How Do You Create Custom Reports in Eloqua?
Build the exact dashboards your team needs using Eloqua Insight (OBIEE), Analyzer, and data exports—so you can track campaigns, lead quality, and revenue impact with governed definitions and repeatable templates.
To create custom reports in Eloqua, use Insight to start from a subject area (e.g., Campaigns, Emails, Forms), select your metrics and dimensions, apply filters and date ranges, then format with tables or charts. Save the analysis to a dashboard, schedule as an agent/email, or export to share. For advanced scenarios, blend Eloqua data with a CDP/BI tool using SFTP or API extracts.
What You Need Before You Start
Step-by-Step: Build a Custom Report in Eloqua Insight
Follow this sequence to go from a question to a governed dashboard your execs will trust.
Select → Choose Fields → Filter → Visualize → Save → Share
- Select a subject area: Campaign, Email, Form, Landing Page, Activity, or Account-based views that match your KPI.
- Choose metrics & dimensions: Add measures (e.g., Sends, Opens, Submissions, MQLs) and slice by Campaign, Channel, Segment, Persona, Date, or Region.
- Filter precisely: Set date ranges (rolling 30/90 days), campaign type, channel, or audience; exclude test campaigns.
- Visualize: Use tables for audits and bar/line charts for trends; add calculated columns (open rate, CVR, CTR, CPL, ROMI).
- Save and organize: Store the analysis in shared folders and assemble multiple analyses into a dashboard with prompts.
- Share & schedule: Create an Agent to email PDFs/CSVs, or export data to your CDP/warehouse for multi-touch attribution.
Eloqua Reporting Capability Maturity Matrix
| Capability | From (Ad Hoc) | To (Operationalized) | Owner | Primary KPI |
|---|---|---|---|---|
| Taxonomy & Tracking | Inconsistent names/UTMs | Governed campaign/channel taxonomy and offer IDs | RevOps/Marketing Ops | Data Quality Score |
| Insight Reports | One-off pulls | Saved analyses with prompts and shared dashboards | Marketing Ops | Report Adoption |
| Lifecycle & Funnel | Email-only metrics | Lead → MQL → SQL → Pipeline → Revenue with CRM joins | RevOps | MQL→SQL %, ROMI |
| Scheduling & Distribution | Manual exports | Automated agents to stakeholders & SFTP/API to CDP/BI | Marketing Ops/IT | On-Time Delivery |
| Attribution & Forecasting | Last-touch views | Multi-touch attribution and predictive spend scenarios | Analytics | ROMI, Cost per Opportunity |
Snapshot: From “What Happened?” to “What to Fund Next?”
A B2B SaaS team standardized UTMs, built Insight dashboards for campaign ROI, and scheduled weekly agent emails to Sales and Product. Result: faster quarterly planning and spend reallocation toward programs with highest opportunity creation.
Need help connecting Eloqua to your CRM, CDP, or BI and building trusted dashboards? Our team can implement a governed model and hand you the playbook.
Frequently Asked Questions about Eloqua Custom Reporting
Operationalize Eloqua Reporting
We’ll standardize taxonomy, build Insight dashboards, and automate delivery—so every decision ties back to pipeline and revenue.
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