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Create Custom Reports in Oracle Eloqua

Learn the fastest way to build audience, asset, campaign, and revenue visibility in Eloqua—using Insight (OBIEE), dashboards, and filters that non-analysts can reuse without breaking governance.

Expert Eloqua Consulting Take Revenue Marketing Maturity Assessment

Quick Answer

To create custom reports in Eloqua: open Insight → choose a Subject Area (e.g., Campaign, Email, Landing Page, Form) → add Columns and Filters → set Time and Attribution logic → Save the analysis to a shared folder → add it to a Dashboard with prompts, formats, and delivery schedules. Use contact and account attributes for segmentation, and campaign or email metrics for performance trending.

What You Can Report on (Fast)

Email Performance — sends, delivered, opens, clicks, click-to-open, unsubscribes, soft/hard bounces by asset or segment.
Form & Landing Pages — views, submissions, abandonment, top sources, and funnel from page view → form submit.
Campaigns — member counts, stage progression, response rules, and multi-touch outcomes across programs.
Accounts & Contacts — profile and engagement by persona, industry, or account tier with segment-level rollups.
Revenue Impact — MQLs/SQLs, pipeline, and win metrics when integrated with CRM opportunity data.

Step-by-Step: Build a Custom Eloqua Report

This sequence works for most Insight (OBIEE) analyses—swap subject areas based on your goal.

Define → Select → Build → Filter → Visualize → Validate → Share

  • Define the question: e.g., “Which emails drove the most form submissions last quarter by industry?”
  • Select Subject Area: Email, Form, Landing Page, Campaign, or Contact/Account Performance.
  • Build columns: Drag metrics (sends, opens, submissions) and dimensions (date, campaign, asset name, industry).
  • Add filters & time: Last 90 days, campaign type, region, or segment; set date grain (day/week/month).
  • Visualize: Add tables and charts; sort by KPI; format numbers and percentages.
  • Validate joins: Spot-check counts vs. asset and campaign dashboards; confirm deduped contacts.
  • Share & schedule: Save to a shared folder; add to a dashboard with prompts; schedule email delivery.

Eloqua Reporting Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Subject Areas Single asset reports Cross-subject analyses with standard KPIs & definitions Marketing Ops Report Reuse Rate
Data Governance Manual naming Taxonomy for assets, campaigns, and UTMs; automated checks RevOps Data Quality Score
Attribution Last-touch opens/clicks Response rules + multi-touch pipeline influence Analytics ROMI / Influenced Pipeline
Dashboards & Delivery Static exports Parameterized dashboards with schedules & alerts Marketing Ops Stakeholder Adoption
QA & Validation Spot checks Standard QA scripts vs. CRM & asset-level truth RevOps Variance & Error Rate

Client Snapshot: Campaign + Form Insights in One View

By standardizing campaign taxonomy and building a dashboard with date and industry prompts, a global B2B team aligned email metrics with form submissions and MQLs in a single place—cutting weekly reporting time by 70% and improving optimization speed.

Need help connecting Eloqua Insight to pipeline and account views? Our team can standardize metrics, dashboards, and delivery so leaders get the same truth every week.

Frequently Asked Questions about Eloqua Custom Reporting

Where do I build custom reports in Eloqua?
Use Insight (Eloqua’s OBIEE-based reporting). Create a new analysis, pick a subject area, add columns/filters, then save and share.
Which subject area should I start with?
For asset metrics, start with Email or Landing Page. For journey outcomes, use Campaign. For segment performance, use Contact or Account.
How do I compare performance over time?
Add a date dimension and choose the grain (day/week/month). Use prompts for rolling ranges like last 30/90 days.
Can I schedule dashboards to stakeholders?
Yes—save analyses into a dashboard, set prompts, and configure email delivery on a cadence (e.g., Mondays 8 a.m.).
What’s the best way to ensure data quality?
Enforce naming conventions, validate against CRM counts, and document KPI definitions (e.g., delivered, unique clicks, CTOR).

Stand Up Reliable Eloqua Dashboards

We’ll align KPIs, build Insight analyses, and automate delivery so teams can optimize faster with trustworthy data.

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