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Our 2026 campaign reporting roadmap made improving performance a top priority based on your feedback. We recognize that your ability to make data-driven decisions depends on those insights and a platform that keeps pace with your workflow.

That’s why we’re thrilled to announce a major reporting upgrade on the way. Soon you can access the same trusted metrics and capabilities you rely on  — with the speed and reliability you need.

Faster campaign reporting

What's new

  • Significantly quicker load times: No more waiting for "swirls" or pre-loading tabs to view reports — the new native experience displays them in seconds.
  • On-demand refreshes: Need the latest numbers? You can manually trigger a data refresh every 24 hours to ensure your reporting reflects the most recent campaign activity.
  • Built-in version history: Review snapshots in time by jumping back to any previously refreshed version of your report. Use the dropdown to select a specific date and instantly compare your data.

Screenshot of a sample Campaign Workflow tab with the Refresh Report button highlighted. The Version selector next to the Refresh Report button is also highlighted.

  • Same reporting logic: Your KPIs and key analysis — including ROI, Reach, Downstream, and Trending tabs — remain unchanged. All existing charts, filters, and toggles (like Objective vs. Overall) are also carried over for total continuity.

Screenshot of a sample campaign with the 'View downstream by' options highlighted. The sample metrics for ROI, Leads, Attributed Patients, and Total New Patients are also highlighted.

  • Familiar workflow: The interface mirrors the list views you use in other areas of the platform — including Favorite functionality and shield icons to easily identify Fully Mastered and Unmastered audience sets.

Screenshot of a sample Campaign Workflow tab. The Favorites icons, Fully Mastered Persons and Unmastered Persons icons are all highlighted. The All or Favorites view switcher is also highlighted.

  • Future-ready foundation: This shift provides immediate performance gains, while accelerating the delivery of more advanced reporting capabilities.

What’s next

Look for the official release announcement in your platform and more resources to dive right in.