- Updated: Feb 12, 2017
- Audience: WhatCounts' User
- Version: 1.1
Recently we have made improvements to how email reports are generated through the platform. To access the new tool, select Campaign Report Wizard from the Generate Report subheading found under the Reports heading in the navigation menu.
The result set from these reports will be created as a text file of Comma Separated Values (CSV), alternative delimiters can be selected as well.
Please note that due to size limitations, reports generated through this tool are not available to be sent via email.
- Select Campaigns
- Select Reporting Attributes
- Accessing Reporting Results
- Scheduling Roll-Up Reporting
Preparing To Use The Feature
- Before using the Campaign Report Wizard you will have need to have deployed at least one campaign in your Realm.
- Knowing the Campaign Details (Campaign Name, List Name, Date) will assist in finding the desired results.
The first screen for the Campaign Report Wizard helps select the desired Email Campaigns to be included in the report. You may view all available campaigns or limit the results to a specified date range, list or campaign name, and optionally minimal number of emails deployed.
Each Campaign ID that is selected in this step will reflect a unique row in the CSV file exported by the WhatCounts platform.
Once you have defined the search criteria clicking Next will allow you to select from the results.
Select Reporting Attributes
The next heading under the Campaign Report Wizard allows you to select the different tracking events to be included in the CSV export. Each type of tracking event has been grouped into three headings. Each selection from these headings will be represented as a new column in the exported CSV file.
Tracking allows including traditional email tracking and behavioral actions such as opens, clicks, sends, unsubscribe and bounce to be included as a part of the exported report.
Social allows including social tracking events if you make use of the WhatCounts Social Sharing Links
Other allows the ability to include Campaign Details such as Campaign ID, Email Subject and Name to be included in the report, to allow for easier identification of campaigns.
Custom allows including information related to custom fields to be appended as a part of the exported CSV file.
From this final screen you can select the final export options including file type, file name, date format, and other file attributes.
Accessing Reporting Results
Depending on the number of campaigns and attributes in your report it may take a few moments to process. Once the report is launched you can continue using the platform and view the result sets at any time.
To access Report Wizard results, select the File Manager from the Reports heading in the Navigation Menu
From this screen select the reports folder, and search for the name used in the Finalize step to download your report.
Scheduling Roll-Up Reporting
When accessing the Report Wizard from the Calendar functionality of the WhatCounts platform, you are presented with a slightly different date selector. This feature will allow you to schedule a grouping of campaigns in advance of their deployment. This is helpful for preparing a cumulative weekly or monthly roll-up of email campaigns across all marketing efforts. Let’s take a quick look at how to schedule a weekly roll-up report.
On the first screen you can select the cumulative number of days to combine campaigns from in generating your report. You can select a maximum of 31 days from this heading.
The following screens will guide you through the same series of steps of selecting attributes as we saw in steps 2 through 5 of this documentation. Wizards scheduled to run in the future will run a roll-up report of campaigns using the reporting criteria selected, with the option to upload results via FTP/SFTP if desired.