Data¶

• Columns: Select the columns of data that you want to appear in the table of data in the report. To select a column to appear, click the column name in the left column. To clear a column, click it from the right column. For example, if you select ID, it refers to the ID for the parent data source category that you selected earlier (Contact ID, email ID, Asset ID, etc). It is recommended that you include ID in all reports.

• Order: Select data points to be used for sorting the data in the report. The available sort options are Ascending and Descending. To add multiple columns, click Add Order. For fields that use text, an Ascending order lists values starting with B after values starting with A (and so on). For number or date fields, the higher the number or later the date, the lower on the list the row is. Descending order is the opposite.

  Note

  If you add multiple fields to order by, the last one in the Order list is used first. For example, if you order by First Name Ascending and then add Email Ascending, the email column is sorted first and any duplicate rows are then sorted by first name ascending.

• Filters: Filter the data by using conditions and values. Hence, you can generate granular reports. This option helps you to narrow down the data included in the report. The data points used for filters don’t have to be columns that appear in the report table. A commonly used filter for any reports that include contact record data is Email Not Empty, which displays only identified contacts in the report. Additional use cases can be to include contacts or items that match a certain value, events happening within a certain date range, etc.

  Note

  Setting the Dynamic option to Yes makes it easier for users viewing the report to change the data they see without actually editing the report. Users can see the filter by opening the Filters drop-down from the top of the report page.

• Group by: Select the columns for which you want to group data. By default, reports show all items individually. In many reports, you may see the same contact, company, or item appears multiple times. To only see each record listed once, you can add a grouping based on some attribute for the record. You can use email or Contact ID to display a single row per contact record.

  For example, you can group by Contact ID to view the unique number of Asset Downloads or Form Submissions for a single form, instead of total Asset Downloads or Form Submissions, which could include duplicates.

• Calculated columns: Select the function that you want to apply to individual columns. Calculated columns display count, average, sum, or the minimum or maximum values from a selected field. They are only available when a grouping is used to show a calculation for that grouping. Continuing with the previous example of grouping by a contact ID number or email address, a COUNT calculation displays how many times that contact record appears on the report if not for the grouping.

  Example 1:

  In a Page Hits report (to find the number of hits to a Campaign Studio Landing Page or any third-party page)

  • Add the columns that you want in the report.

  • Group by Hit URL (so only one URL is displayed per row).

  • To calculate how many contacts hit that page:

    • Select the COUNT function.

    • Add Contact ID to the Column.

    • Campaign Studio counts how many Contact IDs hit that URL. The number in each row of the Count Contact ID column is the number of hits for that corresponding URL.

  Example 2:

  If you’d like to get the sum of a column in a report (If you’d like to know how many total emails were read without doing the math yourself)

  • Create a report with Emails as the data source.

  • Add the columns that you want in the report.

  • Group by ID (so only one email is displayed per row).

  • Select the SUM function and add Read count to the column.

  Campaign Studio calculates the sum of the emails read. Note that Campaign Studio only calculates the sum of the Read count for that page and not every page of the report, if there are multiple pages.

Schedule¶

Campaign Studio enables scheduling emails to send downloadable links containing the report data in the .csv file format.

• Email report: Set this toggle bar to Yes to see additional options.

• To: Specify the email addresses that should receive the report. To send to multiple recipients, separate their email addresses with a comma. For example, [email protected], [email protected].

• Every: Select the frequency with which you’d like to automatically send the report:

  • now: Sends the report once, when the report is saved.

  • day: Sends the report every day at midnight in your time zone.

  • week: After selecting week, select the day of the week you’d like to send the report. The report is sent at midnight in your time zone each week on the selected day.

  • month: After selecting month, select either first or last and a day of the week. For example, set your report to be automatically sent on the first Monday or last Friday of each month. Alternatively, you can select Weekdays to send the report on the first or last weekday of each month.

Campaign Studio displays example dates when the report will be sent. Hence, you can verify that the selection you’ve made is what’s intended.

Once you’ve set all of the options you’d like in the Details, Data, Graphs, and Schedule tabs, click Save & Close to save the report. Clicking Apply saves the progress you’ve made on building the report and keeps you in the edit mode.

Exporting reports¶

In addition to the Schedule and Export & Send features, Campaign Studio supports exporting reports in the .csv, Excel, or HTML format. From the reports list, click any report. Open the drop-down menu in the top right corner and select the preferred export format.

Reporting data is also available to export by API. For more information, see the API documentation.