How can I see which campaigns brought in jobs?

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Problem

You want to see which campaigns are associated to jobs and how much revenue they brought in.

Solution

Workflow Summary

Create a custom report based on the Jobs template and add campaign and revenue columns.

Create a Jobs report

  1. Go to Reports in the main navigation menu.

  2. Click Create Report.

  3. Under Choose report type, select All.

  4. Under Select a report template, select Jobs.

  5. In the Columns to be displayed in the report section, make sure to add the following columns:

    1. Job Campaign

    2. Jobs Total Revenue

  6. Add or remove additional columns from your report, then click Next.

  7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.

  8. When you're finished, click Save.

  9. Use the filters to select which type of date you want to filter on, a time frame for the report, and if you want to filter the report by business unit. Then click Run Report.

  10. The report runs, showing the campaign associated with the job and the revenue associated with the job.