Email Manager - DYNAMIC REPORTING

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Quick Totals

This report offers summary reporting across a large number of Creatives and actions. It is most useful for reporting on the results of large marketing campaigns.

Note: some native mobile applications, such as Yahoo and the MSN family, utilise proxies when serving email content. This may mean that the user environmental, platform and browser information differs between that gathered when clicking through the email and when opening the email. The click through information will be correct in this case. Some desktop email applications will provide the correct environmental information on the first email opened but provide incorrect ISP proxy information each subsequent time.

Selecting Creative(s)

Creatives are listed here grouped by category. To expand a category, click the icon to see any sub categories contained within them. Select one or more Creatives to report on by checking the check boxes, or click Select All.

Adding Column(s)

The default view shows the columns that will be displayed in your report. You can reorder the columns by dragging them up or down the list. Remove a column by highlighting it and clicking the icon. To add a column, click the icon, the Column Selection dialogue opens. This view has two halves:

The Select Event(s) panel lists all the events that are applicable to the Creatives you have selected in the main Quick Totals window. They are broken down into System level events and User Defined events. The events are further categorized into Total and Unique.  

The Select Ratio(s) /Complex Column(s) panel allows you to select complex data to display in a column of your report such as ratios and cumulative data. There is a set of default columns in the Global Ratios / Complex category. You can create and save User Defined Ratios/Complex columns and add them to the User Defined category by clicking the icon. Highlighting any of the User Defined column names and clicking the icon will allow you to edit the definition of one of these columns.

Adding a User Defined Complex Column

Enter a name for the new column in the Column Name field.

Use the Format selection box to select the column type - Number, Percentage, Currency, or Duration (HH:MM:SS)

Along the bottom of the window is a toolbar where you enter your formula. First, click the icon to choose an action to add to your formula. Next, select whether you want a Total or a Unique value. You may then add one an operator to your formula - "+" addition, "-" subtraction, "*" multiply, "/" divide, "%" percentage (the same as dividing and then multiplying by 100). User defined actions will be saved and will be available for use in other reports.

Set Group By

The Set Group By section enables reports to be sub-totaled by various criteria. You can select up to four Group-By's.

Deployment Subtotal by each deployment of the selected Creatives  
Creative Subtotal by each of the selected Creatives
Domains Subtotal by top 1, 3, 5, 20 or 50 domains
Sender By account user who has sent the selected Creatives
Content By Content
Platform Windows, Mac, Unix etc
Browser I.E., Chrome, Safari etc
Category By Creative Category
Hour of Day Historical data by hour of the day
Day of Week Historical data by day of the week
Day of Month Historical data by day of the month
Week of Year Historical data by week
Month of Year Historical data by month
List Subtotal by List
Field Subtotal by a single list field, for example, 'Recipient Email'
Variable Subtotal by a particular variable, usually used for segmentation reports  

Set Date Criteria

Set a date range for your report. The date range applies to all columns in your report.

Schedule Report

This options allows you to schedule reports to run at defined times, and have the results emailed to predefined recipients.

Running a Report

Once you have scheduled the report to your requirements, click the Execute button. Your report is displayed in a pop-up window with the columns you have selected or defined and sub-totals at the bottom of each group-by section and grand totals at the bottom of the page. You can Print the Report, Save the report as HTML, or Export the report to Excel by using any of the buttons at the bottom of the screen.

Note: Unknown and unmatched values are shown as unknown in the report.

Saving Reports

To save a report, click the Save Setup button. Give the report an easily identifiable name, as it will be saved to the same location as other reports that you have saved.

To retrieve a saved report, click the Load Setup button. Browse to the required report, select it, and click Load.

     
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