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Lopa1408
New Participant
April 9, 2020
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People performance report need to be delivered daily via email

  • April 9, 2020
  • 1 reply
  • 5536 views

I need to send the People performance report for any new lead on a daily basis. this report needs to be sent via email to my manager on a daily basis. 

 

How is this possible? what are the set ups that need to be incorporated in marketo for this.

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Best answer by Chris_Wilcox

Hello!

This is pretty simple! Here are the steps!

 

  1. Create a new People Performance Report in Marketo. 
  2. Go to the "Setup" tab of that new report, and change the "Person Created At" filter to use "Yesterday" as your filter. (Screenshot below)
  3. I would also update the "Group People By" to be by Day, so it says the specific day right in the emailed report. This should give you the report that shows how many people were created yesterday in your instance!
  4. Navigate to the Subscriptions tab of the report (screenshot below), and click on "New Report Subscription" toward the top. Enter the email addresses that should receive the report, the frequency they should receive it, etc. 

Done!

 

If you want different detail to show in the report besides just how many leads were created, try playing the with the "group people by" settings to get the right information on your report.

 

Screenshots:

Change "Created At" filter

 

 

Navigate to "Subscriptions" and click "New Report Subscription"

 

1 reply

Chris_Wilcox
Chris_WilcoxAccepted solution
New Participant
April 9, 2020

Hello!

This is pretty simple! Here are the steps!

 

  1. Create a new People Performance Report in Marketo. 
  2. Go to the "Setup" tab of that new report, and change the "Person Created At" filter to use "Yesterday" as your filter. (Screenshot below)
  3. I would also update the "Group People By" to be by Day, so it says the specific day right in the emailed report. This should give you the report that shows how many people were created yesterday in your instance!
  4. Navigate to the Subscriptions tab of the report (screenshot below), and click on "New Report Subscription" toward the top. Enter the email addresses that should receive the report, the frequency they should receive it, etc. 

Done!

 

If you want different detail to show in the report besides just how many leads were created, try playing the with the "group people by" settings to get the right information on your report.

 

Screenshots:

Change "Created At" filter

 

 

Navigate to "Subscriptions" and click "New Report Subscription"

 

    L
    Lopa1408Author
    New Participant
    April 9, 2020

    Thank you so much for your reply. One more question, in order to view new users/leads should I include smart list as below? Or should use some other criteria?

     

    Chris_Wilcox
    Chris_Wilcox
    New Participant
    April 9, 2020

    Nope, not necessary! The report type in general is focused around when contacts in your database were created, so that's just doubling up. You've already defined that you only want to see people who were created the previous day in the Setup tab! 🙂 

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