How to use the Campaign Performance Report
You will open the Campaign Performance Report, set filters, and review campaign conversion results in one dashboard.
Before you start
To use the Campaign Performance Report, you need:
A Manager or leader role with access to Reports and the campaigns you plan to review
Active campaigns with enrolled customers in the date range you select
Steps
Follow these steps to use the Campaign Performance Report:
Sign in to Volie.
Go to Reports.
Open Campaign Performance.
Set Date Range to the period you want to review (for example Day, Week, Month, or Year when those options are available).
Optionally filter by Organization / Store, Campaign, and Team. Summary tiles, charts, and the campaign table refresh when filters change.
Review the summary tiles at the top for enrolled customers, attempts, contacts, contact rate, and appointment outcomes.
Use trend and comparison charts to see performance over time or compare campaigns.
Scroll to the campaign performance table for campaign-level detail by store and campaign.
Export the table (CSV, Excel, or PDF) when download controls are available on your dashboard.
Tips
When you use the Campaign Performance Report, these tips help:
For a weekly review, set Date Range to last week, then compare Contact % and appointment rates across campaigns.
To compare stores, run the report once per Organization / Store filter and note which campaigns differ by location.
What success looks like
When the Campaign Performance Report loads with your filters, summary tiles, charts, and the campaign table all reflect the same date range and scope. If tiles and the table look out of sync, change a filter once to refresh the dashboard, or confirm you have access to the selected organization, campaign, or team.
Common questions
Who can open the Campaign Performance Report?
BDC managers and other leaders who have Reports access and permission to view the selected organizations, campaigns, and teams can open the Campaign Performance Report.
Can I filter the Campaign Performance Report by date, store, campaign, and team?
Yes. The Campaign Performance Report supports Date Range, Organization / Store, Campaign, and Team filters, and visible metrics update together when you change them.
Can I export Campaign Performance Report data?
The Campaign Performance Report supports export from the campaign table when CSV, Excel, or PDF download controls are enabled on your dashboard.
Related articles
How to read the Campaign Performance Report