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Is it me or everyone face issues when it comes to reporting on accounts from campaign ?

I am trying to see all the accounts related to a campaign

I do not see a report where I can pull campaigns with reports :(

Is there something I am missing ?

  • 2
    Do you mean Accounts related to Contacts which are added as Campaign Members, or where the the source lead was a member? – techtrekker Nov 16 '12 at 3:33
  • duh!! ok this is what i want. I want to get all tasks related to one or more campaigns related to an account. The account is related through a custom lookup on campaign. – Rao Nov 16 '12 at 3:37
  • I also created a custom report type with primary as account and secondary as campaign. not sure how to get the tasks :( I was unable to get by default campaign wth accounts added to all my acccout is private sharing model:( – Rao Nov 16 '12 at 3:39
  • If its a custom lookup, I'm guessing it needs a custom report type - Accounts with Campaigns? Duh! Have you created that!? – techtrekker Nov 16 '12 at 3:47
  • yes i did sir :)!! but how to get the tasks related tot e campaigns its more like getting account(1) --> campaigns(10)--> tasks(20) in the same reprt !! – Rao Nov 16 '12 at 3:53
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So this was my approach

Step 1: Created a lookup between Accounts and Campaigns

Step 2: Created a custom report and related Campaigns with Activities

Step 3: Created a report with custom type Challenge : This report filter does not have link to the account__c it has only account.name :(

My requirement was to pass the accountID to the report's pv0 and generate a report Reason: Conga button passes over the accountID to the report and generates the data on the report.

Solution: conga fortunately lets you pass the pv0 as an optional param :

I passed the accountname to the pv0 of the report = '00OK0000000FaWU' related to the accountID passed to the button by a VF page.

https://www.appextremes.com/apps/Conga/Composer.aspx? 
SessionId={!$Api.Session_ID} 
&ServerUrl={!$Api.Partner_Server_URL_210} 
&Id={!Account.Id} 
&TemplateId=a25K0000000D6wF 
&FP0=1 
&ReportId=00OK0000000FaWU?

pv0={!Account.Name} (do not give the line break here as I did the button will break there should be no line break, I did it to highlight the pv0 part) &DS7=13 &OCNR=1

If someones wondering about how to pass value to a standard button look below :

Use the URLFOR function and pass the value to the button

button name : Conga_Composer_temp ( not the label)

<apex:commandButton value="Export Report"
onclick="openConga()"/>
<Script Language="JavaScript">
function openConga() { 

window.open('{!URLFOR($Action.Account.Conga_Composer_temp,Account_Id)}', '','scrollbars=yes,menubar=no,height=800,width=700,resizable=yes, toolbar=no,location=no,status=yes'); }

</Script>

Phew !!!! Hope this helps someone who wants to design a custom report using conga :/

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