Case study
Oracle Eloqua Reporting & Analytics
Fortune500 Client
recommended
CDO Reporting - How to export a filtered list of CDO records without using Eloqua Insight
For marketers, efficient reporting and data management are crucial to making informed decisions. When dealing with complex datasets such as Custom Data Objects (CDOs), the ability to export data is essential for accurate analysis and reporting.
This guide will walk you through the process of exporting a filtered list of CDO records, specifically without using Eloqua Insight, ensuring you can access and utilize your data effectively through alternative methods.
The Custom Data Object is a fantastic storage tool that complements the Eloqua Contact and Account Tables. There are multiple ways of accessing the CDO records.
You can use the predefined CDO reporting options:
Or you can upload your CDO to Insight:
How to export a filtered list of CDO records
Do you have millions of CDO records and does Excel freeze when you export the data? Have you reached the limit of CDOs uploaded to Insight? Your CDO is in Insight, but you don't have all the fields you need?
Here is an alternative way of exporting a filtered list of CDO records:
In my case, I selected all the form activities coming from a specific business unit. I got 88 contacts with interactions in my Activity CDO.
In the Add Linked Record to Program step, select your CDO, identify the CDO Program Canvas built in Step 2, and select the Listener:
Eloqua will evaluate the contacts (88 in my case), identify all the CDO records linked to these contacts (441 in my case), then move them to the CDO program canvas, and filter them based on my rules.
Here is the result:
Step 5. Double-click on the list of CDO records you want to export:
Eloqua will prompt a window with the CDO records. Select All and Export the report.
You will receive a notification when the report is ready.
The report will include all fields from your CDO. Deactivate the programs and enjoy the result.
Understanding and leveraging Eloqua's reporting capabilities can transform raw data into actionable intelligence. Our expertise and tailored solutions can help you navigate Eloqua's reporting tools, ensuring you harness the full potential of your data.
Reach out to our team of experts and let us partner with you to elevate your reporting practices and achieve your marketing goals.
Ioana Stofor
Exploring, developing, and improving Marketing Automation strategies; Helping customers to turn business ideas into real projects.
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