Create Report (window)
Engage offers a range of newer tools to track, measure and evaluate the success of your digital marketing.
Statistics: All of the most important information about your group and single sendouts - in one location.
Raw Data Exports and Simplified Data Export: Export detailed raw data about your sendouts, groups and contacts and use this data for further analysis in an external CRM or BI tool.
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Navigation Path
In the Main Navigation, click Dashboard > Reports.
⇒ The Reports Overview window opens- Click the Create button
⇒The Create Report window opens
Reporting Period
In this area you select the reporting period. This is the time frame for which data is generated and exported.
Relative Time Period: Defines a reporting time period relative to the date when the report is generated. You can update up to 10 months of data prior to the generation date. Use this option if you want to generate your report multiple times to view ongoing data about your marketing activities in Engage.
Current: Export data for the current week or month.
The reporting period for the current month starts on the first of the month and ends at the time when the report is generated.
The reporting period for the current month starts on Sunday and ends at the time when the report is generated.Last: Exports data for previous days or months.
Absolute Time Period: Defines a fixed reporting time period. The start date and end date of the reporting period are fixed calendar dates.
Click the
symbols to select the date from a calendar.
Reporting Granularity
In this area you can select the level of detail in the report. Data is generated daily, weekly or monthly.
Select a larger granularity to consolidate data and generate a smaller file. Select daily granularity for a closer look at the data.
Select Report Data
- Data Available for Export: The items in this field are not included in the export. Click the
symbol to move items to the Data Selected for Export field to include them in the export. - Data Selected for Export: The items in this field are currently included in the export. Click the
symbol to remove items from the export.
The name of the data item in the user interface may not match the name in the export file. The export file contains some default items. Not all items in the export file can be selected or deselected on the user interface.