Viewing marketing automation reports

Kentico EMS required

Features described on this page require the Kentico EMS license.

You can view a report for each marketing automation process. The report shows how many contacts are are currently in particular steps of the process, including the Finished step. The relative ratio of these contacts is displayed in a pie chart.

  1. Open the Marketing automation application.
  2. Edit ()the process for which you want to view the report.
  3. Switch to the Report tab.

You can perform the following actions with a report:

  • Save the current state of the report for later use. You can find the saved reports in Reporting (application) -> Online marketing -> Automation.
  • Print the report.
  • Subscribe to the report to have it sent in specified intervals via e-mail.
  • Refresh the report.
  • Right-click the graph or table to export the data to files in various formats.

Modifying the reports

You can configure or customize the automation process report in the Reporting application under the Online marketing -> Automation report category.