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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.
SM UG Reports menu

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 Number of contact and lead records in the system that do not have 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 Sugar Market 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 Sugar Market.
Total Leads Number of all leads in Market.
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 Sugar Market.
Email Campaigns Campaign Statistics

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

Campaign Summary Summary table of a campaign's statistics, a graphical view of the statistics, and user details for opens, clicks, and unsubscribes.
Delivery Status Email delivery status that can be filtered 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 day in 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.
    SM UG Reports standardmenu
  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.
    SM UG Reports runstandard

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.
    SM Reports createcustom
  2. Enter the following information, and then click the Create Report button:
    SM Reports createcustom
    • Select Data Source: This defines the tables that contain the desired information.
      • 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.
      • Custom Views: These are more advanced views that have been custom created from the Views module.
    • Table / View: 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.
    • Shared Report: Enabling this option makes the report visible to other users.
    • Dynamic Parameters: Selecting this option allows you to utilize dynamic fields.
  3. On the Report Details page, identify the report parameters described below, and then click the Save Report button at the top of the page.

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 button.
    SM UG Reports addcolumn
  2. The Report Builder Column Details dialog opens. Select fields from the Available Columns dropdown list, and then click the Add button to add the fields to the Selected Columns list.
    SM UG Reporting columns2
  3. Click the Save button after adding all desired columns. 

Filters

To set the criteria the records need to satisfy to be included in the report:

  1. On the Filters tab, click the Add button.
    SM UG Reports addfilter
  2. In the Add Report Filter dialog, complete the following fields, and then click the Save button:
    SM UG Reports filter
    • Column Name: Select the field to use as a filter.  
    • Operator: Choose how to evaluate the data in the field. Please refer to the Advanced Report Operators section for descriptions of each operator.
    • Column Value: The value to evaluate for the selected field.
    • View Order: The order in which 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.
    • Group Number: This feature allows you to group your filters into different segments. The filters that are grouped together are evaluated together, as in an equation with parentheses. 
    • Possible Value: Click this button to display a dropdown with all the current existing values in the selected field. 

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 button.SM UG Reports sorting
  2. From the Available Columns list, select the field on which to sort your report, and then click the Add button. 
    SM UG Reports sortdetails
  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, expand the Actions menu next to the field name on the Sorting tab, and then select "Edit".
    SM UG Reports sortorder
  5. Select the desired sort order, and then click the Save button.
    SM UG Reports editreportsort

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 button.
    SM UG Reports groupby
  2. From the Available Columns list, select the field by which to group your report, and then click the Add button. 
    SM UG Reports groupdetails
  3. Repeat to sort 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.
SM UG Reports subs
SM UG Reports subs

Running Custom Reports

Mouse over the grey Report Options box for 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 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.
  • 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

These templates have the tables identified in the template name joined together and include the following common columns to help you get started:
CustomReportColumns

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.

To use these templates, expand the Actions menu next to the template name, and then select "Copy". Continue creating your report and save it with a new name.

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.

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 to 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. Use this operator for text fields, not the "Is" operator.
Does Not Equal Ignores the values that do not match. Use this operator for text fields, not the "Is not" operator.
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 Use with "Null" to detect null values.
Is not Use with "Null" to exclude null values.

Last modified: 2021-10-05 14:11:01