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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