How to create a report that shows Campaign Responses and contact information

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Posted on by USA80

I am trying to create a report on Campaign Response records. I want to include the subject of the Campaign Response record, and then need to grab the first and last name of the contact that is tied to that Campaign Response record.

How can I do this?

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Wahaj Rashid 11,321 on at

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Hi,

Thank you for your query.

You can use the built-in Campaign Report named Campaign Performance.

Steps to run the this report:

Go to a Campaign record, click on Run Report and choose Campaign Response.

This should launch the report.

The report has a section called Campaign Responses.

If you click the chart, it will drill down to the list of responses.

If you believe this report does not work for you, you can always create a new one, here are the steps to follow:

Go Reports menu and click on the New button. If you do not have report menu, Open Advanced Find -> Look for Reports -> Click on Results.

Click on New Report button to create the report.

Click on the Report Wizard button.

Select Start a new report (you can modify existing campaign response report as well, but purpose here is to show you capability). Click Next.

Fill in the Report name and description (optional but best practice).

Select Campaign Responses in the Primary record type and click next.

Choose appropriate filters, you can also clear the filters while creating a report, and then click Next.

Click on Click here to add a grouping and choose:

Record Type: Parent Campaign

Column: Name

Click OK and the click on Click here to add a column and choose:

Record Type: Campaign Response

Column: Subject

Add another column:

Record Type: Campaign Response

Column: First Name

Similarly you can add the Last Name and other columns you need. You can also adjust the width and sorting order.

After adding the columns, click on Next.

Choose the required layout, for this example, I am choosing Table only.

Then click Next, Next and Finish.

Run the report to see the Results.

You can also run this report from the Campaigns view and form. Please make sure in the Report Properties -> Display In following is selected:

Forms for related record types

List for related record types

Again, this is just an example. You caca also include other related entities in the report.

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