The Sugar Professional 5.1 reporting module has a lot more capabilities,
I am hoping to report on the results of an e-mail campaign.
E.g. who opted-out, who viewed a message, etc.
I tried two approaches, a report for module campaign_log (link the contacts to it)
or the other way around: a report for contacts (and link the campaign details to it).
approach 1: report for module campaign_log
I get there partially. It shows the records, but leaves certain fields empty.
- report type: rows and columns
- module: campaign_log
- define filter:
CampaignLog > Activity Type is "Opted Out"
CampaignLog > campaign > Name is "my_campaign"
- choose display columns:
CampaignLog > Activity Date
CampaignLog > Target Type
CampaignLog > Target ID
This report shows the leads/contacts that opted out for a particular campaign.
But: it only shows the Target ID, the internal ID, not the name/e-mail address etc.
When adding a display column (e.g. CampaignLog > campaign > Contacts > Name),
and making the Contact module an "Optional Related Module",
then the same records are shown (=correct), but the name column stays empty (=incorrect).
approach 2: report for module contacts
Getting close, but not completely. I can show the names, but not related info.
- report type: rows and columns
- module: contacts
- define filter:
Contacts > Campaigns > Activity Type is "Opted Out"
Contacts > Campaigns > campaign > name is "my_campaign"
- choose display columns:
Contacts > Name
This works fine. But, when I try and add another display column then I get 7000+ hits (3x the amount of total log entries for that campaign), each a group of the 3 records that are supposed to show up (rec1, rec2, rec3, rec1, rec2, rec3, etc).
Example, when adding Contacts > Campaigns > campaign > log_entries > Activity Date.
Had a feeling this had to do with the "Optional Related Module" setting, but no avail.
Suggestions?


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