Reports
By default, IBM® Marketing Operations provides a set of predefined reports and dashboard components. The Marketing Operations reports package provides additional example reports and dashboard report components created in IBM® Cognos®, a separate business intelligence application.
You access reports from IBM® Marketing Operations in the following ways.
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Click the Analysis tabs of individual items like projects and marketing objects to see reports that apply to the current item.
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Select the Analytics > Operational Analytics to see example Cognos® reports that present data from more than one object.
The reports administrator can modify the reports, create new ones, add custom attributes, set up criteria filters, etc.
Report appearance and output
Each Cognos® report has a header, a body section, a page footer, and navigational controls. When you run a report, it appears in your browser window in HTML format. For many of the reports, you can select a different format (for example, PDF or XML) to view.
Because the following reports have multiple queries, you cannot export them as CSV or XML files.
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Analytics page report: Project Crosstab Summary Report
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Analysis Tab reports: Project Detailed Expense Breakout, Project Approval and Response, and Budget Summary reports (plan, program, project)
For further details on report output appearance and formats, see the Cognos® documentation.
Sending reports in email
Click the Email icon (Envelope image) to open a form where you enter email addresses for recipients of the report. After you complete the form and choose OK, the report is sent in the current format chosen for display.
For example, if you choose PDF then email, the report is sent as a PDF attachment to the message.
Enter the following information in the email dialog:
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Email addresses: type the address for each recipient, separated by semicolons.
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Subject: type subject for the message. Defaults to the name of the report.
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Body: type in the message.
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Attachments: ensure the Include the report box is checked.
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Do not select Include a link to the report; this option is not currently supported.
Filtering report criteria
Multi-object reports
Single-object reports
Dashboard portlets
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