How to leverage Insight Reports with Eloqua Dashboards using Insight Action Links

Generated by Midjourney AI

Oracle Eloqua’s reporting dashboards (formally known as Insight Preview) provide you with a visual representation of important information to help you understand the performance of your campaigns, assets, and lead scoring models. The dashboards are pre-built by Oracle Eloqua and are available independently of Insight. These dashboards are different from the ones that you can create and customize in Insight.

Here’s a list of all available Eloqua dashboards.

To access a dashboard:

  1. Navigate to Analytics, then click Dashboards 
  2. Select the dashboard you want to view.

After you open a dashboard, have a look around, try out some of the interactive features including:

  • filter results
  • download a chart (This feature is not available from all dashboards).
  • access the report in Insight (This feature is not available from all dashboards).

In 2021, with the 21D Eloqua Release, the Individual Email Performance dashboard has been rolled out and introduced to Eloqua users, so most of you should be already familiar with its content. It provides a detailed view of an individual email’s performance. The dashboard contains three tabs:

Email Performance: Displays the unique open rate, click-to-open rate, form conversion rate, and bounceback rate. You can check the performance by segment or on a timeline. This dashboard summarizes the email’s performance across all campaigns.

Link Activity: Shows total click visuals.

Click Map: Shows a visual representation of how users interact with tracked links in your emails.

All of these reports come with a visually-attractive charts, which can help users to understand data quickly and effectively. Some of these reports can be accessed in Insight directly from the dashboard level, but this feature is not available from all dashboards. You can manually try to re-create some of these tables and charts in Insight, but most likely you won’t be able to achieve the same look and feel, it will take you a lot of time and the result might not be satisfying. What if there could be a way to integrate both Insight Reports and Eloqua Dashboards?

Let’s start with explaining what are Insight Action Links:

An action link allows you to navigate from an Insight report to a web page or another report (custom or standard). When you hover the mouse pointer over a column value, the column value is displayed as a link. Clicking a column value link displays a list of configured actions. Clicking an action in the list executes the associated action.

Use Case:

“Is it possible to link out to an existing dashboard in Eloqua from Insight? There’s an Individual Email Performance dashboard – which has a bunch of great information our marketers can drill into and leverage. If it’s possible to do so, can we have the data in the “Email Name” column link to this?”

The mentioned report, that included an “Email Name” column was the “Email Analysis Overview” one (the out-of-the-box one, but filtered out by specific email names and saved as a custom one).

Email Analysis Overview Eloqua Insight Report
Email Analysis Overview

Creating an Action Link:

Now we have the report we need, let’s add an action link to take us to the Individual Email Performance dashboard:

  1. Run your previously created Email Analysis Overview report (or any other report that includes an Email Name column).
  2. From Subject Areas > Attributes folder on your left hand side, make sure to add an Email Id attribute (double click or drag-and-drop it):
Email ID reporting attribute
Attributes > Email ID
  1. Select the column you wish to add the action link to (Email Name) > select Column Properties:
Column Properties
Column Properties
  1. Go to the Interaction tab > here you have a choice: you can add the action link to the column heading or the values. I am going to add an action link to the values > select drop down for primary action > select Action Links and select the + button to create your action link:
Select Column Properties - Interaction
Column Properties > Interaction
  1. Once you select the + button you will see a pop up New Action Link > add a name for Link Text (this is what you will see as the title on the action link within the report) > Select the green icon  > Select Navigate to a Web Page.
Select Navigate to a Web Page
Navigate to a Web Page
  1. Once you’ve selected Navigate to a Web Page,  Enter the following URL:{1} making sure to replace the POD# with your pod number (here’s how to determine which POD you are on) i.e. p04 and click Define Parameters > Select Add Parameters:
Define Parameters > Select Add Parameter
Define Parameters
  1. Use these parameters:
    • Name: 1
    • Prompt: EmailId
    • Value: Column Value > “Email”.”Email ID”
    • Fixed1: checked
    • Hidden2: checked
Define Parameters
Define Parameters
  1. Click Options > Open In New Window checked> Click “OK”
Select Open In New Window
Select Open In New Window
  1. In report, switch from Criteria to Results. You will now see the heading for Email Name is an action link, once you click on a value, you will see the action link appear to take you to the dashboard you’ve embedded in the action link:
Action Link
  1. Click on the Email Name value to access the Eloqua Individual Email Performance dashboard.

1 Fixed – Use this column to specify whether to allow users to see but not set the parameter. Select the box to allow users to see but not set the parameter. Deselect this box to allow users to see and set the value.

2 Hidden – Use this column to specify whether to hide the parameter from users. Select the box to hide the parameter from users. Deselect this box to show the parameter to users.

3 Open In New Window – Use this box to specify, for an action link that navigates to related content, whether to open the link in a new browser window or new tab (if the browser supports tabs). Select this box to open the action link in a new browser window or tab. Deselect this box to open the action link in the same browser window or tab.

Important Note: Keep in mind, especially when you plan to share that report with someone outside of your organization, that Eloqua Dashboards are a part of the Eloqua interface, so in order to access them, you must be logged in to the system.

Here are some other useful tips from Eloqua Topliners Community on how to effectively work with Insight Action Links:

How to: Link to Profiler from an Insight report

Eloqua’s Tip Tuesday: Pre-wire useful links directly in your Eloqua Insight Reports!

Insight (OBIEE) Tips | Action Links: What they are and how to use them

Need help with data management, system audit, custom reporting or any other marketing automation processes? Contact us and we’ll sort it out for you!  


  • Piotr Sito

    I'm a Marketing Automation Specialist with a passion for digital marketing and technology. Outside of work, I love to stay active and enjoy cycling, reading books, making music, and exploring new genres. Also, I'm a big fan of the NBA.

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