Changing the display format of a Campaign report
HTML is the default view for Campaign reports. You can change the display to PDF, Excel, CSV (comma-separated values), or XML format.
About this task
Note: Not all reports can be viewed in all formats. For example,
reports that use multiple queries cannot be viewed in CSV or XML.
Procedure
- Access the report in one of the following ways:
- Choose Analytics > Campaign Analytics.
- Open the Analysis tab for the campaign, offer, or other object.
- Click the Reports icon while you are editing a flowchart.
- Click the View format icon on the
Reports toolbar and select one of the following options:
- View in HTML Format: After the page refreshes, you can use the Report controls to navigate through the report, if it spans more than one page.
- View in PDF Format: You can save or print the report by using the PDF reader controls.
- View in Excel Options: You can view the report as a single page in Excel format. To view the report without saving it, click Open. To save the report, click Save and follow the prompts.
- View in CSV Format: To view the report as a comma-separated values file, choose View in CSV Format from the View in Excel Options. To view the report without saving it, click Open. The report displays as a single page in a spreadsheet format. To save the report, click Save, then enter a name when prompted. By default, the file is saved as an .xls file.
- View in XML Format: The report is displayed as XML in the same window.