{"id":339,"date":"2014-04-16T21:03:20","date_gmt":"2014-04-16T21:03:20","guid":{"rendered":"http:\/\/139.59.23.56\/predictive3\/?page_id=339"},"modified":"2019-01-04T18:34:56","modified_gmt":"2019-01-04T18:34:56","slug":"reports-in-salesforce","status":"publish","type":"page","link":"https:\/\/help.predictiveresponse.com\/?page_id=339","title":{"rendered":"Salesforce Reports"},"content":{"rendered":"<div class=\"page\">\n<p class=\"wrapper\">Predictive has provided a set of basic reports that are available to you. The following folders of reports are added as part of the installation:<\/p>\n<ul>\n<li><strong>Predictive Campaign Member Reports:<\/strong> These reports provide information on member activity, scoring and more.<\/li>\n<li><strong>Predictive Campaign Reports:<\/strong> These reports provide information on campaign progress.<\/li>\n<li><b>Predictive Dashboard Report Templates<\/b><strong>:<\/strong> These reports provide a summary of campaign information.<\/li>\n<\/ul>\n<p>These folders are accessed from the Salesforce Reports tab.<\/p>\n<p><strong>In Salesforce Classic:<\/strong><\/p>\n<\/div>\n<div class=\"page\">\u00a0<img loading=\"lazy\" class=\"alignnone wp-image-6175\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R1.jpg\" alt=\"\" width=\"400\" height=\"357\" \/><\/div>\n<div><\/div>\n<p>&nbsp;<\/p>\n<div class=\"page\"><strong>In Salesforce Lightning:<\/strong><\/div>\n<div class=\"page\"><img loading=\"lazy\" class=\"alignnone wp-image-6176\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R2.jpg\" alt=\"\" width=\"400\" height=\"404\" \/><\/div>\n<div class=\"page\"><\/div>\n<p>&nbsp;<br \/>\n<strong>Available Campaign Member reports and descriptions:<\/strong><br \/>\n<img loading=\"lazy\" class=\"alignnone size-full wp-image-6177\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R3.jpg\" alt=\"\" width=\"951\" height=\"487\" \/><br \/>\n<strong>Available Campaign reports and descriptions:<\/strong><\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-6178\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R4.jpg\" alt=\"\" width=\"947\" height=\"426\" \/><\/p>\n<p><b>Available Predictive Dashboard Report Templates:<\/b><\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-6179\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R5.jpg\" alt=\"\" width=\"966\" height=\"363\" \/><\/p>\n<h4>Viewing Predictive canned reports:<\/h4>\n<p>After clicking on the desired report, use the \u2018show\u2019 drop down to select your campaign(s) view<\/p>\n<ul>\n<li>If choosing a specific campaign, use the \u2018select campaign\u2019 to search for your campaign<\/li>\n<li>Once the campaign view is selected click the \u2018run report\u2019 button to see the report<\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-6180\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R6.jpg\" alt=\"\" width=\"600\" height=\"269\" \/><\/p>\n<div class=\"page\">\n<h4>Customizing Predictive canned reports:<\/h4>\n<p>You also have the option to customize the provided reports to your liking.<\/p>\n<p><strong>Step 1:<\/strong> After clicking on the desired report, click the \u2018customize\u2019 button.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-6182\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R7.jpg\" alt=\"\" width=\"600\" height=\"169\" \/><\/p>\n<p><strong>Step 2:<\/strong> Use the \u2018filter\u2019 drop down to add any filters desired, below you can click remove to delete any.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-6181\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R8.jpg\" alt=\"\" width=\"600\" height=\"158\" \/><\/p>\n<p><strong>Step 3:<\/strong> Use the \u2018show\u2019 drop down to select your campaign(s) view. If choosing a specific campaign, use the \u2018select campaign\u2019 to search for your campaign.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-6183\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R10.jpg\" alt=\"\" width=\"600\" height=\"155\" \/><\/p>\n<p><strong>Step 4:<\/strong> Adjust the \u2018Preview\u2019 section to show your results in the desired format, default is summary.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-6184\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R9.jpg\" alt=\"\" width=\"1000\" height=\"296\" \/><\/p>\n<p><strong>Step 5:<\/strong> Adjust the field columns as desired.<\/p>\n<ul>\n<li>You can use the quick field finder to drag over fields from the left navigation into the report<\/li>\n<li>You can remove fields from the report preview by clicking on the field column and dragging it back to the left navigation bar.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-6185\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R11.jpg\" alt=\"\" width=\"1000\" height=\"290\" \/><\/p>\n<p><strong>Step 6:<\/strong> Once you have the report customized to your liking, click\u00a0the \u2018Save As\u2019 button to save it for later use if desired. Follow the prompts to name the report and choose the folder to save it under.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-6187\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R12.jpg\" alt=\"\" width=\"500\" height=\"204\" \/><\/p>\n<p><strong>Step 7:<\/strong> Run the report to pull the current data. This can be done prior to step 6 if desired. Either from the customization screen or the completed report screen you will find the \u2018run report\u2019 button.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-6186\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2019\/01\/R13.jpg\" alt=\"\" width=\"945\" height=\"279\" \/><\/p>\n<p>Click for more information on <a href=\"https:\/\/help.salesforce.com\/articleView?id=reports_builder_what_is.htm&amp;type=5\">customizing Salesforce reports<\/a>.<\/p>\n<\/div>\n<div class=\"page\"><\/div>\n<h6 class=\"page\" style=\"text-align: right;\"><\/h6>\n","protected":false},"excerpt":{"rendered":"<p>Predictive has provided a set of basic reports that are available to you. The following folders of reports are added as part of the installation: Predictive Campaign Member Reports: These reports provide information on member activity, scoring and more. Predictive Campaign Reports: These reports provide information on campaign progress. Predictive Dashboard Report Templates: These reports [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":18,"menu_order":17,"comment_status":"open","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/339"}],"collection":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=339"}],"version-history":[{"count":11,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/339\/revisions"}],"predecessor-version":[{"id":6191,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/339\/revisions\/6191"}],"up":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/18"}],"wp:attachment":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=339"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}