Reports Module

📄 Summary: What You’ll Learn in This Article

This article outlines the basic features of the reports module. It shows the location of the module and its basic capabilities.

Location of the Reports module
General applications of the Reports module

🧑‍🤝‍🧑 Who Should Read This?

This article is most useful for:

Marketing Professionals, Marketing Operations Managers, Business leaders who are interested in Marmind’s features
New Marmind Users

✔️ Prerequisites: What Should You Know Before Getting Started?

Level: Easy

Access required: None

No prior knowledge is required. This is an introductory article for those exploring Marmind for the first time.

Where to find the Reports Module

You can access the Reports Module directly via the module bar on the left-hand side of the Marmind interface.

Reports Module Location.jpg — Reports Module Location

It is the only module that does not open in the content area but rather as a context menu first:

Reports Module.gif — Reports Context Menu

Note: The type of reports shown in the context menu depend on the object you have selected in the navigation tree.

When selecting a specific report, a new tab will open with the report and several filtering options to refine your desired output.

What is the Reports module generally used for?

At each object level, Marmind offers the user a set of predefined reports. These give you a flexible toolkit for analyzing marketing activities, budgets, and team performance. Reports are designed to support both day-to-day operations and executive decision-making.

Note: If you would like a real-time overview of KPIs, make use of the Marmind Dashboard and its smart charts.

The individual reports are briefly described below. Since working with reports can be very extensive, your Marmind contact person will be happy to answer any questions you may have.

You’ll find different report types, for example:

Activity and Campaign Reports such as Marketing Activities Overview, Campaign and Project Overviews, Media Plans, or Fact Sheets for management briefings.
Channel, Audience, and Product Insights like Mediamix, Target Audience Overview, and Product Overview to understand utilization, reach, and focus areas.
Operational Tracking through To-Do lists, Action Category breakdowns, and Team Overviews for role and responsibility audits.
Financial Reporting including detailed Budget and Cost analyses (per month, quarter, audience, or product), as well as accruals and exports for financial alignment.

Together, these reports provide a 360° view of your marketing efforts: from strategy and planning down to execution and cost control.

❓ FAQs

I want to do a specific report but it only shows up sometimes. What could be the reason?

Most likely, the specific report is not supported for the object you selected. Make sure to select the object you want to create the report for.

How do I view and adjust a report?

When you select a report, it opens in a new window with several filtering options. You can refine these filters to tailor the report to your specific needs.