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

  1. 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.
  2. 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.