How Do You Create Custom Reports in Eloqua?
Build decision-ready dashboards in Oracle Eloqua by aligning tracked assets, KPIs, and Insight subject areas. This guide shows how to create reusable analyses, prompts, and schedules that your teams can trust.
In Eloqua, custom reports are built in Insight (Oracle BI). Choose a subject area (e.g., Email Analysis, Campaign, Form, Landing Page), add columns and metrics, filter with prompts, and save to a shared folder. For repeatability, standardize naming, date ranges, folders, and calculated metrics, then schedule delivery to stakeholders.
Before You Start: Make Reporting Reliable
Create a Custom Eloqua Report: Step-by-Step
Use this sequence to go from question → metric → trusted analysis in Insight.
Define → Choose Subject Area → Build → Filter/Prompt → Visualize → Save/Share → Schedule
- Define the question & KPI: Example: “Which nurture emails drive the highest CTOR in the last 90 days?”
- Choose the subject area: Start with Email Analysis for email KPIs; join to Campaign where needed for program rollups.
- Add columns & metrics: Asset Name, Send Date (by week), Audience, Sends, Delivered, Opens, Clicks; add calculated Open Rate, CTOR, Unsubscribe Rate.
- Filter & prompts: Limit to your Nurture naming convention; add a dashboard prompt for Date and Campaign.
- Visualize: Table + bar chart by week; sort by CTOR; highlight top quartile.
- Save & share: Save analysis to /Shared/Marketing/Email/Components; add it to a dashboard in /Shared/Marketing/Email/Dashboards.
- Schedule delivery: Email PDF/CSV weekly to channel owners; include a link back to the dashboard for self-serve detail.
Eloqua Reporting Maturity Matrix
| Capability | From (Ad Hoc) | To (Operationalized) | Owner | Primary KPI |
|---|---|---|---|---|
| Folder & Naming | Personal folders, inconsistent names | Shared hierarchy, enforced naming & tags | Marketing Ops | Reuse %, Time-to-Insight |
| Calculated Metrics | Rebuilt each time | Central metric library reused across reports | Analytics | Metric Consistency |
| Prompts & Filters | Hard-coded filters | Reusable prompts (Date/Campaign/Audience) | Analytics | Self-Serve Adoption |
| Scheduling & QA | Manual exports | Automated delivery with monthly validation | MOPs | On-Time Delivery |
| Attribution | Email-only success | Campaign rollups with cost & stage progression | RevOps | ROMI, Pipeline Added |
Client Snapshot: Standardized Eloqua Dashboards
A B2B tech firm centralized email, form, and campaign analyses in Insight with shared prompts and scheduled PDFs. Result: faster weekly reviews and consistent CTOR/lead quality definitions across regions. Explore results: Comcast Business · Broadridge
Pair Eloqua Insight with governed The Loop™ and RM6™ to move from activity metrics to pipeline and ROMI.
Eloqua Reporting: Frequently Asked Questions
Stand Up Trusted Eloqua Reporting
We’ll align taxonomy, create reusable analyses, and automate delivery so your teams can make decisions with confidence.
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