1. INTERACTION REPORTING SERVICES Professional Services PG Webinar: InterAction Reports: An Overview

2. Our Presenters: Colleen Hayes Database Marketing Coordinator Foley & Lardner, chayes@foley.comchayes@foley.com Jeff Lane, Sr. Marketing Technology Coordinator Pillsbury, jeff.lane@pillsburylaw.comjeff.lane@pillsburylaw.com Pat Purdy, Marketing Technology Manager Pillsbury, patricia.purdy@pillsburylaw.compatricia.purdy@pillsburylaw.com Bill Vannerson, Database Marketing Manager Foley & Lardner, wvannerson@foley.comwvannerson@foley.com INTERACTION REPORTING

3. Advantages of InterAction Reports  Reports can be viewed in multiple formats  Easily accessible  Out of the Box reports that can be edited  Manageability of Users INTERACTION REPORTING

4. Types of Out of the Box Reports  Contact List Reports  Contact Intelligence  Client Management  Business Development  List Reports INTERACTION REPORTING  Event Management  Activity and Appointment Reports  Matter Reports  Opportunity Reports  Engagement Reports

5. Report Chooser Choose from your favorites or click the manage button to view all reports. INTERACTION REPORTING

6. New Report Wizard Fill in the appropriate name, category, and description. Select the type of report. INTERACTION REPORTING

8. Report Output Options 1)InterAction Report Designer 2)Export to a file 3)Create report in another application Preview Report INTERACTION REPORTING

9. Security 1)Add User 2)Add Group 3)Remove 4)Select where the report will be accessible from INTERACTION REPORTING

10. Edit Report Layout INTERACTION REPORTING

11. Report Properties INTERACTION REPORTING Add If then statement for fields with no value

12. INTERACTION REPORTING

13. Report Properties (Cont.) INTERACTION REPORTING Choose different functionality such as sum, average, and count based for fields within the report.

14. Review the following Out of the Box Reports:  Marketing Lists for a Contact  Business Development  In Depth INTERACTION REPORTING

21. SQL Reporting Services with InterAction INTERACTION REPORTING

22. Beyond Out-Of-The-Box For when your application’s built in reporting tools just doesn’t hit the spot

23. Advantages Flexibility Integrated Charts Scheduled Delivery Multiple Data Sources

24. MARKETING EVENT MANAGEMENT (MEM) Assist in process work flow & Capture event data for event & management reporting

25. MEM DATA FORM CRM Web Site E-Mail & Registration Form System Management Reports

31. Questions for Our Presenters? Colleen Hayes Database Marketing Coordinator Foley & Lardner, chayes@foley.comchayes@foley.com Jeff Lane, Sr. Marketing Technology Coordinator Pillsbury, jeff.lane@pillsburylaw.comjeff.lane@pillsburylaw.com Pat Purdy, Marketing Technology Manager Pillsbury, patricia.purdy@pillsburylaw.compatricia.purdy@pillsburylaw.com Bill Vannerson, Database Marketing Manager Foley & Lardner, wvannerson@foley.comwvannerson@foley.com INTERACTION REPORTING