Reports (Post-Merge)
  • 16 Aug 2022
  • 17 Minutes to read
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Reports (Post-Merge)

  • PDF

Cloudingo offers a variety of built-in report options. The two most commonly used post-merge reports are the Dedupe Audit, the Merge/Convert Summary. 

The Activity Stream Error/Warning Report is critical for monitoring job failures (both in Dedupe and Data Maintenance jobs). When running automation jobs, the Automation Summary reports are also very helpful as well. 



To access the reports and dashboards, go to the Report Module from the Dashboard Menu.

Cloudingo Reporting Dashboard


Enabling Reports

Once in the Report Dashboard, there is ‘Reports’ menu option at the top, right corner of the page that gives you a list of all available (and selected) reports that can be visible on your Report Dashboard.

 



Action Menu

Each report on the dashboard has a menu with available options. Options may vary depending on the report you are working with. 

For example, some reports allow you to setup a schedule to run the report & email the results to specific individuals. You can export options for the dashboard graph reports, and most reports have the ability to run a full report where specific record details (including unique Salesforce record IDs that have been processed through Cloudingo) can be exported to a CSV file.

Choose the 3 lines at the top right corner of any dashboard report to get to a specific report’s menu options.


Cloudingo Report Menu

Refresh

Updates the result counts since the last time the report ran.

Change Options

Allows you to change the date range specified (either to a set range or custom date range on some reports).

Schedule

Allows you to setup an email of the report results to any email of your choice. You can specify more than one email. The report can be set to run & email as scheduled one time only, daily, weekly, bi-weekly, etc. The schedule can be set to run & email on specific days of the week and time of day. Set the date range that you want the results in the report to display under ‘Current Options’. Choose which format (Excel or PDF) and whether you would like to include the graphical view from the main report dashboard. The Full Report (with record ID & group name plus any additional details provided within the data underlying in the report) will always be included in the emails whether the Graphical Report option is chosen or not. 

Export

Export the dashboard graph report results to Excel (graph only), Excel w/Data (graph with Metric Counts only), JPEG (graph only), PDF (graph only), PDF w/Data (graph with Metric Counts only), PNG (graph only), WORD (graph only), WORD w/Data (graph with Metric Counts only). If you would like to export the underlying data that provides details on the records counted in the graphical view, please see our Full Report option details below.


Cloudingo - Export Report

Hide

Unchecks the report (in the Report menu options) so that the report is hidden from the dashboard. You can re-enable from the 'Reports' menu option (top right).

Full Report

(Only available on select reports)

Choose a date range and click Run.

After report results are returned, there will be an option to Export the results (in the top, right corner next to the ‘Run’ option).

The export will generate a CSV file download that will give you the option to Open or Save.


Cloudingo - Save report as a CSV




Report Options

Activity Stream Errors/Warnings

This is an exportable report listing the Activity Stream merge, convert, or data maintenance job failures. Run this report when you see failures in the Activity Stream and want a list of the errors, or when your automation job has finished and you have remaining results in the filter (maybe indicating there could have been failures).

You will see a blue Details button to the far right column in this report. This button serves as a quick link to provide additional details from the Merge/Convert Summary report (such as the record IDs involved and which user processed the filter that returned the failure).


Result output (from the Full Report) displays:

  • OrgMessageID: This is an internal ID that Cloudingo assigns to the Message. This is used for internal programming purposes only.
  • OrgID: This is an internal ID that Cloudingo assigns to the Org assigned to the Account. This is used for internal programming purposes only. 
  • Message Header: the group name
  • Message Text:generic failure message (such as convert failed, skipped, etc.) 
  • Message Error:the specific details of the error returned when the job failed 
  • MessageSource – filter that was running when the job failed
  • Description – type of job (merge, convert, etc.)
  • Createdate – when the job failed to process
  • OrgPlatformID:This is an internal ID that Cloudingo assigns to the Org platform selected at time of processing. This is used for internal programming purposes only. 
  • ID: This is an internal ID that Cloudingo assigns to the Activity Stream. This is used for internal programming purposes only. 
  • IsError: Flagged as True when a failure occurs.
  • OrgPlatformFilterID: This is an internal ID that Cloudingo assigns to the Org platform filter used at the time of processing. This is used for internal programming purposes only. 
  • GroupID: This is an internal ID that Cloudingo assigns to the group of records being merged. This is used for internal programming purposes only. 

**This report can be exported to Excel or PDF from the dashboard view (there is no graphical view).**





Backup Activity

Available for Professional & Enterprise Licenses to report back the backup plan details on groups of records that have been backed up (during merge/convert/update/delete) using the Undo/Restore feature. Details are only captured on jobs performed after the Undo/Restore feature has been enabled.

Result output displays:

  • BackupPlan - the name of the backup plan assigned for your organization
  • BackupJobID - an internal auto-assigned ID on the batch job performed on any given group of records (one ID per backup job)
  • Backup Name - an internal auto-assigned name on the batch job performed on any given group of records (one Name per backup job)
  • Object Name - the name of the Object associated with the backup job (there may be multiple objects related to the backup, so it is not uncommon to see related objects in addition to the main object in the backup plan).
  • Backup Date - the date that the merge/convert/update/delete was performed and when the backup plan was generated for the group of records
  • Backed up By - the user that performed the merge/convert/update/delete that triggered the backup plan for the group of records


Callback Integration Activity

(Only needed for Enterprise license users with API Integration configured and enabled)



Data Maintenance Audit Report

Gives a list of specific records that have been updated or deleted from Salesforce by means of a Cloudingo Data Maintenance job for specified time range.

Result (full report) output displays:

  • GroupID – internal number for the group in Cloudingo that was updated/deleted
  • Action – type of job performed (Data Maintenance)
  • FromType – Object that filter was created on (Contact, Lead, Account, etc.) to obtain the records desired for update
  • ToType – Object that filter was created on (Contact, Lead, Account, etc.) for update *Note, in most cases, the from type & to type will be the same on Data Maintenance jobs*
  • Master – True/False – Record ID displayed is the ‘master’ record (or record chosen for update when evaluating Data Maintenance results)
  • SalesforceID – The unique Salesforce Record ID for the record updated/deleted
  • DisplayName – The unique display name for Data Maintenance filter results
  • MaintenanceDate – Date Data Maintenance job was performed
  • User – indicates the user that was logged into Cloudingo performing the merge or convert


Data Maintenance Automation Report

The dashboard graph report will display a quick overview of your (currently running or past) automation jobs for the specified time range. The intended purpose for this report is to give real-time feedback on your jobs running (or recent jobs) and also to show what jobs are queued or scheduled.


Cloudingo Data Maintenance Report - Automation Summary


The full report will give additional information related to the automation jobs run during the specified time range such as number of jobs per day, number/percentage of successful, skipped or unprocessed merges or converts as a result of the job, the current status of the job, etc.


Cloudingo Data Maintenance Report - Summary




Data Maintenance (Summary) Report

Gives a list of specific records that have been updated or deleted from Salesforce by means of a Cloudingo Data Maintenance job for specified time range.


Cloudingo Data Maintenance Report - Dashboard


Result (full report) output displays:

  • Date record was updated or deleted
  • Action that was performed on the records (update, delete, etc.)
  • From indicating the object the updated/deleted record came from
  • ID displays the unique Salesforce Record ID for the record that was merged/deleted
  • To indicating the object that the surviving/master record resided (and what object the other non-master records were merged into)
  • ID displays the unique Salesforce Record ID for the master/surviving record that the other record(s) were merged into
    **Note: the ‘From’, ‘ID’ & ‘To’ fields will most likely be the same for this report on records that have been updated or deleted as a result of Data Maintenance filters**
  • Success – true or false indicating that the merge or convert was completed successfully
  • Message – for failed updates/deletes, the message reason will display in this column
  • Job Name – filter that was being used at the time the update or delete was performed
  • Job Run Date – to indicate the last time the filter calculation was performed prior to the merge or convert
  • User – indicates the user that was logged into Cloudingo performing the merge or convert


Dedupe Audit (Summary) Report

Gives a list of specific records that have been merged or converted in Salesforce by means of a Cloudingo dedupe job for specified time range.


Cloudingo Audit Summary


Result default output displays (results output can be configured for additional fields):

  • GroupID – internal number for the group in Cloudingo that was updated/deleted
  • Action – that was performed on the records (merge, convert, etc.)
  • FromType – indicates the object the merged/deleted record came from
  • ToType – indicates the object that the surviving/master record resided (and what object the other non-master records were merged into)
  • Master – True/False – Record ID displayed is the ‘master’ record
  • SalesforceID – The unique Salesforce Record ID for the record merged or converted
  • DisplayName – The Cloudingo Group Name for the group of records
  • MergeDate – Date & Time that the merge or convert was performed
  • User – indicates the user that was logged into Cloudingo performing the merge or convert
    **Any additional fields configured for Audit will display in a separate column. The value displayed will be the value obtained from the record prior to the merge or convert.**



The Audit Report is very similar to the Merge/Convert Report, however it can be customized. As part of the Automation Rules, you can select fields for each of the objects to be added to this report as the records are merged. In other words, you can choose to add Account Name, Full Name, Email Address, etc. to the report to make it more meaningful. These selections must be made before merging records (merges processed prior to configuring the audits cannot be audited retroactively).

This report gets generated when records are merged. Once the records have been merged, field values are gone and cannot be added to the report (because Cloudingo does not store or cache your Salesforce data). The report stores data over time and can be exported to CSV.

To configure a field for audit, you will need to edit your existing automation rule(s). Add a Specific Field Value rule for the field(s) that you wish to audit. If you are only adding a field to the rule so that it can be included to the Audit report, but you do not want to change the behavior of the field value selection for merge, make sure that you set the rule and override setting to match your Default Field Value selection (which is the 2nd setting in your automation rule just beneath the master definition and just above the specific field rules) OR simply set the rule and override setting to 'Inherit Default field rule' and 'Inherit Default override option'.

For example, if your default field value selection is Newest (ordered by MODIFIED date) And override master when blank, then you would want to set your specific field rule & override to be the same (or using the inherit default rule/override options). You will see an ‘Actions’ section when setting up your field rule. From the ‘Actions’ page, select the option to perform the ‘Audit’ for the field.

Video: Setting Up Fields for Auditing




Dedupe Automation Report

The dashboard graph report will display a quick overview of your (currently running or past) automation jobs for the specified time range. The intended purpose for this report is to give real-time feedback on your jobs running (or recent jobs) and also to show what jobs are queued or scheduled. The Automation Report is more of a monitor than a report.


Dedupe Automation Report


The full report will give additional information related to the automation jobs run during the specified time range such as number of jobs per day, number/percentage of successful, skipped or unprocessed merges or converts as a result of the job, the current status of the job, etc. You can also stop currently running jobs from this screen as well.


Dedupe Automation Report - Full Report


At the top of the Automation Report monitor is a drop down menu and fields that enable you to filter automation jobs and reports based on date ranges.


Cloudingo automation report


Automation Runs shows a timeline of jobs that have run or are running. Hovering over the points on the line will provide additional details.

Automation Jobs lists each individual job that has run or is running with the current status of the job and its results. The hyperlink “View” allows you to drill into the specifics of an individual job.

Record Summary provides a real time graphical representation of the status of an automation job.

Currently Running shows automation jobs that are in process. From this window, you can stop a job if needed by clicking the hyperlink “Stop.”

Upcoming/Queued Jobs lists any jobs that have not yet been started, but that are planned.


Use 'View' to get more details
If you had a job just cancel out without any explanation on the screen, check the 'View' button within the job that cancelled out. There will often be details on why the job was cancelled. If your job hits too many errors of the same error message, for example, you may hit a threshold within our error tracking that is designed to automatically cancel 'bad' jobs with too many errors. We cancel the jobs to prevent wasting API calls, allowing the user to fix the issue and restart the job again.


Dedupe Filter Counts Report

Gives current count of all duplicates detected in dashboard filters. Dashboard filters may need to be recalculated to reflect change in counts.




Duplicates Eliminated Report

Gives a total count of duplicates per object that have been eliminated from Salesforce (for jobs processed through Cloudingo) during the specified time range.




Filter Definition Report

Gives a list of all filter configurations (and which automation rules are associated) within your Account for all users.




Filter Schedules Report

Gives a list of all filters actively scheduled. 



Result output displays:

Filter Name - the name of the filter that is scheduled.
Email Address - the email of the user's dashboard that the filter is scheduled under.
Platform - the Platform name of the connected environment where the filter is scheduled.
Run Automation - 'True' means that the 'Run automation cleanup (using your automation settings) after filter runs' setting within the filter's schedule is set to 'Yes'. If True, the job is performing the actual cleanup. If 'False', the 'Run automation cleanup' option is set to 'No', and the filter is scheduled to recalculate the results only, but not process the job.
Occurrence Type - Specifies the schedule's set recurring setting (daily, weekly, monthly, etc.).
Interval - Specifies the schedule's set recurring interval based on the Occurrence Type (Run every '1' day, every '2' days, etc.).
Occurrence Inclusion - Specifies the schedule's specified run details if populated based on Occurrence Type (ex: run every week on the following days 'Monday', 'Tuesday', etc.).
Start Date - Date the schedule's start date last saved.
Next Run Date - Date the schedule is set to run next based on the specified schedule.
End Date - Date the schedule is configured to end (if not set to 'Keep it going').
Filter Calculated Date - Date the filter was last calculated.
Last Automation Run Date - Date the filter was last run via an automation job.



Merge/Convert (Summary) Report

Gives a list of specific duplicates eliminated from within Cloudingo for specified time range.


Cloudingo Merge/Convert (Summary) Report

Result output displays:

  • Date of merge or convert
  • Action that was performed on the records (merge or convert)
  • From indicates the object the merged/deleted record came from
  • Display Name indicates the group name for the group of records
  • ID displays the unique Salesforce Record ID for the record that was merged/deleted
  • To indicates the object that the surviving/master record resided (and what object the other non-master records were merged into)
  • ID displays the unique Salesforce Record ID for the master/surviving record that the other record(s) were merged into
    **Note: the first ID column is the list of ID(s) that were merged/deleted and the second ID column is the master/surviving record ID. If multiple records were converted into the same master record, the ‘From’ ID column will display all Salesforce Record IDs combined into one column**
  • Success – true or false indicating that the merge or convert was completed successfully
  • Filter Name – filter that was being used at the time the merge or convert was performed
  • Filter Run Date – to indicate the last time the filter calculation was performed prior to the merge or convert
  • User – indicates the user that was logged into Cloudingo performing the merge or convert


The final record is listed as a hyperlink into Salesforce. The report stores data over time and can be exported to CSV.

You can click the report’s menu option to go to ‘Full Report’ to specify a date range to locate the group of records you need to restore. You can also click the Full Report shortcut icon on the dashboard report to go directly into the report details and specify a date range.

When you first get into the Merge/Convert Summary (Full Report), you will see a few options at the top right (just above the column headers):

  • Run: After choosing a date range option, choose 'Run' to re-run the report results with the chosen criteria.
  • Search: Use this option if you need more advanced search options (other than date). A search page will pop open:

Action: Use to narrow search to locate only merges or converts
Success: Use to narrow search for successful or unsuccessful merges or converts
Display/Group Name: Use a text value to narrow search by group name
Salesforce ID: Use a text value to narrow search by Salesforce record ID
From Object: Use to narrow search for specific object merges (Leads, Contacts, Accounts, etc.) or converts (Leads)
To Object: Use to narrow search for converted Leads (From Leads to Contacts or Accounts). This should remain set to 'All' when searching for merges.
Filter Name: Use to narrow search by filter name
User: Use to narrow search by specific user who performed the job

 

  • Undo/Restore: This is a quick link option to open the Undo/Restore settings page. If you have the Undo/Restore feature enabled, you will have additional columns related to that feature. 
  • Export: Export results for selected/searched criteria to CSV (Note: the restore can only be performed in the active report, not from the CSV)

Beneath the headers, you will see your selected/searched criteria (limited view will be displayed without narrowing your search). 

You will see a 'Details' option to the right of every group of records that have been merged or converted from within Cloudingo. Click this option to view details of a group of records that were merged.

Use the 'Export' option at the top of the page to Export the full data (unlimited view) to a CSV file that can then be opened in Excel. 

When the Undo/Restore option is enabled, you will see an Options column with options specifically designed for the undo/restore process.

See additional details here for options specific to the undo/restore feature (only displayed when the undo/restore feature is enabled for your Account).



Record Action Report

Gives counts per job type (address validation, convert, merge, update, etc.) per day to show what type of activity is being performed within Cloudingo during specified date range.


Cloudingo - Record Action Report




Restore Activity Report

Available for Professional & Enterprise Licenses to report back all restoration details on groups of records that have been restored using the Undo/Restore feature. Details are only captured on jobs performed after the Undo/Restore feature has been enabled. 

Result output displays:

  • BackupPlan - the name of the backup plan assigned for your organization
  • Object Name - the name of the Object associated with the backup job (there may be multiple objects related to the backup, so it is not uncommon to see related objects in addition to the main object in the backup plan)
  • Original ID - the Salesforce record ID on the record before deletion/restoration (there may be multiple objects related to the backup, so it is not uncommon to see related objects in addition to the main object in the restoration details)
  • New ID - the Salesforce record ID that was created after restoration (Cloudingo creates a copy of the previously backed up record and inserts a new record during the restore process using the data from the backup - the record ID does physically change during the restoration process)
  • Success - True indicates that the restoration was successful; False indicates that the restoration failed
  • RestoreMessage - If the restoration failed, details reported back from Salesforce on why the restore plan failed will be provided (the error message returned from Salesforce)
  • Restored Date - the date that the restore request was initiated
  • Restored By - the user that initiated the request to restore the group of records


User Activity Report

Available for Professional & Enterprise Licenses to report back all user activity within Cloudingo. This report is limited to Super User (admin) roles by default, and can be used as a managerial report.


Cloudingo - User Activity Report



User Login Activity Report

Available for Professional & Enterprise Licenses to report back all Cloudingo date & times for user logins. This report is limited to Super User (admin) roles by default, and can be used as a managerial report.


Cloudingo - User Login Activity Report



Webservice Integration Activity

(Only needed for Enterprise license users with API Integration configured and enabled)



Videos

Video: Using Cloudingo Reports


Video: Setting up Fields for Auditing

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