interaction reporting services professional services pg webinar: interaction reports: an overview
TRANSCRIPT
INTERACTION REPORTING SERVICES
Professional Services PG Webinar: InterAction Reports: An Overview
Our Presenters:Colleen Hayes Database Marketing Coordinator
Foley & Lardner, [email protected]
Jeff Lane, Sr. Marketing Technology Coordinator
Pillsbury, [email protected]
Pat Purdy, Marketing Technology Manager
Pillsbury, [email protected]
Bill Vannerson, Database Marketing Manager
Foley & Lardner, [email protected]
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Advantages of InterAction Reports
Reports can be viewed in multiple formats
Easily accessible
Out of the Box reports that can be edited
Manageability of Users
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Types of Out of the Box Reports
Contact List Reports
Contact Intelligence
Client Management
Business Development
List Reports
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Event Management
Activity and Appointment Reports
Matter Reports
Opportunity Reports
Engagement Reports
Report Chooser
Choose from your favorites or click the manage button to view all reports.
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New Report Wizard
Fill in the appropriate name, category, and description.
Select the type of report.
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Report Output
Options
1) InterAction Report Designer
2) Export to a file
3) Create report in another application
Preview Report
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Security
1) Add User
2) Add Group
3) Remove
4) Select where the report will be accessible from
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Edit Report Layout
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Report Properties
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Add If then statement for fields with no value
INTERACTION REPORTINGScript Item Meaning
= If
? Then
: Otherwise
| Or
+ Plus (used to concatenate fields)
“insert text here” Display text in qotes
System.String Field contains data
System.DBNull.Value Field is empty
( ) Used to “nest” if statements
Report Properties
(Cont.)
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Choose different functionality such as sum, average, and count based for fields within the report.
Review the following Out of the Box Reports:
Marketing Lists for a Contact
Business Development
In Depth
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SQL Reporting Services with InterAction
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Beyond Out-Of-The-Box
For when your application’s built in reporting tools just doesn’t hit the spot
Advantages
Flexibility
Integrated Charts
Scheduled Delivery
Multiple Data Sources
MARKETING EVENT MANAGEMENT (MEM)
Assist in process work flow &
Capture event data for event & management reporting
MEM DATAFORM
CRM
Web Site
E-Mail & RegistrationForm System
Management Reports
Questions for Our Presenters?Colleen Hayes Database Marketing Coordinator
Foley & Lardner, [email protected]
Jeff Lane, Sr. Marketing Technology Coordinator
Pillsbury, [email protected]
Pat Purdy, Marketing Technology Manager
Pillsbury, [email protected]
Bill Vannerson, Database Marketing Manager
Foley & Lardner, [email protected]
INTERACTION REPORTING