How do I create a Report Group?

DESCRIPTION

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

Site administrators for multiple-account customers will be able to create Report Groups at the site (not account) level. Learn more here. 


HOW-TO

a. Create a new Report Group-

1. Go to Analytics dashboard.
2. Click "Report Groups" (left)
3. Enter name and description
4. Click "Add Report Group" in the top-right
5. Click 'Select Mailings' button in the top-right, if necessary
6. Select as many campaigns as you wish from the left and use the arrow buttons to move them to the right.
7. Save.
    

b. Create a Report Group after campaigns have already sent-

1. Go to Analytics dashboard.
2. Click "Report Groups" (left)
3. Enter name and description
4. Click "Add Report Group" in the top-right
5. Click 'Select Mailings' button in the top-right, if necessary
6. Select the campaigns 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 Create a Campaign Workflow-

1. Open your draft campaign or create a new campaign
2. On Step 6: Schedule click the "Create New Report Group" button.
   
   
   
   
3. Add Report Groups OR use the 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 campaigns and API Transactional campaigns. These Report Groups are read-only and cannot be edited.

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