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MarketingPilot MRM - Reports

MarketingPilot provides users with a comprehensive reporting solution that enables the creation, management, and delivery of both traditional, ink-on-paper reports and interactive, web-based reports.

Standard Reports
MarketingPilot includes a broad range of standard reports. Export any of these reports to Microsoft Excel, Adobe Acrobat, or HTML with a single click.

Custom Reports
Users can create custom reports and explore MarketingPilot data using the powerful and easy-to-use Business Intelligence Studio. Export reports to formats such as Microsoft Excel, Adobe PDF, HTML, etc.

 

Ad-hoc reporting
A user-friendly ad-hoc reporting tool is available to enable marketers to create their own reports and explore MarketingPilot data. A user-friendly query tool enables users to build reports without deep technical understanding of the underlying data.

Custom Report Design
Our team of report design consultants is available to write custom reports for you. We've developed more than 1,000 custom reports for clients to-date. Our structured methodology and deep experience enables us to provide the reports you need quickly and at low cost.

Web-based Reports for Partners and Clients
Deploy interactive Web-based reports to deliver information to customers or partners over extranets or the Internet.

 

Report Management
Powerful report management features enable a high degree of control. Reports can be added to the MarketingPilot shortcut bar and/or deployed to a report web site for access by non-MarketingPilot users. Organizations can deploy interactive Web-based reports to deliver information to customers or partners over extranets or the Internet.

Technology
MarketingPilot integrates Microsoft SQL Server Reporting Services to support the full 'reporting cycle' from authoring to deployment.

Report Security
MarketingPilot's flexible, role-based security protect reports and information. For example, access to payroll transactions can be restricted to select users.

Reports

Project Management

  • Component Requests
  • Component Usage Summary
  • Estimates
  • Job Listing
  • Job Report
  • Job Profitability
  • Job Task Gantt Chart
  • Job Time Billing by Contact
  • Job Time Billing by Service
  • Job Time by Concat
  • Job Work In Process
  • Unbilled costs by job
  • Task Report
  • Task Time Listing

Campaigns

  • Campaign Listing
  • Campaign Report
  • Program Listing
  • Results Metrics

Events

  • Event Listing
  • Event Report

Financial

  • A/P Aging
  • Expense Item Listing
  • Expenses by Vendor
  • Purchases by Vendor
  • Unpaid Bills
  • Vendor Balance
  • Vendor Open PO Balance
  • Vendor Quote

Marketing Database/CRM

  • Contact Listing
  • Contact Report
  • Email
  • New Contacts by Assignment
  • New Contacts by Month
  • Lead Listing
  • Lead Report
  • Opportunity Report
  • Opportunity Listing
  • Opportunity Summary
  • Rep balance
  • Sales by Client
  • Sales by Item
  • Sales by Rep

Time Slips

  • Time Slips

Media

  • Billboard Expense
  • Billboard Invoice
  • Billboard Order
  • Email Expense
  • Email Invoice
  • Email Order
  • Insert Expense
  • Insert Invoice
  • Insert Order
  • List Expense
  • List Invoice
  • List Order
  • Magazine Expense
  • Magazine Invoice
  • Magazine Order
  • Media Traffic Report
  • Media Outlet Report
  • Media Outlets
  • Media ROI
  • Media Results Summary
  • Newspaper Expense
  • Newspaper Invoice
  • Newspaper Order
  • Web Expense
  • Web Invoice
  • Web Order


Marketing Resource/Enterprise Marketing Management Software Features

- Alerts
- Analytics/Performance Measurement
- Approvals
- Budgets
- Calendars
- Campaign Management
- Collateral Management
- Contract Management
- CRM
- Digital Asset/Document Management

- Direct Marketing
- Direct Response
- Editions
- E-mail
- Enterprise Edition

- Enterprise Marketing Management
- Estimates
- Event Management
- Expense Management
- Financial Management

- Internet/Online Marketing
- Inventory Management
- Lead Management
- List Management
- Marketing Database
- Marketing Plans
- Marketing Resource Management
- Media Buying and Planning
- Multi-currency
- Purchasing

- Print Production
- Reports
- Scheduling
- Strategic Planning
- Solutions
- Time Slips
- Trade Shows
- Vendor Management
- Web Portal

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