Create Custom Reports in Eloqua: From Insight to Decisions
Learn the fastest path to build audience-ready dashboards and custom reports in Oracle Eloqua—covering data sources, filters, metrics, calculated fields, and shareable views that your GTM team will actually use.
In Eloqua, custom reporting is built by selecting a data subject area (assets, campaigns, activities, accounts, or contacts), choosing dimensions (time, asset, campaign, segment) and measures (sends, opens, form submissions, clickthroughs), applying filters and segments, adding calculated metrics (e.g., CTR, CVR), and saving the result as a dashboard view you can share or schedule. Use campaign/c-activity joins for multi-touch, and labels for clean rollups.
What You Can Report on
Eloqua Custom Reporting Workflow
Follow this sequence to go from a question to a trusted, reusable dashboard.
Define → Scope → Build → Validate → Publish → Govern
- Define the decision & KPIs: Who needs this and why? Select target KPIs (e.g., CTR, Form CVR, MQLs, Opp Influence).
- Scope data sources: Choose the subject area (Email, Forms, Landing Pages, Campaigns, Accounts, Contacts) and the time grain (day/week/month).
- Build the report view: Add dimensions and measures, craft filters (e.g., Brand contains “X”, Region = NA), and create calculated fields (e.g.,
Unique Clicks / Deliveries). - Validate accuracy: Spot-check against asset and campaign dashboards; reconcile totals with CRM where applicable.
- Publish & schedule: Save as a dashboard, share with roles, and schedule PDF/CSV deliveries to stakeholders.
- Govern & iterate: Tag with labels (BU, Region, Product), add notes, and version changes so weekly numbers don’t drift.
Eloqua Reporting Maturity Matrix
| Capability | From (Ad Hoc) | To (Operationalized) | Owner | Primary KPI |
|---|---|---|---|---|
| Data Taxonomy | Inconsistent naming | Labels for BU/Region/Product + UTM standards | Marketing Ops | Tag Coverage % |
| Email Analytics | Isolated asset stats | Cohort CTR/CTOR with device & segment splits | Marketing Ops | Unique CTR |
| Form & Page | Raw submissions | View→Submit conversion, drop-off, test vs. control | Web Ops | Form CVR |
| Campaign Influence | Last-touch only | Multi-touch with member statuses & CRM tie-out | RevOps | Pipeline Coverage |
| Distribution | Manual exports | Role-based dashboards and scheduled delivery | Marketing Ops | On-time Report Delivery % |
| Data Quality | Unexplained variances | Reconciled with CRM; versioned definitions | RevOps/BI | Variance < 3% |
Client Snapshot: Cutting Time-to-Insight by 60%
A SaaS company moved from ad-hoc exports to labeled, scheduled Eloqua dashboards joining email, form, and campaign data. Result: 22% lift in form CVR and weekly reporting time reduced from 5 hours to 2—while improving trust in the numbers.
Tip: standardize labels, UTMs, and naming before building rollups. You’ll unlock clean pivots by business unit, region, product, and offer.
Frequently Asked Questions: Eloqua Custom Reports
Operationalize Eloqua Reporting
We’ll design labeled datasets, reusable dashboards, and scheduled delivery—so marketing, sales, and executives trust the same KPIs.
Expert Eloqua Consulting Get the Revenue Marketing eGuide