Reporting and Exporting Marketing Campaigns

This guide outlines how to generate, customise, export, and print reports for marketing campaigns in Navigator.

Accessing the Report Function

1. Navigate to Marketing > Campaigns.
2. Select the campaign you wish to report on.
3. Click on the Report option.

This will open the reporting interface.

Creating a Campaign Report

Designing the Report

• In the Designtab, you’ll see two panels:
  • Available Fields (left) – fields you can add to the report.
  • Reported Fields (right) – fields that will appear in the report.

Adding Fields to the Report

• Single-click a field in the Available Fields panel and click the >>> icon to move it to Reported Fields.
• Alternatively, double-click the field to move it directly.

Removing Fields from the Report

• Highlight a field in the Reported Fields panel and click the <<< icon to move it back to Available Fields.
• Alternatively, double-click the field to remove it.

Tips

• Fields are added in the order selected and will appear sequentially in the report.
• If additional fields are added later, they will appear at the end of the report.

Generating the Report

1. Once you’ve selected all desired fields, click Create Report.
2. The report will display in a new window.

Example

For example, if you add the fields NAME, ADDRESS LINE 1–4, and POSTCODE, the report will display these columns accordingly.

Editing the Report

• To adjust the fields:
  1. Return to the Design tab.
  2. Make necessary changes and select Create Report again.

Exporting the Report to Excel

1. Right-click on the report window.
2. Select Export to Excel.
3. The report will open in an Excel spreadsheet.

Important Notes

• The file is saved automatically in the temp directory.
• To retain the report, save it to a specific folder of your choice.

Printing the Report

1. Right-click on the report window.
2. Select Print.

This will send the report to your default printer.