How do I create a Report Group?

DESCRIPTION

You may find a need to roll up the statistics for several different mailings into one "Report Group" for reporting purposes. You may then view delivery and tracking information for the Report Group as a whole in your Reports dashboard in a variety of Reports.


HOW-TO

a. Create a new Report Group-

1. Go to Reports dashboard.
2. Click "Report Groups" (left)
3. Enter name and description
4. Click 'Choose Mailings' button
5. Select as many mailings as you wish from the left and use the arrow buttons to move them to the right.
6. Save.
    

b. Create a Report Group after mailings have already been sent-

1. Go to Reports dashboard
2. Report Groups (left-hand side)
3. Create a new Report Group
4. Enter name and description
5. Click "Choose Mailings"
6. Select the mailings already sent from the left
7. Use arrow to move them to the right
8. Click Save

c. How to create a Report Group during the mailing setup process-

1. Draft mailing
2. Add Report Groups 
3. Drop down menu and select which report group you would like for the mailing to be attached to

RESOURCES

Click here to learn more about Report Groups.

NOTES

A Report Group is created automatically for Automated Hello / Confirm mailings and API Transactional mailings. These Report Groups are read-only and cannot be edited.

A Report Group is created automatically for any Regular mailing that includes multiple segments.