Reporting

Overview

Sugar Market includes several standard reports and supports the creation of custom advanced reports for analyzing your marketing activities. This page explains the reporting options that are available.

Accessing Reports

To access Reports:

1. In the navigation bar, click the Analytics module.
2. Select either "Standard Reports" or "Custom Reports".
   

Standard Report Descriptions

Standard Reports are commonly used, pre-defined reports that are included with Sugar Market. While you can filter most of these reports (e.g., choosing the email campaigns or landing pages to include), the report logic is already established, which makes it quick and easy for you to access the data you need. The following are the standard reports available:

Running Standard Reports

To run a standard report:

1. In the navigation bar, click the Analytics module.
2. Click "Standard Reports".
   
3. Select a report category and name.
4. With the report name highlighted, select Run from the Actions menu. A pop-up window displays either with results or prompting for additional criteria.
   

Creating Custom Reports

Build custom reports with Sugar Market's Advanced Report Builder. 

Note: Save reports often during creation to preserve all changes.

1. In the navigation bar, click the Analytics module.
2. Click "Custom Reports".
   
3. On the Reports page, click the Create button in the toolbar.
4. Click "Advanced Report" from the dropdown menu.
   
5. Enter the following information, and then click the Save button:
   
   
   • Data Source: This defines the tables that contain the desired information.
     • Custom Views: These are more advanced views that have been created from the Views module.
       Note: Custom views include deleted records.
     • Single Table: A specific single table that is not joined to any other tables. This will allow you to report on information for that specific table only.
     • Standard Views: Pre-built tables joining multiple single tables together. For example, joining the Contact table to the Account table allows you to report on the information of both tables. Most reports will utilize standard views. Please refer to the Custom Report Standard Views page for descriptions of each view.
   • Table/View: For custom views, this is the custom view name. For single tables, this is the table name. For standard views, it is a concatenation of the table names that have been joined (e.g., viewAccountContactCampaign is the Account, Contact, and Campaign tables joined).
   • Report Type: Tabular or Summary. Tabular is the most useful option since it displays all details of the report and provides an option to export to Microsoft Excel.
   • Report Name: Set a name for your report.
   • Report Description: Set a description for your report.
   • Shared Report: Enabling this option makes the report visible to other users.
   • Selected Folder: Select which folder your report will be saved in.
6. On the Report Editor page, identify the report parameters described below, and then click the Save Report button at the bottom of the Report Details section.

Report Parameters

Report parameters are divided into the following tabs at the bottom of the Report Details page.

Columns

To identify the fields to be used as report columns:

1. On the Columns tab, click the Add New button.
   
2. Select the fields to be displayed as columns in your report by moving them from the Available Columns list to the Selected Columns list. Use the following guidelines when selecting fields:
   
   • Select individual fields by clicking the right-facing arrow with the field selected.
   • Select multiple fields by holding the keyboard CTRL key while making selections. 
   • Add all fields by clicking the double right-facing arrow.
   • To remove fields from the Available Columns list, select the field and then click the left-facing arrow, or click the double left-facing arrow to remove all fields.
   • You can also use the Search Column field to filter for a specific field.
     
3. Click the Save button after adding all desired fields. 

Filters

You can use filters to set specific criteria the records need to satisfy to be included in the report.

Follow these steps to add a new filter to your report:

1. On the Filter tab, click the Add New button.
   
2. In the Report Filtering dialog, select the field you wish to filter by as well as the operator and value input to be applied to the field.
3. To add additional filtering conditions within a grouping click either the "+ And" or the "+ Or" button.
4. To create an additional grouping with independent filtering conditions click either the "+ And" or the "+ Or" button below the existing grouping or groupings.
5. Once you have created your filters click the Save button.
   
6. To add additional filters to your report, click the Edit button.
   

Filtering on Date Fields

When creating filters for date fields, you can select generic time ranges (e.g., "this year").

To create a filter on a date field:

1. Follow the steps above to create a filter.
2. In the Operator field, select "Greater Than or Equal To".
3. Click the Merge Tag icon.
4. From the dropdown list select a time range.
5. Click the Save button. 
   

Sorting

Identify the fields on which to sort your report and the order in which results should be displayed.

1. On the Sorting tab, click the Add New button.
2. Select the fields to sort your report by moving them from the Available Columns list to the Selected Columns list.
   
3. Repeat to sort by additional columns, and then click the Save button.
4. The default sort order is Ascending. To change the sort order, click the three dots menu within the Actions column and then select "Edit".
   
5. Select the desired sort order, and then click the Save button.

Group By

Group records that are duplicates. To merge identical records in the report grid together, you need to add all of the columns selected on the Columns tab to the Group By tab. Take special note that if there is a mismatch between the columns on the Columns tab and the Group By tab, the report will generate an error and output 0 records.

1. On the Group By tab, click the Add New button.
   
2. Select the fields to sort your report by moving them from the Available Columns list to the Selected Columns list.
3. Repeat to group by additional columns, and then click the Save button.

Subscriptions

Send the report by email to any Sugar Market user on a scheduled basis. This option is recommended for large reports (up to 25 MB). Please refer to the Sugar Market Settings and Preferences page for more information on managing subscriptions.

Running Custom Reports

Click the Run Report button for a list of options.

• Retrieve Record Count: Get a total count of records in your report.
• Report Viewer: View your results in a browser-based report viewer (limited to 2,000 records).
• Download to Excel: Download the report directly to your computer as an Excel document (limited to 10,000 records)
• Email Report: Email the report to yourself. Use this option if your report is greater than 10,000 records by less than 400,000 records. Also note that Excel has a limit of 1,048,576 rows. Any report with a larger record set than the Excel limit will not be successfully exported. To export a report larger than this limit, add another filter that will allow you to split the report in half, such as a date range or a filter on the IDs.

Advanced Report Templates

Sugar Market provides a few templates in the Sugar Market Templates folder for you to get started when using the Advanced Report Builder. These templates have the tables identified in the template name joined together and include common columns to help you get started.

Before using one of these templates, consider the data you are looking for. If you are looking for contact data, then the template that has the Account table joined with the Contacts table will produce the desired results. The template that includes all three tables Account, Contact, and Campaign will provide better data at the campaign level.

Advanced Report Operators

When organizing report filters it is important to select the correct report operators to aggregate the desired results. Using the wrong operator could aggregate too many results, or produce the wrong result entirely.

Understanding Row Logic

It is important to specify the row logic being used when using more than one filter. There are only two values that can be selected: OR and AND. Choose the operator carefully since it determines the logic of the next filter. It can be helpful to read the statement as a sentence to determine which row logic to use. For example:

• "Where email contains '@aol.com' AND deliverystatus equals '1'" will only aggregate results that fulfill both criteria.
• "Where email contains '@aol.com' OR deliverystatus equals '1'" will aggregate the results that fulfill either criteria.