Multi-object reports
When the HCL® Marketing Operations reports package is installed, you can generate reports from the Analytics Home page.
The following table describes the default reports.
| Report | Description |
|---|---|
| Marketing Activity Report | Lists all users who logged in to Marketing Operations during a specified date range, with the total number of projects each user created. |
| Overdue Milestone Report | Displays all overdue milestones with task end dates that fall between the selected start and end dates. |
| Program Tasks and Milestones | Displays all milestones for the program you selected in the parameter field. |
| Project Health (Monthly) | Reports the percentage of time that each health status applied to the selected projects during the specified month. Includes a bar graph and a data grid for each project. The system uses the automated daily health status calculations for this report. To see the status that was calculated for each day, click the bar graph or the project name. |
| Project Health (Trend) | Plots the average monthly health scores of the selected projects during the specified year on a line graph. The system uses the daily automated health status calculations for this report. |
| Project On Time Analysis | Displays completed projects within the specified time period along with the number of days early or late. These dates are calculated by pulling the greatest date in the workflow for the project for both the target and forecast/actual columns. |
| Project Performance Crosstab (Custom) | Displays project performance metrics, including leads passed, revenue, and ROI. The data is aggregated over initiative and project type versus business units. This report requires the Financial Management Module. |
| Project Performance Summary | Displays projects and their budget data. This report requires the Financial Management Module. |
| Project Performance Summary (Custom) | Displays projects that are grouped by initiative, with their budget, cost, revenue, response rate, and lead generation performance data. This report demonstrates how a sample report can be customized with custom attributes. This report does not work unless your template administrator implements the example custom attributes. This report requires the Financial Management Module. |
| Project Tasks | Displays all tasks and their status for the specified project. |
| Resource Task Load | Displays tasks that are assigned to selected users. The report returns tasks for each project that falls into the specified date range. |
| Resource Utilization Summary | Displays a summarized view of resource use percentages by user. Select start and end dates to specify a date range for the report. |
| System Programs | Displays a breakdown of programs by status and template type. |
| System Projects | Displays a breakdown of projects by status and template type. |
| System Users | Displays details for each HCL Marketing Operations user. |
| Task On Time Analysis | Displays all tasks that are either early or late, where the task end date falls between the
selected Start Date and End Date. The report is grouped by task name. If a task ended early, the number of days it finished ahead of schedule displays on a green background. If it ended late, the number of days late displays as a negative number on a red background. |
| Vendor Spend Summary | Displays total invoiced expenses for specified vendors in the specified date range, including breakouts for paid, approved, and received expenses. This report requires the Financial Management Module. |