Report Wizard

    What is the Report Wizard?

    The Report Wizard in Sugar Market, formerly known as Salesfusion, is a beautiful hybrid between standard and custom reports. As you may know, Standard Reports are pre-built reports with very little room for customization. Custom Reports, while highly customizable, require a good bit of knowledge to apply the right filters and groupings to pull in the data you need. The Report Wizard gives you the best of both worlds. It creates the foundation of the report for you, applying filters and grouping where needed, but also allows you to control what your data output looks like and attach additional filtering criteria.

    For a reference to all reports accessible through the report wizard, see below.

    Step-By-Step Guide

    1. Enter the name and description for your report, set the marketing section and the report category to the desired areas of the system.
    2. Select a folder to store your report in and click next.
    3. Choose the columns of information you want to see in your report. These columns will come from the sections you have selected.
    4. Step 3 will have additional filters depending on the type of information you’re selected to display.

    This will bring you to the Report Builder to further customize this report as needed.

    8.0 Wizard Definitions

    Data

    Report Category Description Tables Filters
    Accounts This report will give you a list of accounts by owner. Accounts Users Account.OwnerID = [whichever user is selected in the wizard]
    Accounts with Events This report will allow you to pull a list of accounts by owner and add in information from the events table. Accounts Events Users Account.OwnerID = [whichever user is selected in the wizard]
    Accounts with Opportunities This report will allow you to pull a list of all opportunities by account & account owner. Accounts Opportunities Users Account.OwnerID = [whichever user is selected in the wizard]
    Accounts with tasks This report will allow you to pull a list of tasks based off account & account owner. Accounts Tasks Users Account.OwnerID = [whichever user is selected in the wizard]
    Contacts This report will allow you to pull a list of contacts by account and account owner. Accounts Contacts Users Contacts.CRMType = [whichever type was selected in wizard]
    if you selected a contact type of leads or contacts, then it adds: Contacts.OwnerID = [whichever was set up in wizard]
    Contacts with Events This report will allow you to pull a list of contact and account info based off the contact owner and also view information from the event table. Accounts Contacts Events Users Contacts.CRMType = [whichever type was selected in wizard]
    if you selected a contact type of leads or contacts, then it adds: Contacts.OwnerID = [whichever was set up in wizard]
    Contacts with Opportunities This report allows you to view opportunities by contact & account, as well as by owner. Accounts Contacts Opportunities Users Contacts.CRMType = [whichever type was selected in wizard]
    if you selected a contact type of leads or contacts, then it adds: Contacts.OwnerID = [whichever was set up in wizard]
    Contacts with Tasks This report allows you to view tasks by contact & accounts, as well as by owner. Accounts Contacts Tasks Users Contacts.CRMType = [whichever type was selected in wizard]
    if you selected a contact type of leads or contacts, then it adds: Contacts.OwnerID = [whichever was set up in wizard]
    Contacts Warehouse This report is a report that pulls data from the contactwarehouse (which is only updated once per week onSundays). This will show every marketing touch that any Salessfusion user has had with a contact. Accounts Contacts Users if you selected a contact type of leads or contacts, then it adds: Contacts.OwnerID = [whichever was set up in wizard]

    Landing Pages

    Report Category Description Tables Filters
    Completed Landing Page This report will provide information on who has completed a particular landing page. It will also allow you to create a list of individuals that have filled out multiple landing pages. This report will NOT pull back specific responses from a landing page. Accounts Contacts landing page RequestForm User RequestFormCompleted = 1 Dialog.DialogID = [ID of dialog selected in wizard]
    Has not completed a landing page This report will provide information on who has never completed a landing page through Sugar Market. Accounts Contacts ContactsWarehouse Users ContactsWarehouse.DialogsTotal – 0
    eMail Statistics This report allows you to view email statistics based off a specific campaign. **Please note when creating this report with the wizard, there are default columns set up as the most common statistics requested. You can add or remove any of these columns in step 2 or in the report properties to get the exact report you’d like. Campaigner CampaignerWarehouse campaigner.CampaignerID = [what ever ID was selected in the wizard]

    Emails

    Report Category Description Tables Filters
    already undeliverable This report will allow you to quickly pull a list of contacts that were excluded by a particular campaign because they were already marked as undeliverable. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard] CampaignerActual.Status=7
    already unsubscribed This report will allow you to quickly pull a list of contacts that were excluded by a particular campaign because they previously unsubscribed to another email. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard] CampaignerActual.Status=6
    bounced This report will show you all contacts/leads that bounced for a particular campaign. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard]
    CampaignerActual.Status = 1 DeliveryStatus = 2
    cancelled This report will show you all contacts/leads that were cancelled from a campaign. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard]
    CampaignerActual.Status=77
    clicked This report will show you everyone that clicked on a a particular email campaign. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard]
    CampaignerActual.Status=1 CampaignerActual.Clicked is greater than or equal to 1
    click history This report will allow you to see the exact links that a recipient clicked within a campaign. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard]
    excluded domains This is a report showing all contacts & leads excluded from a particular campaign (or group of campaigns) based on excluded domains set up in your suppression lists. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard] CampaignerActual.Status=8
    Email Throttle This is a report showing all contacts & leads excluded from a particular campaign (or group of campaigns) based on the email throttle settings established inside the email designer. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard] CampaignerActual.Status=11
    has not been sent an email This report will show you a list of all your contacts and leads that have not received an email from Sugar Market. This report pulls data from the contact warehouse (which is only updated once per week on Sundays). Accounts Contacts ContactsWarehouse Users ContactsWarehouse.CampaignsTotal = 0
    on hold This report will show you all contacts & leads that are currently on hold for a particular campaign. If you have a limit to the number of emails you can send during an allotted time & you’ve reached that limit, the remaining emails will be placed on hold. To release emails from hold, please file a case with the Sugar Support team. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard]
    CampaignerActual.Status=9
    opened This report will show you all contacts & leads that have opened a particular email (or group of emails). Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard]
    CampaignerActual.Status=1 CampaignerActual.Opened is greater than or equal to 1
    open history This report will show you the date and time that a recipient opened a campaign. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard]
    excluded domains This report will show you all contacts/leads that were excluded from a campaign because they were rejected. This means that the system rejected your campaign and the campaign was not even attempted to be sent out. This is usually due to a user error such as not having any content, sending from no email address or sending from an invalid email address (i.e. jamie@gmail.com.gmail.com). These are not your hard bounces. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard] CampaignerActual.Status=2
    sent and delivered This report will show you all contacts/leads that were sent a particular campaign & we have confirmation back from their mail server that the email was delivered. Keep in mind, just because a contact or lead is not on this list doesn’t mean they have not received your campaign, it just means we haven’t heard back from their server to be able to record the status. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard] CampaignerActual.Status=1
    statistics report This is a unique report that will allow you to pull full email statistics for a campaign or group of campaigns.
    Please note that in step 2 of the report wizard you cannot remove any of the default columns. However, you can add columns during this step. Once your report is created, you can view individual statistics for each contact/lead for a particular campaign. If you’d like to see the calculated statistics such as % opened, etc,
    you’ll complete the wizard, and choose Export Statistics in the report details screen. This will send a note to the server and a report will be emailed to you.
    Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard]
    to be mailed This report will list the emails that have been put into the queue, but have not actually been sent yet by Sugar Market. Accounts Campaigner CampaignerActual Contacts Users CampaignerActual.Status = -1 OR -2 OR 0 Campaigner.CampaignerID = [whichever campaign was selected in the wizard]
    trigger throttle This is a report showing all contacts & leads excluded from a particular campaign (or group of campaigns) based on the throttle settings for a trigger campaign established inside the email designer. Accounts Campaigner CampaignerActual Contacts Users Campaigner.CampaignerID = [whichever campaign was selected in the wizard]
    CampaignerActual.Status=12

    Events

    Report Category Description Tables Filters
    attended This report will provide insight to everyone who attended an event (or group of events). Accounts Contacts Users Webinar Webinar Master Webinar Member Webinar.WebinarID = [whichever event you selected in the wizard]
    WebinarMemeber.Attanded = True
    follow up This report will provide a list of everyone who is marked for followup from a particular event (or group of
    events).
    Accounts Contacts Users Webinar Webinar Master Webinar Member Webinar.WebinarID = [whichever event you selected in the wizard]
    WebinarMemeber.FollowUp = True
    has not registered for an event This report will provide a list of all contacts.leads that have not attended an events. Keep in mind, this report pulls data from the contact warehouse (which is only updated once per week on Sundays). Accounts Contacts ContactWarehouse Users ContactsWarehouse.EventsTotal = 0
    registered This report will show you everyone that has registered for a particular event. Accounts Contacts Users Webinar Webinar Master Webinar Member Webinar.WebinarID = [whichever event you selected in the wizard]
    WebinarMemeber.Registered = True

    Web Activity

    Report Category Description Tables Filters
    has not visited the website This report will show you a list of all your cookied contacts that have not visited the website. All contacts
    who are not cookied will have their web activity stored under their account. Keep in mind, this report pulls data from the contact warehouse (which is only updated once per week on Sundays).
    Accounts Contacts ContactWarehouse Users ContactsWarehouse.WebActivityTotal = 0
    page visited by page name This report will show you a list of who all has visited a particular page on your website. Accounts Contacts Users WebActivity WebActivityDetail WebActivityDetail.Path contains [whichever page you selected in the wizard]
    IF you selected a Web Category in the Wizard other than all, you’ll also see this:
    WebActivity.SubSite = [backend ID for the category you selected]
    page visited by title This report will show you a list of pages visited by title. Accounts Contacts Users WebActivity WebActivityDetail WebActivityDetail.Path contains [whichever page you selected in the wizard]
    IF you selected a Web Category in the Wizard other than all, you’ll also see this:
    WebActivity.SubSite = [backend ID for the category you selected]
    in Reports

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