You can view a report for each automation process. The report shows how many contacts are are currently in particular steps of the process, including the Finished step. The relative ratio of these contacts is displayed in a pie chart.

 

1. Navigate to CMS Desk -> On-line marketing -> Processes.

oYou can also view the reports in Site manager -> Tools -> On-line marketing -> Automation processes.

 

2. Edit () the process for which you want to view the report.

 

3. Switch to the Report tab.

 

You can perform the following actions with a report:

 

• Save the current state of the report for later use. You can find the saved reports in CMS Desk -> Tools -> Reporting -> Online marketing -> Automation.

• Print the report.

• Subscribe to the report to have it sent in specified intervals via e-mail.

•Refresh the report.

•Right-click the graph or table to export the data to files in various formats.