List of Campaigns

Alex, a marketing manager, needs to track the performance and changes of various campaigns within the tenant. Alex accesses the List of Campaigns report, which provides a filterable, detailed overview of all campaigns. Alex selects a specific campaign from the report table, and the corresponding historical data table displays detailed information about that campaign, including its status before any modifications were made. This enables Alex to easily track changes and gain a comprehensive view of campaign performance over time.

You must have these permissions:

• Dashboard > Dashboard Templates > List of Campaigns :On

• Dashboard > Dashboards: View

• Dashboard > Dashboards: Edit (optional)

If you cannot access the reporting templates or Dashboard, check with your administrator. The administrator can find these permissions in CXone Mpower. Go to Admin > Security Settings > Roles and Permissions and select the role.

To create a dashboard:

1. Click the app selector and select Dashboard .

2. On the Dashboard page, click Options and select New Dashboard.

3. Click From Template.

4. From the listed templates, select the template you want to use to create your Dashboard.

5. Add a Dashboard Name. You can add a Description for the dashboard if you want.

6. Click Create.

You can customize the columns:

• Click to auto size a specific column or all the columns.

• Click to select filter options.

• Click to select the columns you want to see on the widget.

You can personalize your column settings by adjusting the column size, sort, filter, and arrangement, and then save these changes, even with the View dashboard permission.

Sorting table columns

You can sort the data in the table by clicking a column header. To apply a secondary sort, hold down the Shift key and click another column header.

• The primary sort column displays a 1 next to the column title.

• The secondary sort column displays a 2 next to the column title.