Quick Tip: Avoid Waiting for Reports to Load | Community
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February 23, 2016

Quick Tip: Avoid Waiting for Reports to Load

  • February 23, 2016
  • 23 replies
  • 6867 views

We all have some reports in Marketo that take a while to load. Many people will open them in a tab and just come back to them after lunch. I, however, am super impatient and when I want something, I want it right now. Plus I also have a bad short term memory and tend to forget what I was waiting on and only realize at the end of the day when I shut down and see this report in a random tab.

So here's a quick tip to get those complex reports fast:

  • Set up your report settings as you would normally but do not go to the Report tab to load the report.
  • Instead, click on Report Actions > Save As and give your report a name.

  • Then when it refreshes, you'll see a new tab for Subscriptions. Click on New Report Subscription and set up a subscription for yourself. It's really irrelevant what settings you choose.

  • Then click the little email icon next to your name. This will send you an email of the report as soon as it generates.

Generally I find that this is faster than waiting for the report to load and it will also work in situations where you just can't get the report to load in the UI at all because of complex filters, etc.

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23 replies

February 24, 2016

so helpful. thank you guys!

February 24, 2016

Thank you for this!

Jason_Hamilton1
Level 6
February 25, 2016

Wow, this is great!

February 25, 2016

Ummmm this thread is so good.

February 25, 2016

Phil - you sir are a genius! Thank you, now I can get some of my time back.

February 25, 2016

Thank you Kristen - this was such a great tip!

Level 9
February 25, 2016

Ha! I think half of life is knowing where to find good information, and that's what I did here!

February 26, 2016

I don't have "save as" as on option.

February 26, 2016

You won't see it if the report is already saved. As long as you see the subscriptions tab, you're good. That only becomes visible once the report has been saved.

March 7, 2016

But the subscription is not getting immediate as soon as i click the send now icon, It takes time which is nearly equal to the report loading time. I have faced this for multiple times. Any answer on this? Kristen Carmean