Campaign Report

Report Module Guide: Campaign Report

Module Location

CRM > CRM Report > Campaign Report

Module Objective

The Campaign Report module is used to generate a report that summarizes all marketing campaigns or promotional events based on a specific time period. This report is used to review promotional activities that have been or are currently running, including a summary of their budgets and costs.

1. Report Parameters

The main page of this module is a simple form containing several parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Campaign Period:

  • Specify the From and To date range to display all campaigns that were active within that period (e.g., August 1, 2025, to August 31, 2025).

• Currency:

  • Choose how currency values will be displayed in the report.

  • Document: Displays values in the original currency used when creating the campaign document.

  • Base Currency: Converts all values to the company's base currency.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the Campaign Period range and select the Currency option you want.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

• Display Report: To preview the campaign report directly on your screen. 

  

• Export To MS Excel: To download the report data in an Excel file format. 

  

Workflow & Integrated Business Process

This report pulls its data from the Campaign Management Module. To get an accurate report, ensure all campaign details, especially budgets and cost allocations, have been entered correctly.

Tips & Important Notes

• Use this report at the end of each month to review all promotional activities that have taken place.

• This report is an effective tool for the Marketing and Sales teams to measure the Return on Investment (ROI) of the promotional activities they have conducted.