Professional Services PG Webinar InterAction Reports An Overview Our Presenters Colleen Hayes Database Marketing Coordinator Foley amp Lardner chayesfoleycom Jeff Lane Sr Marketing Technology Coordinator ID: 626486
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InterAction Reporting Services
Professional Services PG Webinar: InterAction Reports: An OverviewSlide2
Our Presenters:
Colleen Hayes Database Marketing CoordinatorFoley & Lardner, chayes@foley.com
Jeff Lane, Sr. Marketing Technology Coordinator
Pillsbury, jeff.lane@pillsburylaw.comPat Purdy, Marketing Technology ManagerPillsbury, patricia.purdy@pillsburylaw.comBill Vannerson, Database Marketing ManagerFoley & Lardner, wvannerson@foley.com
InterAction ReportingSlide3
Advantages
of InterAction ReportsReports can be viewed in multiple formats
Easily accessible
Out of the Box reports that can be editedManageability of UsersInterAction ReportingSlide4
Types of Out of the Box Reports
Contact List Reports
Contact Intelligence
Client ManagementBusiness Development List ReportsInterAction Reporting
Event Management
Activity and Appointment Reports
Matter Reports
Opportunity Reports
Engagement ReportsSlide5
Report
ChooserChoose from your favorites or click the manage button to view all
reports.
InterAction ReportingSlide6
New
Report WizardFill
in the appropriate name, category, and description.
Select the type of report.InterAction ReportingSlide7
InterAction ReportingSlide8
Report
Output
Options
InterAction Report DesignerExport to a fileCreate report in another application
Preview
Report
InterAction ReportingSlide9
Security
Add
User
Add GroupRemoveSelect where the report will be accessible from
InterAction ReportingSlide10
Edit Report Layout
InterAction ReportingSlide11
Report Properties
InterAction Reporting
Add If then statement for fields with no value Slide12
InterAction ReportingSlide13
Report Properties
(Cont.)
InterAction Reporting
Choose different functionality such as sum, average, and count based for fields within the report. Slide14
Review
the following Out of the Box Reports:
Marketing Lists for a
Contact Business DevelopmentIn Depth InterAction ReportingSlide15
InterAction ReportingSlide16
InterAction ReportingSlide17
InterAction ReportingSlide18
InterAction ReportingSlide19
InterAction ReportingSlide20
InterAction ReportingSlide21
SQL Reporting Services with InterAction
InterAction ReportingSlide22
Beyond
Out-Of-The-Box
For when your application’s built in reporting tools just doesn’t hit the spotSlide23
Advantages
Flexibility
Integrated Charts
Scheduled DeliveryMultiple Data SourcesSlide24
Marketing Event Management (MEM)
Assist in process work flow &
Capture event data for event & management reportingSlide25
Mem
Data
form
CRM
Web Site
E-Mail & Registration
Form System
Management ReportsSlide26Slide27Slide28Slide29Slide30Slide31
Questions for Our Presenters?
Colleen Hayes Database Marketing CoordinatorFoley & Lardner,
chayes@foley.com
Jeff Lane, Sr. Marketing Technology CoordinatorPillsbury, jeff.lane@pillsburylaw.comPat Purdy, Marketing Technology ManagerPillsbury, patricia.purdy@pillsburylaw.comBill Vannerson, Database Marketing ManagerFoley & Lardner, wvannerson@foley.com
InterAction Reporting