Generate a Marketing Report

Use the following steps to manually generate a marketing report from the Report Criteria panel. The report generates below the report parameters, in a Report Results section, where it can also be exported to a PDF or Excel file.

See also: Schedule a Report to Generate and Send

Steps

  1. Log In to DirectorX
  2. Select Marketing.
  3. Select Reports. The Report Criteria panel opens.

A screenshot of a computer Description automatically generated

  1. In Report Type, select the report to generate.
  2. In Time Frame, select the date range for the report.
  3. In Report on Sites / Devices, select the sites and/or devices to include in the report.
  4. In Filter, select the account number or account type for the report.
  5. In Match / Type, select a match or type for the report.
  6. In Value, enter the Match / Type search parameters for the report.
  7. In Account Type, select an account type for the report.
  8. Select Run Report. Reports matching your search will be populate under the Report Results section.