Introduction to Reporting for ClickDimensions

ClickDimensions generates data from your marketing efforts that can provide tremendous insights into your customers’ and prospects’ behavior. Check out some of the great ways that you can learn to analyze this data using built-in CRM functionality, ClickDimensions features, and custom reports. 

Email Sends

• Statistics Graph
• Email Events
• Click Report
• Click Heat Map
• ClickDimensions Dashboard for Email Events
• Power BI Content Pack

Posted Form Report

• Export Posted Form Data to Excel

Survey Reports

• Survey Statistics
• The ClickDimensions Survey Report
• Custom Survey Reporting Example

Web Analytics

• ClickDimensions Dashboard for Analytics
• PowerBI Content Pack

There are also a variety of other ways to analyze data using CRM's reporting tools. Here are some examples:

Views

• Create and Edit Views in CRM (Microsoft)

Excel

• Export to an Excel Pivot Table (Microsoft)

Report Wizard

• Using CRM's Report Wizard to Create a Survey Response Report
• Using the CRM Report Wizard (Microsoft)

Charts in CRM Views and Dashboards

• See How Your Email Marketing Efforts are Trending
• Create a Nurture Performance Chart in CRM
• Create an Event Overview Dashboard
• Creating a Custom Dashboard using ClickDimensions Data

SQL Reporting Services Reports

• Advanced Reporting Options with CRM (Microsoft)