How to create custom reports in MAX accounts?

With custom reports you can get automatically generated recuring or one-time reports that include fields of your choice.

Creating custom reports

To create a custom report:

1. Go to Reports.
2. Click Custom reports > Create custom report.
   
   
   
   
3. Enter Report name (3-70 characters long).
4. In Report content section select report type. You have three types to choose from:
   • Subscription rejections report – provides information about contacts who were rejected after subscribing to your list.
   • Message stats report – provides information about all sent messages in a selected time range. It may contain various pieces of information about messages, including opens, clicks, unsubscribes, bounces and many more.
   • Unsubscribes report – provides information about contacts who unsubscribed from your list. It may contain their emails, list name, name of the message they used the unsubscribe link in, unsubscribe reason and more.
   • Subscriber activity report – provides information about contacts activity in the messages: message openings, link clicks, social media link clicks or unsubscribes from the link in the message.
   • Bounce report – provides information about bounced contacts.
     
     
     
     
5. After selecting report type, click Select fields for report, then select the fields you would like to see in the report, and click Save settings.
   
   
   
   
6. In Schedule details section choose the frequency of report generation. You have two options to choose from:
   • One time – this report will be generated only once. You need to specify its Date range (up to 31 days)
     
     
     
     
   • Recuring – report will be generated as often as you select under Frequency. Apart from frequency, you need to specify the report sending time.
     
     
     
     
7. You can enable email notifications so we can let you know when the custom report is prepared.
   
   
   
   
8. Click Generate.

Managing custom reports

To download a custom report:

1. Go to Reports.
2. Click Custom reports.
3. Under Number of files column you will see a number next to report you interested in. When you click on the small down arrow beside it, you will be see all custom reports generated. You can click Download beside each one to get it. Reports expire on the date and time mentioned in Expires on (after 7 days).
   
   

To edit or reuse or custom report:

1. Go to Reports.
2. Click Custom reports.
3. Hover over the action button beside the report and click Edit (for reccuring report) or Reuse (for one time report).
   
   

To delete a custom report:

1. Go to Reports.
2. Click Custom reports.
3. Hover over the action button beside the report and click Delete.