Generate built-in reports and work with analytical views

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Microsoft Dynamics Marketing provides both analytical views and pre-designed reports that make it easy for you to analyze and present your marketing results and other data. The analytical views are intended for viewing on-screen, though you can also export them to Excel, while the reports are optimized more for exporting and printing.

The various types of reports and analytic views are protected by different privileges, thus helping to ensure that access privileges to these data can be consistent with access to similar types of data in the rest of the system. See the following table for details. For more information about assigning privileges, see Work with user accounts and staff contacts.

Report or view location

Required privilege

Performance > Campaign Management > Campaign Performance

Campaign Performance

Performance > Campaign Management > Marketing Results

Marketing Execution > Results > Results

Results

Performance > Campaign Management > Online Visitors

Marketing Execution > Internet Marketing > Online Visitors

Behavior Analysis

Performance > Marketing Database > Opportunity Metrics

Marketing Execution > Lead Management > Opportunity Metrics

Metrics

Performance > Marketing Database > Opportunities Forecast

Marketing Execution > Lead Management > Opportunity Forecast

Metrics

Performance > Media > Media Gantt

Assets & Media > Media Performance > Media Gantt

Metrics

Performance > Media > Media Usage

Assets & Media > Media Performance > Media Usage

Purchase Orders or Expenses

Performance > Media > Broadcast Verification

Assets & Media > Media Performance > Broadcast Verification

Broadcast Verification

Performance > Media > Tear Sheets

Assets & Media > Media Buying > Tear Sheets

Tear Sheets

Performance > Media > Media Traffic

Assets & Media > Media Buying > Tear Traffic

Media Traffic

Performance > Media > Result Metrics

Assets & Media > Media Performance > Result Metrics

Media Results

Performance > Projects > Jobs % on Time

Projects > Reports > Jobs % on Time

Metrics

Performance > Projects > Jobs Actual vs. Est Time

Projects > Reports > Jobs Actual vs. Est Time

Jobs

Performance > Projects > Jobs Performance

Projects > Reports > Jobs Performance

Metrics

Performance > Projects > Request Metrics

Metrics

Performance > Projects > Approval Workload

Projects > Reports > Approval Workload

Metrics

Performance > Projects > Tasks Workload

Projects > Reports > Tasks Workload

Metrics

Performance > Projects > Tasks Gantt

Projects > Reports > Tasks Gantt

Metrics

Performance > Projects > Estimated Time

Projects > Reports > Estimated Time

Metrics

Performance > Projects > Time Utilization/Realization

Projects > Reports > Time Utilization/Realization

Metrics

Performance > Projects > Time Workload

Projects > Reports > Time Workload

Metrics

Performance > Projects > Invoiced Time

Projects > Reports > Invoiced Time

Metrics

Performance > Other Reports > Other Reports

Reports

System_CAPS_importantImportant

In addition to the general Reports permission, all non-admin users must be permitted access to each individual type of report included here. For complete details about granting these permissions, see Grant permissions for reports and OData

Many features of Dynamics Marketing provide an analytic view of the data they collect and process. These views are generally spread throughout the application to keep them close to their related features. However, the relevant menu points are also collected (and repeated) under in the Performance area (for example, Performance > Projects > Jobs % on Time actually opens the same page as Projects > Reports > Jobs % on Time). The Performance area also includes a few features that are not available in any of the other areas.

To work with an analytic view (and possibly use it as the basis for a report), do the following:

  1. Open the relevant menu entry (either in the Projects area or using a menu item closer to the feature controls).

  2. Use the search, sort, and filter controls provided to assemble and organize the data that you wish to use. Depending on the type of view you are working with, you may have additional special-purpose controls to further optimize the data (for details about these, choose the Help Help button icon in the upper-right corner of the page to open the relevant help topic). Note that these views often provide links to related records and information so you can explore your data as needed.

  3. Once you have created a useful view of your data, you can print, export and/or save it for use in a report by using the various toolbar buttons.

The analytical views provided in the Performance area (and discussed above) enable you to explore your results, establish a dataset and export it for use in reports and other external applications. However, these features are mostly targeted for on-screen use. So, in addition to these, Dynamics Marketing also provides a collection of analytical views designed more specifically for generating reports. To find these, go to Performance > Other Reports > Other Reports. Unlike with the other analytical views, these reports offer the following:

  • Custom header and footer graphics: Add your logo and/or other common elements to the header and/or footer of all of your built-in reports. To establish these, use the Logo Options settings on the Site Settings page (More information: Configure site settings).

  • Export to PDF: save a local copy of a report as a PDF document.

  • Email as PDF: generate and send a PDF version via email.

  • Export to Excel: save a local copy of a report as a Microsoft Office Excel workbook (also available with most analytic views).

  • Print: print a physical report (also available with most analytic views)

To work with built-in reports do the following:

  1. Go to Performance > Other Reports > Other Reports to open the Reports page.

  2. Navigate through the Reports list to find and select the type of report you wish to generate.

  3. Use the filter controls provided to assemble the data that you wish to include in your report, and then choose Go to apply your filter.

  4. A preview of your report is shown. Continue to work with the filters until the report includes all of the data you need. Once you have set up the report, use the various toolbar buttons to email (as PDF), print, export, or save it.

System_CAPS_noteNote

Some types of special-purpose built-in reports, such as printed checks or invoices, can be created and seen in other relevant areas of Dynamics Marketing in addition to (or instead of) the Other Reports area.

See the following subsections for an overview of the various types of built-in reports that are available in the Other Reports area.

Report

Description

Category Listing

Get an overview of categories and category values. You can further filter the categories by their type and status.

Report

Description

Cash Receipts

Print out a list of payments received from clients.  

Check Details

See the details of all checks written within a specified date range.

Deposit Details

See the details of all deposits made in bank accounts in a specified date range.

Deposit Slip

See the details of each deposit made from payment holding accounts into bank accounts within a specified date range.

Reconciliation Summary

Print out a summary of a bank reconciliation.

Report

Description

Campaign Listing

See all campaigns in the system with a variety of filter options.

Campaign Report

Get a formatted view of campaigns. You can further filter on campaigns by their status and company.

Report

Description

A/R Aging

See all unpaid invoices grouped by due date.

AR Aging Detail

See the balance of each invoice owed in a tabular format. The invoices are grouped by client.

AR Aging Summary

Get an overview of all unpaid invoices grouped by the due date.  You can see the accounts and organization these unpaid invoices are for.

Client Balance

See all receivables for each client.

Client Quote

See a client quote in a report that can be sent to a client for sign-off or approval.

Client Quote Listing

See a list of client quotes.

Collections Report

See the client receivables and contact information.  

Credit Memo/Refund

Create credit memos and issue credits or refunds. A credit memo documents the credit or refund due to a client. Refunds create entries in Accounts Payable whereas Credit Memos create entries in Accounts Receivable.

Invoice Report

See the invoice. You can also see the organization for which the invoices were created and the date interval for which these invoices were created.

Item Price Listing

See all items and services and their prices.

Open Invoices

See all unpaid invoices grouped by due date.

Rep Balance

See all receivables for each client grouped by representative (Rep).

Retainer Balance

See all unpaid invoices grouped by due date.

Sales Order Report

See sales orders for a specific date interval or organization. You can also see who ordered these sales orders.

Statements

Create a report for each client showing what they owe.  

Unbilled Costs by Client

See all unbilled expenses ordered by the client. You can view these expenses for a date range, for a specific company, department, division or job.

Report

Description

Balance Sheet

See the site company's assets and liabilities in a typical Balance Sheet format as of a specific date.

Budget Workbook

Print out a budget workbook.

Comparative Income Statement

Compare income statements. You can see the income statements for a specific company, period (start and end date), or account.

General Ledger

See the activity in accounts over a specific period of time. For each account in the chart of accounts, the report shows all the transactions that occurred in that account.

General Ledger (Cash)

See the activity in accounts over a specific period of time using cash-basis accounting rules. For each account in the chart of accounts, the report shows all the transactions that occurred in that account.

Income Statement

See the income statement. You can view the income statement for an organization, specific period, account or interval.

Income Statement (Cash)

See an organization’s revenue and expenses in a typical Income Statement or Profit & Loss Statement format for a specific date range, using the Cash Method of Accounting.

Income Statement by Client

See the income statement per client. You can further filter this report to see the income statement for an organization, a period (start date and end date), account, and interval.

Journal Report

See all debits and credits that occurred during a period of time.

Payroll

Print out a payroll.  

Revenue Trend

See revenue by date in a line chart.

Trial Balance Report

Create a trial balance as of a specific date, and shows the balance of each account in debit and credit format.

Trial Balance (Cash)

Create a trial balance as of a specific date using cash-basis accounting rules, and show the balance of each account in debit and credit format.

Statement of Cash Flows

See the sources and uses of cash. This shows how your cash position has changed over a period of time. It shows the amount of cash earned from profit, where you received additional cash, and where your cash was spent. And it shows how much cash was provided or used by:

  • Operating Activities: Revenue, Expenses and Cost of Goods Sold (COGS).

  • Accounts Receivable: This shows the payment not yet received from your customers.

  • Accounts Payable: Current liabilities, showing purchases you have not yet paid for.

  • Investing Activities: Shows how much cash was invested in assets such as equipment and furniture.

  • Financing Activities: Shows how much cash was provided by long-term liabilities and equity. These financing activities often include loans, investments by the owner, and retained earnings. They also include any reductions in equity due to owner's draws on profits.

Report

Description

Email Report

See the contents of an email message.  

Report

Description

Client Estimate

See the prices using the information in an estimate in spreadsheet format.

Cost Estimate

See the cost estimate using the information in estimates (not from client quotes) in spreadsheet format.

Estimate

Determine the estimate and price. You can further filter this report by job, campaign, event, and program. You can also see who the estimate and price report was prepared for and who wrote it..

Estimate Cost and Price

Determine the estimated cost and estimated price. You can further filter this report by job, campaign, event, and program. You can also see who the estimate and price report is prepared for and who wrote it.

Report

Description

Event Listing

List the events. You can further filter these events by company, the start and end date, and the status.

Event Report

See various important details about each event. This report shows all the details about each event like its status, venue, estimated attendance, sessions, and tasks.

Staffing

See the staffing details for the events. You can further see the staffing details by date, event, session, or contact.

Report

Description

Component Requests

See the component requests. You can further see who requested these components and their status.

Component Usage Summary

Get the summary for the component usage. You can further see the component usage by date, requested by, and status.

Expense Listing by Job

List the expenses by jobs. You can also see the expenses by company, campaign, program, event, or date.

Job Calendar

See the list of jobs, and also find out which jobs have passed the due date and which are on time.

Job Listing

List the jobs. You can filter the jobs by company, start date, due date, and status.

Job Profitability

Get the job profitability overview. You can further filter this by company, department, job, organization, and the “As of” date.

Job Report

See information about each job.  

Job Time Billing by Contact

See the job time billing by contact. You can further filter the report by company, start date, completed date, and status.

Job Time Billing by Service

See the job time billing by service. You can further filter the report by company, start date, completed date, and status.

Job Time by Contact

See the job time by contact. You can further filter the report by company, contact, start date, completed date, due date, and status.

Job Trend Chart

See jobs by start date in a line chart.

Job/Task Gantt Chart

See jobs and tasks in a graphical Gantt Chart.

Unbilled Costs by Job

See all unbilled expenses for each job within a date range.  

Report

Description

Broadcast Media Plan

Print out a media plan using a tabular format that is typically used for broadcast media.  

Client Media Purchases

Print out a listing of media purchases by each client.

Media Outlet Listing

Print out lists of media outlets in spreadsheet format.  

Media Outlet Report

Print out information about each media outlet.

Media Results Summary

Print out a summary of results for a media outlet and date range.

Media ROI

Print out a report showing the ROI from different media outlets.

Media Sales

See the media sales within a given timespan. You can further filter the report by company, campaign, media, and media type.

Media Traffic

Get a summary of advertisements by media type and vendor that have been ordered in a certain time frame for a selected outlet, media, or expense type.

Print Media Plan

Print out a media plan if a format that is typically used for newspapers, magazines and other print media. Print  media plans typically list each insertion in a row.

Radio Expense

See information contained in each radio expense.

Radio Invoice

See radio spots in a tabular format.

Note: The radio invoice doesn't support taxable transactions. Use the default invoice instead.

Radio Order

See radio spots in a tabular format.

TV Expense

See information about a TV expense.

TV Invoice

See spots in a tabular format.

TV Order

See spots in a tabular format.

Report

Description

Program Listing

See all programs in the system with a variety of filter options.

Report

Description

Result Summary

Print out a summary of results for a project and date range.

Results Trend

See results by date in a line chart.

Report

Description

Contact Listing

See a list of contacts in spreadsheet format.

Contact

Print out information about a single contact.

Lead Listing

See leads in a tabular format that occurred during a period of time.

Lead

See information about a single lead on each page.

Lead Trend Chart

See new leads by date in a line chart.

New contacts by assignment

Get an overview of new contacts ordered by assignment role. You can further filter the report by date interval, group, type, and active status.

New contacts by month

Get an overview of new contacts by month role. You can further filter the report by date interval, group, type, and active status.

Opportunity Forecast

See an opportunity forecast. You can further filter the report by date interval, contact, company, and type.

Opportunity Listing

See all opportunities in a spreadsheet style grid.

Opportunity

See information about a single opportunity.

Opportunity Summary

Get an opportunity summary. You can further filter the report by date interval, company, owner, and type.

Opportunity Trend

See opportunities by date in a line chart.

Sales by Client

See all sales to each client, except retainers.

Sales by Client (Cash)

See all sales to each client, except retainers that have been paid for.

Sales by Item

See all sales of each item/service.

Sales by Item (Cash)

See sales by items. You can further filter the report by category and data. Retainers are not included in this report.

Sales by Rep (Cash)

Print out a report listing all paid invoices for each client. Retainers are not included in the report.  

Sales by Rep by Item (Cash)

Print out a report listing all paid invoices for each client grouped by rep and by item. Retainers are not included in the report.  

Sales by Rep

Print out a report listing all invoices for each client. Retainers are not included in the report.  

Sales Rating Trend

See sales ratings (of leads) by date in a line chart. The report is used to help you analyze the quality of leads being generated over time.

Unit Sales by Item (Cash)

See all items/services sold and paid for.  

Unit Sales by Item

See all items/services that have been invoiced (Accrual-basis).  

Report

Description

Task listing

List the tasks within a given timespan. You can further filter the report by job, event, campaign, and status.

Task Report

Print out the information contained in a task.

Task Time Listing

Print out all the time slips associated with a specific task.

Task Trend Chart

See opportunities by date in a line chart.

Report

Description

1099 Details

See transaction details for 1099 Vendors tabulated by the 1099 Category. The report lists all transactions with the vendor that have been paid within the specified date range.

1099 Report

Print out the tax report in the format used on the 1099 Tax form.

1099 Summary

See all transactions for 1099 Vendors tabulated by 1099 Category. The report includes all transactions with vendors that have been paid within the specified date range.

Tax Liability (Accrual)

See the total tax owed by tax rate as of a specified date. This is an accrual-basis report.

Tax Liability (Cash)

See the total tax owed by tax rate as of a specified date. This is a cash-basis report.

Tax Liability Details (Accrual)

See taxable transactions for a general ledger account and date range. This is an accrual-basis report. This report assumes that all of the transactions associated with a tax rate are posted to a general ledger account that is unique to the tax rate and that there are no non-tax transactions posted to the general ledger account.

Tax Liability Details (Cash)

See the total tax owed by tax rate as of a specified date. This report is a cash-basis report.

Note: 3 Tax Liability reports assume that all of the transactions associated with a tax rate are posted to a general ledger account that is unique to the Tax Rate and that there are no non-tax transactions posted to the general ledger account. The reports also assume that all expense transactions paid to the Tax Authority vendor company (as specified by the user on each tax rate) are payments for tax liabilities and that any journal entries or checks posting to the tax account are adjustments to the tax liability and are therefore classified as Tax Paid to the Authority.

Report

Description

Labor Analysis

Get an overview of the used time spent grouped by department and client for a specific date range.

Time Slip Audit

Enables you to easily audit whether time keepers have entered all their time slips for a period of time. Shows a tabulated summary of the time entered by each person by day for a date range. Allows you to specify one or more services, an organization, client, time keeper and date range. Shows totals by day and for the period. Canceled time slips are not included in the report.

Time Slip Billing

Print out a listing of billable and/or non-billable time slips and shows the rate associated with the service specified for each time slip.

Time Slips

Print out a listing of time slips.

Report

Description

Accounts Payable Aging

See all expenses to be paid grouped by their due date.

Accounts Payable Aging Detail

See the balance owed on each expense in a tabular format, grouped by vendor.  

Accounts Payable Aging Summary

See an overview the amount owed to each vendor. You can further filter the report by date, account, and organization. 

Expense Bar Chart

See expenses by period in a bar chart.

Expense Item Listing

See expense items associated with multiple expenses in a listing.

Expense Report

See information about a single expense.

Expenses by Vendor

See all expenses for each vendor within a date range.

Purchase Order Listing

See a list of purchase orders.

Purchase Order

Print out a purchase order and send it to vendors.

Purchase by Vendor

See an overview of the purchases made on each vendor. You can further filter the report by date, company and, vendor

Unpaid Bills

See expenses that haven't been paid in full.  

Vendor Balance

See a summary of the outstanding balances due to each vendor.  

Vendor Open Balance

See all the outstanding purchase orders and the balance due to each vendor.  

Vendor Quote

See information on each vendor quote.

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