Multi-object reports

This section describes the default reports that are listed on the Analytics Home page when the IBM® Marketing Operations reports package is installed. It also presents procedures for running them.

The following table introduces the default reports.

Default reports: Analytics Home page
Report	Description
Marketing Activity Report	Lists all users who logged in to Marketing Operations during a specified date range, with the total number of projects each user created.
Overdue Milestone Report	Displays all overdue milestones with task end dates that fall between the selected start and end dates.
Program Tasks and Milestones	Displays all milestones for the program you selected in the parameter field.
Project Health (Monthly)	Reports the percentage of time that each health status applied to the selected projects during the specified month. Includes a bar graph and a data grid for each project. The system uses the automated daily health status calculations for this report. To see the status that was calculated for each day, click the bar graph or the project name.
Project Health (Trend)	Plots the average monthly health scores of the selected projects during the specified year on a line graph. The system uses the daily automated health status calculations for this report.
Project On Time Analysis	Displays completed projects within the specified time period along with the number of days early or late. These dates are calculated by pulling the greatest date in the workflow for the project for both the target and forecast/actual columns.
Project Performance Crosstab (Custom)	Displays project performance metrics, including leads passed, revenue, and ROI. The data is aggregated over initiative and project type versus business units. This report requires the Financial Management Module.
Project Performance Summary	Displays projects and their budget data. This report requires the Financial Management Module.
Project Performance Summary (Custom)	Displays projects that are grouped by initiative, with their budget, cost, revenue, response rate, and lead generation performance data. This report demonstrates how a sample report can be customized with custom attributes. This report does not work unless your template administrator implements the example custom attributes. This report requires the Financial Management Module.
Project Tasks	Displays all tasks and their status for the specified project.
Resource Task Load	Displays tasks that are assigned to selected users. The report returns tasks for each project that falls into the specified date range.
Resource Utilization Summary	Displays a summarized view of resource utilization percentages by user. Select start and end dates to specify a date range for the report.
System Programs	Displays a breakdown of programs by status and template type.
System Projects	Displays a breakdown of projects by status and template type.
System Users	Displays details for each IBM® Marketing Operations user.
Task On Time Analysis	Displays all tasks that are either early or late, where the task end date falls between the selected Start Date and End Date. The report is grouped by task name. If a task ended early, the number of days it finished ahead of schedule displays on a green background. If it ended late, the number of days late displays as a negative number on a red background.
Vendor Spend Summary	Displays total invoiced expenses for specified vendors in the specified date range, including breakouts for paid, approved, and received expenses. This report requires the Financial Management Module.