Generate the Campaign Progress Report

Use the following steps to generate the Campaign Progress report, which provides progress and message delivery metrics for a single, specific campaign. Once the report is generated, it can be exported and downloaded to a PDF file or XLS file.

Open Report Settings

  1. Log In to Catalyst.
  2. Select Reports. The Reports panel opens.

  1. Select Campaign Progress. The Campaign Progress panel opens.

Set Time Period

Generate the Campaign Progress report for either a fixed date range or the entire length of time the campaign ran.

Fixed Date Range

Use the Start date and End date settings to generate the report of a specified date range.

  1. In Start date, enter the first day to include in the report in MMDDYYYY format. Note: Manually enter the date or use the provided calendar to select the date.
  2. In End date, enter the last day to include in the report in MMDDYYYY format. Note: Manually enter the date or use the provided calendar to select the date.

Start to Finish

Use the Campaign start-to-end option to generate the report for the campaign's full time period.

  1. Select Campaign start-to-end, to generate the report for the campaign's full time period.
  2. Note: This disables the Start date and End date settings.

Select a Campaign

  1. In Campaign, select the campaign for which the report is being generated.

Generate Report

  1. Select Generate Report. The Campaign Progress panel opens the report.

  1. Note: The Export PDF function and Export XLS function are now enabled.

Export Report

After the report is generated, the report data can be exported to a PDF (.pdf file) or XLS (.xls file).

PDF

Use the following steps to generate and download the current report in a PDF file.

  1. Select Export PDF. The PDF file is generated and automatically downloaded to the download location configured for the web browser from which the report is generated.
  2. The PDF filename format is <CAMPAIGN NAME> MM_DD_YYYY.pdf, where <CAMPAIGN NAME> is the name of the selected campaign and MM_DD_YYYY is the end date of the report.

XLS

Use the following steps to generate and download the current report in an XLS file.

  1. Select Export XLS. The XLS file is generated and automatically downloaded to the download location configured for the web browser from which the report is generated.
  2. The XLS filename format is <CAMPAIGN NAME> MM_DD_YYYY.xls, where <CAMPAIGN NAME> is the name of the selected campaign and MM_DD_YYYY is the end date of the report.

Updated: 081026