Reporting - Activity Reports

Activity Reports allows you to run a report based on....

Campaign comparison report. Manually select the campaigns that you would like to review / compare the performance of. E.g. to spot trends in the performance of your monthly news letter

Campaign periodic reporting. Manually select the campaigns that you would like to review the performance of in any chosen time period. E.g. review the performance of your lead nurture programme in any given month

Campaign activity report. Select the period you would like to report your total email activity in (including totals) e.g. All email campaigns last month

Survey periodic reporting. Manually select the surveys that you would like to review the performance of in any chosen time period.

Once the report is created you can then create a scheduled notification to email out the report to chosen recipient at a set time frequency, Click here to find out more on how to create a scheduled notification.

Adding an Activity Report

Adding an Activity Report
  1. Click on 'Add New Activity Report;
  2. Enter the name of the report
  3. Click on add.  This will add the report and the page will refresh the activity report setup screen

Setting up the Activity Report

1. You first need to select the type of report required from the following options:

Campaign comparison report. Manually select the campaigns that you would like to review / compare the performance of. E.g. to spot trends in the performance of your monthly news letter

Campaign periodic reporting. Manually select the campaigns that you would like to review the performance of in any chosen time period. E.g. review the performance of your lead nurture programme in any given month

Campaign activity report. Select the period you would like to report your total email activity in (including totals) e.g. All email campaigns last month

Campaign recurring report. Manually select recurring only campaigns to show a breakdown of each individual period stats.

Survey periodic reporting. Manually select the surveys that you would like to review the performance of in any chosen time period.

2. Once the above report method has been select the page will refresh to allow you to configure the report. ( You may be asked to enter in time options to select how long the report needs to run for, and the campaigns required)

3. Once the report is setup you can then either click to view the activity report or create a scheduled notifications.

Viewing the activity report

  1. Click on Start Report, this will begin to process the campaigns and the data. (The page will refresh and the current status will show that the data is being processed)           Once complete the status will return to idle and you will need to click on refresh results for the stats to show in the grid below. Each time you view the report you will need to click on 'Refresh Results' to view the stats on demand.
  2. You can click on this option to export the results to Excel.

0 Comments

Add your comment

E-Mail me when someone replies to this comment