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Introduction
This doc outlines how best to leverage the data available through the ML Platform for use by partnered clients and BI teams.
Access
To access any of the below reports you first need access to the ML Platform. From there all the below reports are available by navigating to the program list view, selecting a program, and navigating to the export icon in the upper right.
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Report Aggregation
Reports are aggregated at the program level. Programs function as campaigns do in other platforms with a few distinctions.
A single program can measure cross channel (lead generation, display advertising, and linkedIn) media metrics.
A single program can show measurement for one line item in isolation or can act as a shell and aggregate multiple line items to offer a combined view.
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Delivery Method
All exports are delivered through the exports section and downloadable as .csv files.
Report Types & Use Cases
Once a program is selected there are 3 different exports that are available - each with a unique use case.
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Leads Report
Use Case: The client wants to see what leads have been generated along with what content they’ve been engaging with.
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Additional Controls: This report can be provided by day, and a date range selector is available to isolate the timeframe needed.
Account Engagement Report
Use Case: The client wants all the engagement details of the program.
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Additional Controls: This report can be provided by day, and a date range selector is available to isolate the timeframe needed.
Trending Accounts Report
Use Case: The client wants to prioritize accounts based on their research behavior.
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