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Is it possible to generate a report from the parent account that encompasses the campaigns of client accounts?
I want to be able to pull reports for all my different accounts in one place, rather than having to open each individual account and pull reports. This would significantly streamline the process, allowing for more efficient analysis and decision-making. Having a centralized reporting system would not only save time but also provide a comprehensive overview of all account activities, helping to identify trends and make informed strategic adjustments. Such a feature would be invaluable in managing multiple campaigns and ensuring that all client needs are met effectively and promptly.
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2 replies
Best reply by William A
Hello MelissaZ24 ,
I spoke with our Partner team, and they made sure to get your partner account setup to generate these reports. At this time, this has to be manually toggled on our side, by the Partner team or a support agent with that access.
Now that this functionality is enabled for you, you can access it by selecting Accounts on the lefthand menu, and then navigating to the Reports tab of that page. You'll then click the Run Report button to being generating the aggregate report.
You'll select the Campaign Summary by Account Aggregate, based on the description provided in your original post.
Keep in mind this reporting is high level, i.e. just the numbers and not specific contact data like the individual campaigns' reporting drilldowns. Another thing to keep in mind is that this report function only pulls data for your partnered child accounts, so it will not include any reporting for email campaigns sent from your parent account.
For future partners needing the reporting function toggled on:
Please speak with our Partner support via the contact methods provided in your partner accounts.
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