tasks that were completed by their due date and those that weren’t. Also, gives percentages of SLA-achieved tasks. Campaigns are broken down by Stages and Activities, providing more detail than the Campaign Workflow SLA Summary Report. Be sure that SLA tasks are flagged in your workflow before running this report.
Campaign Workflow SLA Summary:
List counts of SLA-flagged tasks that were completed by their due date and those that weren’t. Give percentages of SLA-achieved tasks. Campaigns are broken down by Stages only, providing a more straightforward report compared to the Campaign Workflow SLA Detail Report. Be sure that SLA tasks are flagged in your workflow before running this report.
Advvy monthly breakdown by campaign:
Shows a monthly breakdown of Media Types and Mediums by the campaign. Each page of the report is a different campaign.
Advvy monthly breakdown totals Across campaigns:
Shows the totals of media types and mediums across all campaigns chosen for the report.