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dia tools: reports

E-xemplar: Customizing a DIA Dashboard

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A great example of using Salsa's flexibility to customize a campaign headquarters' look and feel comes courtesy of Evolve Strategies.

The setup in this case is by a consulting shop giving its client a one-screen overview of how its action is proceeding. You'll have to click the screenshot below to get the full effect:

How'd they build it?

Tuesday Tips: Mistyped Email Addresses

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Training -- though sometimes stressful -- is one of the best parts of my job, largely because of what I get to learn from people with completely different outlooks who pose incisive questions I would never think to ask.

On the orientation-to-Salsa webinars we've been running for current clients, I got a great question the other day about running reports to help campaign managers identify possible mistyped e-mail addresses so that they could manually correct them in the headquarters while the relationship was still retrievable.

A perfect occasion for both our custom report builder and a forehead-smacking "why didn't I think of that?"

DIA Salsa Spotlight of the Day: Custom Reports

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Long one of the DIA toolset's frustrating limitations, reports in Salsa -- flexible, customizable, savable -- put the copious data lodged in the system suddenly at your fingertips, not excluding visually relieving graphiness.

Heck, maybe too much. In striking a balance between power and usability, we've had to introduce some fairly advanced concepts to the Report Builder interface, and they can take some getting used to. The query builder actually lets you construct a SQL statement, so users who are comfortable with the argot will be ahead of the game, but really, everyone can play.

Yesterday, Anthony toured the buffed-up Query tool for pulling a finely-targeted slice of the list. Today, we talk Reports for pulling finely-targeted everything else.

Reportee

Reports can actually do some of the things that queries do, but they do a whole lot more -- because they can be run on any data object in the system. Begone, export-to-Excel-and-figure-it-out! (Naturally, you can still do that too.)

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