Unica Marketing Operations Reports Specifications
Folder: Affinium Plan - Object Specific Reports

Approval and Compliance Listing
Budget Summary by Quarter
Budget Summary by Quarter
Budget Summary by Quarter
Detailed Expense Breakout
Team Members


Approval and Compliance Listing
Description: 
# Queries:1
Layout:3 list(s)
Report Variables:Approval Status (string): [Query1].[Approval Status1]
ReportTypeRun (string): ReportOutput()
Total Denied Approvers (boolean): [Query1].[Total Denied Approvers Statuses] = 0
Report Language1 (locale): ReportLocale()
reports/Affinium Plan - Object Specific Reports/Approval and Compliance Listing.jpg
Query NameData ItemExpressionAgg/
Rollup Agg
Query1
(list)
Total: 14Filters:
[MarketingOperationsBV].[Project Approval].[Project ID] = ?projectid?
 
 
Total Approvers Statusescount([Approver Status] for [Approval ID]) 
Total Accepted Approvers Statusestotal(if([Approver Status] in ('APPROVED', 'APPROVED_WCHANGES')) then (1) else (0) for [Approval ID])  
Total Denied Approvers Statusestotal(if([Approver Status] = 'DENIED') then (1) else (0) for [Approval ID])  
Approval Item Order[MarketingOperationsBV].[Approval Item].[Approval Item Order] 
Approval Item Name[MarketingOperationsBV].[Approval Item].[Approval Item Name] 
Approver Order[MarketingOperationsBV].[Approver].[Approver Order] 
User Full Name - First Last[MarketingOperationsBV].[Approver].[User Full Name - First Last] 
Is Required?if ([MarketingOperationsBV].[Approver].[Is Required?] = '1') THEN (' (Required)') ELSE ('')  
Task Number Name[MarketingOperationsBV].[Project Approval].[Task Number Name] 
Approval Status1[MarketingOperationsBV].[Project Approval].[Approval Status] 
Approval StatusCASE WHEN [MarketingOperationsBV].[Project Approval].[Approval Status Code] = 'COMPLETED' THEN 'Completed' WHEN [MarketingOperationsBV].[Project Approval].[Approval Status Code] in ('IN_PROGRESS', 'ON_HOLD') THEN 'Active' ELSE 'Future' END  
Approval Name[MarketingOperationsBV].[Project Approval].[Approval Name] 
Approver Status[MarketingOperationsBV].[Approver].[Approver Status] 
Approval ID[MarketingOperationsBV].[Approval].[Approval ID] 
Master_Query1
(list)
Total: 2Filters:
[MarketingOperationsBV].[Project Approval].[Project ID] = ?projectid?
 
 
Approval StatusCASE WHEN [MarketingOperationsBV].[Project Approval].[Approval Status Code] = 'COMPLETED' THEN 'Completed' WHEN [MarketingOperationsBV].[Project Approval].[Approval Status Code] in ('IN_PROGRESS', 'ON_HOLD') THEN 'Active' ELSE 'Future' END  
Approval ID[MarketingOperationsBV].[Project Approval].[Approval ID]count 
Project Name Query
(list)
Total: 1Filters:
[MarketingOperationsBV].[Project].[Project ID] = ?projectid?
 
 
Project Name (Code)[MarketingOperationsBV].[Project].[Project Name (Code)] 


Budget Summary by Quarter
Description: 
# Queries:1
Layout:1 list(s) 1 crosstabs(s)
Report Variables:ReportTypeRun (string): ReportOutput()
Report Language1 (locale): ReportLocale()
reports/Affinium Plan - Object Specific Reports/Budget Summary by Quarter.jpg
Query NameData ItemExpressionAgg/
Rollup Agg
Query1
(crosstab)
Total: 10Filters:
[MarketingOperationsBV].[Project Budget].[Project ID] = ?projectid?
[MarketingOperationsBV].[Project Budget Amount].[Fiscal Year] = ?fiscalyear?
 
 
Quarter Year[MarketingOperationsBV].[Project Budget Amount].[Quarter Year] 
Project ID[MarketingOperationsBV].[Project Budget].[Project ID] 
Budget AmountIF ([MarketingOperationsBV].[Project Budget Amount].[Budget Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Budget Amount]) total/ automatic 
Actual AmountIF ([MarketingOperationsBV].[Project Budget Amount].[Actual Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Actual Amount]) total/ automatic 
Actual Remaining AmountIF ([MarketingOperationsBV].[Project Budget Amount].[Actual Remaining Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Actual Remaining Amount]) total/ automatic 
Committed AmountIF ([MarketingOperationsBV].[Project Budget Amount].[Committed Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Committed Amount]) total/ automatic 
Committed Remaining AmountIF ([MarketingOperationsBV].[Project Budget Amount].[Committed Remaining Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Committed Remaining Amount]) total/ automatic 
Forecast AmountIF ([MarketingOperationsBV].[Project Budget Amount].[Forecast Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Forecast Amount]) total/ automatic 
Forecast Remaining AmountIF ([MarketingOperationsBV].[Project Budget Amount].[Forecast Remaining Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Forecast Remaining Amount]) total/ automatic 
aggregate(Quarter Year)aggregate(currentMeasure within detail [Quarter Year]) 
Fiscal_Year_Prompt
Total: 1Filters:
[MarketingOperationsBV].[Project Budget].[Project ID] = ?projectid?
 
 
Fiscal Year[MarketingOperationsBV].[Project Budget Amount].[Fiscal Year] 
Project Name Query
(list)
Total: 1Filters:
[MarketingOperationsBV].[Project].[Project ID] = ?projectid?
 
 
Project Name (Code)[MarketingOperationsBV].[Project].[Project Name (Code)] 


Budget Summary by Quarter
Description: 
# Queries:1
Layout:1 list(s) 2 crosstabs(s)
Report Variables:ReportTypeRun (string): ReportOutput()
Report Language1 (locale): ReportLocale()
reports/Affinium Plan - Object Specific Reports/Budget Summary by Quarter.jpg
Query NameData ItemExpressionAgg/
Rollup Agg
Query1
(crosstab)
Total: 11Filters:
[MarketingOperationsBV].[Plan Budget].[Plan ID] = ?planid?
[MarketingOperationsBV].[Plan Budget Amount].[Fiscal Year] = ?fiscalyear?
 
 
Quarter Year[MarketingOperationsBV].[Plan Budget Amount].[Quarter Year] 
Allocated AmountIF ([MarketingOperationsBV].[Plan Budget Amount].[Allocated Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Plan Budget Amount].[Allocated Amount]) total/ calculated 
Allocated Remaining Amount[MarketingOperationsBV].[Plan Budget Amount].[Allocated Remaining Amount] total/ calculated 
Actual AmountIF ([MarketingOperationsBV].[Plan Budget Amount].[Actual Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Plan Budget Amount].[Actual Amount]) total/ calculated 
Actual Remaining Amount[MarketingOperationsBV].[Plan Budget Amount].[Actual Remaining Amount]total/ calculated 
Committed AmountIF ([MarketingOperationsBV].[Plan Budget Amount].[Committed Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Plan Budget Amount].[Committed Amount]) total/ calculated 
Committed Remaining Amount[MarketingOperationsBV].[Plan Budget Amount].[Committed Remaining Amount] total/ calculated 
Forecast AmountIF ([MarketingOperationsBV].[Plan Budget Amount].[Forecast Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Plan Budget Amount].[Forecast Amount]) total/ calculated 
Forecast Remaining Amount[MarketingOperationsBV].[Plan Budget Amount].[Forecast Remaining Amount] total/ calculated 
Budget AmountIF ([MarketingOperationsBV].[Plan Budget Amount].[Budget Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Plan Budget Amount].[Budget Amount]) total/ total 
aggregate(Quarter Year)aggregate(currentMeasure within detail [Quarter Year]) 
Query2
(crosstab)
Total: 12Filters:
[MarketingOperationsBV].[Plan Program Area].[Plan ID] = ?planid?
[MarketingOperationsBV].[Plan Program].[Plan ID] = ?planid?
[MarketingOperationsBV].[Program Budget Amount].[Fiscal Year] = ?fiscalyear?
 
 
Program Area Name[MarketingOperationsBV].[Plan Program Area].[Program Area Name] 
Program Name (Code)[MarketingOperationsBV].[Plan Program].[Program Name (Code)] 
Program URL[MarketingOperationsBV].[Program].[Program URL] 
Quarter Year[MarketingOperationsBV].[Program Area Budget Amount].[Quarter Year] 
Budget Amount1IF ([MarketingOperationsBV].[Program Budget Amount].[Budget Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Program Budget Amount].[Budget Amount]) total/ automatic 
Actual AmountIF ([MarketingOperationsBV].[Program Budget Amount].[Actual Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Program Budget Amount].[Actual Amount]) total/ automatic 
Committed AmountIF ([MarketingOperationsBV].[Program Budget Amount].[Committed Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Program Budget Amount].[Committed Amount]) total/ automatic 
Forecast AmountIF ([MarketingOperationsBV].[Program Budget Amount].[Forecast Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Program Budget Amount].[Forecast Amount]) total/ automatic 
Budget AmountIF ([MarketingOperationsBV].[Program Budget Amount].[Budget Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Program Budget Amount].[Budget Amount]) total 
aggregate(Program Area Name)aggregate(currentMeasure within detail [Program Area Name]) 
aggregate(Program Name (Code))aggregate(currentMeasure within detail [Program Name (Code)]) 
aggregate(Quarter Year)aggregate(currentMeasure within detail [Quarter Year]) 
Fiscal_Year_Query
Total: 1Filters:
[MarketingOperationsBV].[Plan Budget].[Plan ID]=?planid?
 
 
Fiscal Year[MarketingOperationsBV].[Plan Budget Amount].[Fiscal Year] 
Plan Name Query
(list)
Total: 1Filters:
[MarketingOperationsBV].[Plan].[Plan ID] = ?planid?
 
 
Plan Name (Code)[MarketingOperationsBV].[Plan].[Plan Name (Code)] 


Budget Summary by Quarter
Description: 
# Queries:1
Layout:1 list(s) 2 crosstabs(s)
Report Variables:ReportTypeRun (string): ReportOutput()
Report Language1 (locale): ReportLocale()
reports/Affinium Plan - Object Specific Reports/Budget Summary by Quarter.jpg
Query NameData ItemExpressionAgg/
Rollup Agg
Query1
(crosstab)
Total: 11Filters:
[MarketingOperationsBV].[Program Budget].[Program ID] = ?programid?
[MarketingOperationsBV].[Program Budget Amount].[Fiscal Year] = ?fiscalyear?
 
 
Quarter Year[MarketingOperationsBV].[Program Budget Amount].[Quarter Year] 
Budget AmountIF ([MarketingOperationsBV].[Program Budget Amount].[Budget Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Program Budget Amount].[Budget Amount]) total/ total 
Allocated AmountIF ([MarketingOperationsBV].[Program Budget Amount].[Allocated Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Program Budget Amount].[Allocated Amount]) total/ calculated 
Allocated Remaining Amount[MarketingOperationsBV].[Program Budget Amount].[Allocated Remaining Amount] total/ calculated 
Actual AmountIF ([MarketingOperationsBV].[Program Budget Amount].[Actual Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Program Budget Amount].[Actual Amount]) total/ calculated 
Actual Remaining Amount[MarketingOperationsBV].[Program Budget Amount].[Actual Remaining Amount] total/ calculated 
Committed AmountIF ([MarketingOperationsBV].[Program Budget Amount].[Committed Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Program Budget Amount].[Committed Amount]) total/ calculated 
Committed Remaining Amount[MarketingOperationsBV].[Program Budget Amount].[Committed Remaining Amount] total/ calculated 
Forecast AmountIF([MarketingOperationsBV].[Program Budget Amount].[Forecast Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Program Budget Amount].[Forecast Amount]) total/ calculated 
Forecast Remaining Amount[MarketingOperationsBV].[Program Budget Amount].[Forecast Remaining Amount] total/ calculated 
aggregate(Quarter Year)aggregate(currentMeasure within detail [Quarter Year]) 
Query2
(crosstab)
Total: 9Filters:
[MarketingOperationsBV].[Program Project].[Program ID] = ?programid?
[MarketingOperationsBV].[Project].[Project Request Flag] = 'N' or [MarketingOperationsBV].[Project].[Project Request Flag] is null or [MarketingOperationsBV].[Project].[Project Request Flag] = ''
[MarketingOperationsBV].[Project Budget Amount].[Fiscal Year] = ?fiscalyear?
 
 
Quarter Year[MarketingOperationsBV].[Project Budget Amount].[Quarter Year] 
Budget AmountIF ([MarketingOperationsBV].[Project Budget Amount].[Budget Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Budget Amount]) total/ total 
Actual AmountIF ([MarketingOperationsBV].[Project Budget Amount].[Actual Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Actual Amount]) total/ total 
Committed AmountIF ([MarketingOperationsBV].[Project Budget Amount].[Committed Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Committed Amount]) total/ total 
Forecast AmountIF([MarketingOperationsBV].[Project Budget Amount].[Forecast Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Budget Amount].[Forecast Amount]) total/ total 
Project Name (Code)[MarketingOperationsBV].[Program Project].[Project Name (Code)] 
Project URL[MarketingOperationsBV].[Project].[Project URL] 
aggregate(Project Name (Code))aggregate(currentMeasure within detail [Project Name (Code)]) 
aggregate(Quarter Year)aggregate(currentMeasure within detail [Quarter Year]) 
Fiscal_Year_Query
Total: 1Filters:
[MarketingOperationsBV].[Program Budget].[Program ID] = ?programid?
 
 
Fiscal Year[MarketingOperationsBV].[Program Budget Amount].[Fiscal Year] 
Program Name Query
(list)
Total: 1Filters:
[MarketingOperationsBV].[Program].[Program ID] = ?programid?
 
 
Program Name (Code)[MarketingOperationsBV].[Program].[Program Name (Code)] 


Detailed Expense Breakout
Description: 
# Queries:1
Layout:4 list(s)
Report Variables:ReportTypeRun (string): ReportOutput()
Report Language1 (locale): ReportLocale()
reports/Affinium Plan - Object Specific Reports/Detailed Expense Breakout.jpg
Query NameData ItemExpressionAgg/
Rollup Agg
Account Query
(list)
Total: 7Filters:
[MarketingOperationsBV].[Project Invoice Cost].[Project ID] = ?projectid?
[MarketingOperationsBV].[Project Line Item].[Project ID] = ?projectid?
[MarketingOperationsBV].[Project Line Item].[Quarter Year] = ?quarteryear?
[MarketingOperationsBV].[Project Invoice Cost].[Quarter Year]=?quarteryear?
 
 
Item CostIF ([MarketingOperationsBV].[Project Invoice Cost].[Item Cost] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Invoice Cost].[Item Cost]) total/ total 
Committed AmountIF ([MarketingOperationsBV].[Project Line Item].[Committed Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Line Item].[Committed Amount]) total/ total 
Forecast AmountIF ([MarketingOperationsBV].[Project Line Item].[Forecast Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Line Item].[Forecast Amount]) total/ total 
Account Name (Code)[MarketingOperationsBV].[Account].[Account Name (Code)] 
Invoice Number[MarketingOperationsBV].[Project Invoice Cost].[Invoice Number] 
Invoice URL[MarketingOperationsBV].[Project Invoice Cost].[Invoice URL] 
Project ID[MarketingOperationsBV].[Project Line Item].[Project ID] 
Cost Category Query
(list)
Total: 7Filters:
[MarketingOperationsBV].[Project Line Item].[Project ID]=?projectid?
[MarketingOperationsBV].[Project Invoice Cost].[Project ID]=?projectid?
[MarketingOperationsBV].[Project Line Item].[Quarter Year] = ?quarteryear?
[MarketingOperationsBV].[Project Invoice Cost].[Quarter Year]=?quarteryear?
 
 
Item CostIF ([MarketingOperationsBV].[Project Invoice Cost].[Item Cost] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Invoice Cost].[Item Cost]) total/ total 
Committed AmountIF ([MarketingOperationsBV].[Project Line Item].[Committed Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Line Item].[Committed Amount]) total/ total 
Forecast AmountIF ([MarketingOperationsBV].[Project Line Item].[Forecast Amount] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Line Item].[Forecast Amount]) total/ total 
Cost Category Display[MarketingOperationsBV].[Cost Category].[Cost Category Display] 
Invoice Number[MarketingOperationsBV].[Project Invoice Cost].[Invoice Number] 
Invoice URL[MarketingOperationsBV].[Project Invoice Cost].[Invoice URL] 
Project ID[MarketingOperationsBV].[Project Invoice Cost].[Project ID] 
Quarter_Query
Total: 2Filters:
[MarketingOperationsBV].[Project Budget].[Project ID] = ?projectid? and [MarketingOperationsBV].[Project Budget].[Budget ID] = [MarketingOperationsBV].[Project Budget Amount].[Budget ID]
 
 
Quarter Year[MarketingOperationsBV].[Project Budget Amount].[Quarter Year] 
Display Quarter Yearsubstring([MarketingOperationsBV].[Project Budget Amount].[Quarter Year],4) + ' ' + substring([MarketingOperationsBV].[Project Budget Amount].[Quarter Year],1,2)  
Vendor_Query
(list)
Total: 5Filters:
[MarketingOperationsBV].[Project Invoice Cost].[Project ID]=?projectid?
[MarketingOperationsBV].[Project Invoice Cost].[Quarter Year]=?quarteryear?
 
 
Item CostIF ([MarketingOperationsBV].[Project Invoice Cost].[Item Cost] is missing) THEN (0) ELSE ([MarketingOperationsBV].[Project Invoice Cost].[Item Cost]) total/ total 
Vendor Display[MarketingOperationsBV].[Project Invoice Cost].[Vendor Display] 
Invoice Number[MarketingOperationsBV].[Project Invoice Cost].[Invoice Number] 
Invoice URL[MarketingOperationsBV].[Project Invoice Cost].[Invoice URL] 
Project ID[MarketingOperationsBV].[Project Invoice Cost].[Project ID] 
Project Name Query
(list)
Total: 1Filters:
[MarketingOperationsBV].[Project].[Project ID] = ?projectid?
 
 
Project Name (Code)[MarketingOperationsBV].[Project].[Project Name (Code)] 


Team Members
Description: 
# Queries:1
Layout:2 list(s)
Report Variables:ReportRunType (string): ReportOutput()
Report Language1 (locale): ReportLocale()
reports/Affinium Plan - Object Specific Reports/Team Members.jpg
Query NameData ItemExpressionAgg/
Rollup Agg
Query1
(list)
Total: 6Filters:
[MarketingOperationsBV].[Team].[Team ID]=(?teamid?)
 
 
Team Description[MarketingOperationsBV].[Team].[Team Description] 
Team Member ID[MarketingOperationsBV].[Team].[Team Member ID] 
Team Member Name - First Last[MarketingOperationsBV].[Team].[Team Member Name - First Last] 
Team Member Type ID[MarketingOperationsBV].[Team].[Team Member Type ID] 
Team Member Type Name[MarketingOperationsBV].[Team].[Team Member Type Name] 
Team ID[MarketingOperationsBV].[Team].[Team ID] 
Query2
(list)
Total: 1Filters:
[MarketingOperationsBV].[Team].[Team ID]=?teamid?
 
 
Team Name[MarketingOperationsBV].[Team].[Team Name] 


Copyright

© Copyright Unica Corporation 2003 - 2010. All rights reserved.

Unica Corporation
Reservoir Place North
170 Tracer Lane
Waltham, MA 02451-1379
Examples and Data

All software and related documentation is subject to restrictions on use and disclosure as set forth in the Unica Software License and Services Agreement, with restricted rights for U.S. government users and applicable export regulations.

Companies, names, and data used in examples herein are fictitious unless otherwise noted.

Trademarks and Patents

Unica®, the Unica logo, Affinium®, MarketingCentral®, MarketSoft®, MarketSoft logo, DemandMore®, Leads to Revenue®, NetTracker®, My NetTracker®, and Ask NetTracker® are registered trademarks of Unica Corporation with the U.S. Patent and Trademark Office.

Affinium Campaign™, Affinium Campaign Collaborate™, Affinium Campaign eMessage™, Affinium Campaign Interact™, Affinium Campaign Optimize™, Affinium Detect™, Affinium Leads™, Affinium Leads Referral™, Affinium Leads Contact™, Affinium Model™, Affinium NetInsight™, Affinium Insight™, Affinium Plan™, Affinium Mart™, Universal Dynamic Interconnect™, Interconnect Modules™, Marketic™, Powering Marketing Success™, Drill Anywhere™, Marketing Objects™, Trend Anything™, Customer Value Maximization™, MAP™, One-to-One Optimization™, and Right-time Marketing™ are trademarks of Unica Corporation. All other trademarks are the property of their respective owners.

Portions of the software described in this document are covered by U.S. Patent Numbers: 6,317,752, 6,269,325, 6,542,894, and 6,782,390.

The NetTracker, Affinium Insight, and Affinium NetInsight products are licensed under the following patents and patent publications: US5,675,510, US6,115,680, US6,108,637, US5,796,952, US6,138,155, US6,653,696, US6,763,386, AU0701813, BR9609217, CA2223919, EP0843946, JP03317705, MX193614, NO09705728, AU735285, CA2246746, CN1174316, CN1547123, CN1547124, DK870234, DE69720186, ES2195170, AU727170, BR9808033, CA2284530, CN1251669, IL131871, JP2000514942, KR341110, NZ337756, WO9641495, EP0870234, EP1130526, EP1168196, US20040078292, WO9810349, US20050114511, US20040221033, WO9843380.

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NOTICE: This document contains confidential and proprietary information of Unica Corporation ("Unica"). Use, duplication, or disclosure without the express written consent of Unica Corporation is prohibited.