SugarCRM SupportProduct GuidesSugar MarketSugar Market User GuideReporting
Sugar Market was formerly known as Salesfusion.

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

Access the Sugar Market Reports module by navigating to Analyze > Reports > Standard or Custom.

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:

Report Category Report Name Description
Accounts Account Score Accounts with a score mapped to the account field "Score" and a score value greater than 100.
Total Accounts Count of all accounts in Sugar Market.
Account Owners Accounts assigned to each user.
Contacts Blank Emails A count of contact and lead records in the system without an email address.
Contact Owners Contacts assigned to each user.
Contacts by Deliverability Status Detail List of contacts by delivery status that can be filtered by bounce status.
Contacts Warehouse Every marketing touch any Sugar Market user has had with a contact within a given time frame. Choose to include all contacts in the database or all contacts owned by a designated user. 
Database Size for Subscription Number of leads and contacts in the Sugar Market CRM counted towards your subscription. This count does not include unsubscribes, blank emails, or bounced emails.
Entire Database

Number of contact and lead records in the system.

Total Contacts Number of all contacts in the Sugar Market CRM.
Total Leads Number of all leads in the Sugar Market CRM.
Undeliverables Number of records with email addresses to which Sugar Market is not able to deliver. This may be due to various bounce reasons.
Unsubscribes Number of unsubscribed records in the Sugar Market CRM.
Email Campaigns Campaign Statistics

Summary report of multiple campaigns including bounces, unsubscribes, percentages, and more.

Campaign Summary Summary table of a campaign's statistics, a graphical view of the statistics, and user details for opens, clicks, unsubscribes, etc.
Delivery Status Email delivery status that can be filter based on status and/or date range. You can only query back to March 12, 2011 as the earliest date.
Email Bounce Detail

Number of email bounces by bounce code.

Email Campaign Engagement

Engagement detail for email campaigns, including the contacts who opened the email and the links clicked.

Email Link Click Details

Click through activity for tracked links in emails, including the email name, the links that were clicked, and the total number of clicks and unique clicks. Bot clicks are automatically filtered out of this report.

Opened Emails

List of recipients who opened an email.

Soft Bounces

Soft email bounces that are tracked in Sugar Market, which can be filtered based on the soft bounce codes.

Subscriber List Displays who is on a suppression list, which lists they are on, and more. Filter this report by suppression list and/or date range.
Unopened Emails per Campaign List of recipients who did not open an email.
Events Event Attendees Details from a hosted webinar, including attendees, account name, and contact owner.
Event Follow-Up List of contacts that are marked for follow-up from an event.
Event Registrations Detail People who registered for an event with account, contact info, and account manager.
Event Summary Number of people registered for an event versus the number of invitations sent.
Folders Folder Owner Library folders with their owner information. This report shows which owner roles you should match.
Landing Pages Landing Page Details Details from the legacy landing pages that were completed, including individual details of each time the form was completed. You can export or print this report.
Landing Page Results Combine multiple legacy landing pages together into a cumulative report breaking up the information by Landing Page. You can export or print this report.
Landing Page Summary Summary of start and complete times for multiple legacy landing pages.
Page Analytics Form Completes

Form submission details, including each individual field's value.

Summary High-level metrics for each of your pages (Visits, Conversions, Conversion Rate).
Visits Details

Detailed information on each individual visit to your pages, grouped by page and individual hit.

Scoring Reports Detailed Scoring Report Scores by scoring profile for a selected time period.
Subscriptions Email Campaign Activity Summary Standard campaign summary statistics for all email campaigns during a specified time period, presented in a tabular format that facilitates comparison of many campaigns at once.
Lead Capture Form Performance Number of times each active landing page is completed during each dayin a specified time frame.
Track Changes Track Changes All records that have been modified in Sugar Market. For records with multiple changes each change is recorded as an individual line item in the report. By default, all changes that occurred over the past 30 days are displayed, but you can adjust the history to see any time frame.
Web Analytics Daily Web Activity Current Month Usage stats and holistic metrics of your company's marketing success, including: unique web hits, number of pages visited, number of alerts sent, and top keywords.
Organizations Names of organizations associated with visits to your website.
Organizations by Keyword Names of organizations associated with visits to your website and the keywords used.
Top Entry Page Number of visitors and the top web pages where they entered the website.
Top Entry Page with Referrer Number of visitors and the top web pages (with referrer) where they entered the website.
Top Exit Page Number of visitors and the top web pages where they exited the website.
Top Keywords Number of visitors and the top keywords used to visit the website.
Top Keywords by Referrer Number of visitors, the top keywords, and referrer used to visit the website.

Running Standard Reports

To run a standard report:

  1. Navigate to Analyze > Reports > Standard.
  2. Select a report category and name.
  3. 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. Navigate to Create > Report > Advanced Report Builder. Click Create New Report and enter the following information:
    • Select Data Source : This defines which table/s you want to pull information from.
      • 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 will allow you to report on the information of both tables. Most reports will utilize standard views. 
      • Custom Views : These are more advanced standard views that have been custom created by the user from the "Views" module.
    • Table / View : For Single Tables, this will be the table name. For Standard Views it will display the name of the tables that have been joined. For example, viewAccountContactCampaign means the Account, Contact, and Campaign tables have been 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.
    • Shared Report : Enabling this option makes the report visible to other users.
    • Dynamic Parameters : Selecting this option allows you to utilize dynamic fields.
  2. Click Create Report to access the Report Properties page.
  3. Columns : Choose the information you want the report to display. This section is where you will select which columns you want to display in the report. Columns may be added through either the Quick Add button or the New button.
    • New : Add a new column with the ability to customize options like display labels and order.
    • Options : Most of the time you will want to leave this blank, however, this selection allows you to manipulate the display style of values in the column, i.e. you would like your dates to show in a different format, or, it allows you to perform mathematical operations on the values of the fields, e.g. sum, average, max.  
      • Column Name : Select the column you want the information pulled from. 
      • Display Name : The title that will display for that column in the report. 
      • View Order : The column order. First column is 1, second is 2, and so forth.
      • Quick Add : Quickly add multiple columns without selecting any column specifics.
  4. Filters : Choose the criteria the records need to satisfy to be included in the report
    • Column Name : Select the field you are wanting to use as a filter
    • Operator : Select how you would like to evaluate the data in the field
    • Column Value : The value you are going to evaluate for.
    • Possible Value : At the bottom of the filter pop up there is a "possible value" button, click the button to display a dropdown with all the current existing values in the selected field. 
    • View Order : The order in which your filters will be evaluated. Each group can have its own set of ordering.
    • Row Logic : Choose whether you want the next filter to follow the AND or OR logic. (more info on logic coming soon)
    • Group Number : This feature allows you to group your filters into different segments. Think of this as an equation with parenthesis. The filters that are grouped together, will be evaluated together. (more info on logic and grouping coming soon)
    • Report Operators : Please refer to the list of operators section below for important details on how to organize report filters.
  5. Sorting : Control the order in which the results appear. Select which field you would like to sort your report by. You can select to sort either in a descending or ascending order. You can also select to sort by multiple columns. For example, sort by Email first and then sort by State second.
  6. Group By : Group records that are duplicates. To merge identical records in the report grid together, the user will need to add all of the columns they have under the Columns tab to the Group By tab. Take special note that if there is a mismatch between the columns under the Columns tab and the Group By tab the report will generate an error and output 0 records.
  7. Subscriptions : Send the report to your inbox. Finally, subscribed users can be added under the Subscriptions tab. Select how, where, and how often you want the report to send by selecting the format, delivery method, and the user you want to be subscribed to the report.
  8. Report Options : Run the report to view the results or scroll over the grey Report Options box and you will get a list of options
    • Get 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)
    • View HTML Report : View your results in HTML format in your browser (limited to 2,000 records)
    • View in 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. Keep in mind 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. Tip, to export a report larger than the excel 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.
    • Delete : Delete the report

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.
CustomReportsTemplateImages

Before using one of these templates, think of the data you are looking for. If you are looking for contact data then the template that has our Account table joined with our Contacts table will get you the desired results. However, if you're looking for data more on the campaign level then the template that has all three tables Account Contact Campaign will be closer to what you're looking for.

It is recommended to go to the Actions column and "Copy" the template to begin work on your report. The template not only has the tables you're looking for joined together but we've added some common columns used to help you get started.
CustomReportColumns

From here, you may simply add/remove columns as desired then go to the Filters tab to filter your results as needed.

Advanced Report Operators

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

It is also important to specify the row logic being used when including multiple filters. 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. An easy way to determine which row logic to use is read it as if it were a sentence: "... Where email contains '@aol.com' AND deliverystatus equals '1'" will only aggregate results that fulfill both those criteria, while OR will aggregate those results that fulfill either criteria.

Operation Description
Equals Equates to the exact value of
Does Not Equal Ignores the values that don't match
Contains Will contain alpha/numeric characters anywhere within the full value
Does not contain Will not contain alpha/numeric characters anywhere within the full value
Begins with The queried value will start with alpha/numeric characters within the column value area
Ends with The queried value will end with alpha/numeric characters within the column value area
Is less than The queried value is fewer than the integer specified
Is less than or equal to The queried value is the same as, or fewer than the specified value
Is greater than The queried value is greater than the integer specified
Is greater than or equal to The queried value
Is in list Searches a value contained in a list of values notated by the ('') format. Example: ('Georgia','New York','Alabama')
Is not in list Is one value NOT contained in a list of values notated by the ('') format. Example: ('Georgia','New York','Alabama')
In Geos Selects values that are within a geographical list set up within the administration view.
Not in Geos Selects values that are within a geographical list set up within the administration view
Is Includes logical expressions like "Null"
Is not Excludes logical expressions like "Null"

Last modified: 2020-12-03 15:17:37