Reports Page

Reports:

• Click on the “Report”, which redirects you to the following page.

• Filter Criteria

1. Report Type, with values

   1. Campaign,

   2. API,

   3. Automations.
      Default selection is Campaign; you can select others from the dropdown.

2. Campaign Name, allows you to enter one or more campaign names, using a comma separator.

3. List Names, allows you to enter one or more list names, using a comma separator

4. Segment Name, allows you to enter one or more segment names, using a comma separator.

5. Suppression Lists, allows you to enter one or more suppression list names, using a comma separator.

6. Template Names, allows you to enter one or more template names, using a comma separator.

7. Format, a dropdown list to select either HTML, Plain Text or Multipart.

8. Subject lines, allows you to enter one or more subject lines, using a comma separator.

9. Minimum volume, allows you to enter a numeric value.

10. Campaign Sent Date, a dropdown list with

    1. Today

    2. Yesterday

    3. Specific Date, ex: February 12th

    4. Specific range, ex: March 1st to March 31st.

    5. Relative - last 1 to 365 days, ex: last 60 days

11. For Report Type= Automations:

    1. Automation Start date, a dropdown list with

       1. Today

       2. Yesterday

       3. Specific Date, ex: April 12th

       4. Specific range, ex: March 1st to March 31st.

       5. Relative - last 1 to 365 days, ex: last 160 days.

• Report Generation:

  • Click on “Generate Report” to view the reports of the selected criteria, as shown in the screenshot below.

• Columns: There are 2 different column headers, such as Dimensions and Metrics. That gives a quick selection at the right-top corner of this page. Click on it to view the default and optional columns for the report, as shown in the screenshot below:

  

  

• Export: You can export to your local using the export button.

  • Choose Export File Type:

    • Excel

    • CVS, with comma, pipe or tab separators.

    • TSV, with comma, pipe or tab separators.

    • HTML

  • File Name: System generates a predefined name, which can be edited as per your need.

• Schedule Reports: You can schedule a report to your email address or to an FTP folder by setting:

  • Schedule Name

  • Recurrence with following options with a selection of start date and end date.

    • Daily

    • Once

    • Hourly

    • Weekly

    • Monthly

  • Send at: Select the preferred time.

  • Recipients email(s): Enter one or more email addresses to which this report should be sent.

  • Report Link Expiry Days: Enter a numeric values for how many days the report link should work.

  • Export File Type:

    • Excel

    • CSV, with comma, pipe or tab separators.

    • TSV, with comma, pipe or tab separators.

    • HTML

• Save/Save as filter: This allows you to save a filter criteria, and use it as and when required.

  • Filter Name: enter a name for the filter.

• Use saved filters:

  • You can view the list of saved filters, select from it.

  • You can also delete any of the saved filters, clicking delete icon right after the filter name.

• Reset: Click to reset the selected filter criteria.