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Report Types in the Demand Acceleration Platform

Vorpahl
  • Updated

Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Webinar Integrations | Social Integrations

You can generate reports in the Demand Acceleration Platform to provide insight about your lead data and platform activity across multiple Sources. All reports are saved to your Reports Dashboard and can be downloaded immediately and/or scheduled for ongoing email delivery.

Access to some report types may be restricted within a user's permissions.
You can read more about permissions in User Management Settings. If you are unsure about your permissions, speak with our Support team or your Customer Success Manager.

 

 

Types of report

There are six types of report that can be generated in the Demand Acceleration Platform. They can be customized and downloaded in spreadsheet format as either .csv or .xlsx files. The reports you can generate include:

Report type Description Data fields include More reading

Leads *

Provides the field-level data for each lead, plus some platform generated data.

Includes the ability to download leads anywhere in the application, including within a Campaign or Source.

Common use cases:

  • Review the lead data that has been uploaded to a Source.
  • Identify trends, such as the most downloaded assets.
  • Review why individual leads have been rejected.
  • First Name
  • Last Name
  • Email
  • Timestamp
  • Lead ID
 Lead Reports
Post Out Log *

A log of post out attempts made from the Demand Acceleration Platform to your outbound Marketing Automation or CRM system.

Common use cases:

  • Confirm that post outs have been successful.
  • Troubleshoot post out errors or discrepancies. 
  • Post out string
  • Response from Marketing Automation or CRM system
  • Timestamp
 Post Out Log Reports
Source

A summary of data associated with each selected Source.

Common use cases:

  • Review the status and summary of leads delivered in each Source.
  • Review a summary of leads that have been rejected in each Source.
  • Confirm lead number alignment with all integrated inbound and outbound systems.
  • Confirm pacing of Content Syndication Sources.
  • Source Alias
  • Total Accepted
  • Total Rejected
  • Disposition breakdowns
 Source Reports
Campaign

A summary of data associated with each selected Campaign.

Common use cases:

  • Review the status and summary of leads delivered in each Campaign.
  • Review a summary of leads that have been rejected in each Campaign.
  • Confirm lead number alignment with all integrated inbound and outbound systems.
  • Campaign Name
  • Total Campaign Goal
  • Average CPL
  • Total Campaign Payout
 Campaign Reports
Payout Detail

Provides the payout and status/disposition history of selected lead(s).

Common use cases:

  • Check the value attributed to leads over time (if tracking actual CPL values).
  • Investigate GDPR or other data compliance.
  • Review count of net new records (indicates Demand Acceleration Platform usage).
  • Created timestamp
  • First accepted timestamp (if applicable)
  • Billing status
  • Net new records
 Payout Detail Reports
Payout Summary

A summary of the payout status for aggregated leads according to individual Sources.

Common use cases:

  • Check the accrued lead value in Campaigns and Sources (if tracking actual CPL values).
  • Review count of net new records (indicates Demand Acceleration Platform usage).
  • Total payout
  • Net accepted leads
  • Net new records

Payout Summary Reports
* These reports contain Personally Identifiable Information (PII).

 

 

Recommended Reading

 

For more help, get in touch with our Support Team or your Customer Success Manager.

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