New Reports' Summary Reports Exports

You can export report data to share with team members or to keep for your own records.

About this task

You can export report data to a .csv or .xlsx file.

You can export Delivery, Message, Split Group, Segment, List, and Email Performance reports.

Procedure

  1. Find the report you want to export.
  2. Click Export.
    The Report Export panel opens.
  3. Name the report export.
  4. For Report Type, choose the type of report you want to export.
    These options will change, depending in the report your are exporting.
    Report Report Type
    Delivery Report
    • Delivery Summary

      Report containing all of the metrics for a single delivery.

    Message Report
    • Delivery Summary

      Report containing all of the metrics for each delivery of a single message.

    • Message Summary

      Report containing the aggregate metrics for a single message.

    Split Group Report
    • Delivery Summary

      Report containing all of the metrics for each delivery of a single split group.

    • Split Group Summary

      Report containing the aggregate metrics for a single split group.

    Segment Report
    • Segment Summary

      Report containing the aggregate metrics for a single segment.

    List Report
    • List Summary

      Report containing the aggregate metrics for a single list.

    Email Performance Report
    • Delivery Summary

      Report containing all of the metrics for each delivery from your site.

    • Message Summary

      Report containing all of the metrics for each message from your site.

    • Email Performance Summary

      Report containing the aggregate metrics for all deliveries from your site.

  5. For Data Settings, the box for Include Device-Level Metrics is checked by default. If you do not want device-level metrics, clear this box.
  6. Choose from a CSV or Excel (XSLX) file for your report file format.
  7. For Date Range, select a date range that you want to report data for. Your report will only include data for events that occur in the selected data range. For example, a Message Report will only include send, open or click data if send, open, or click events occurred within your specified date range. It is possible to have zero sends or deliveries, while still seeing opens, clicks, etc. since the sends may not have occurred in your selected date range.
  8. For Currency, select one of the radio buttons.
    • Single Currency

      If you choose Single Currency, select a currency from the fixed list of currencies in the drop-down menu. RFM metrics from the currency you select will be included in the report export.

    • All Currencies

      If you choose All Currencies, choose Export as a single file or Export as multiple files.

      Exporting All Currencies includes the RFM metrics for all of the currencies you have received orders in. Exporting as a single file gives metrics for applicable currencies in one file. Exporting as multiple files gives you a zip file containing a separate file for each currency you have received orders in.

  9. Click the Scheduling tab to schedule your report export.
  10. Click Export.
    A confirmation window will pop up, telling you that your report is running. Click OK. An email will be sent to you when it is ready to download.