# 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/VXFimage.png)

#### 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.   
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ox9image.png)

#### **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. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/YXfimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/C6Zimage.png)

#### **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.