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.
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)
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
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