Reports on campaign performance

  • Updated

Run and download reports to process data from Optimizely Content Marketing Platform (CMP) modules for campaign performance insights. An administrator can use reports to make informed decisions.

  • Use the template report to understand template usage for process optimization.
  • Use the workflow report to justify the cost of the platform and keep the instance clean.

Run reports

Only administrators can run reports.
  1. Select your avatar > Reports. 
  2. Select a Category.

  3. (Conditional) If you selected a category of campaigns, tasks (3 months maximum), or work requests (6 months maximum), select a date range for report data.

  4. Click Select All data points or select one or more options you want to include in the report.
  5. Click Generate Report. You receive a notification when the report generation process starts and when it is complete.
    You can generate only one report at a time and must wait for the report to finish generating before requesting another. CMP queues requests for reports from multiple users.
  6. You can download the report from the Report History section or the email address associated with your CMP account. The download link in the email expires 24 hours after you receive it.

Report history

View or download the last 30 reports generated for each Category. You cannot access reports older than the last 30 generated for each category.