How to create custom reports in MAX accounts? MAX

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

If you don’t have a MAX account, you can find your instruction here.

Creating custom reports

To create a custom report:

  1. Go to Reports.
  2. Click Custom Reports> Create custom report.

    create custom report

  3. Enter the Report name (3-70 characters long).
  4. In the Report content section select report type. You have thirteen 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.
    • Account Summary Report – provides summary information about subaccounts for the account owner.
    • User Activity Report – provides summary information about users for the account owner.
    • Subscriptions and email performance by list – provides a summary of all of your lists. The report will contain information for each list about total subscribers, removed subscribers, total open rates, and more.
    • Overall email performance by domain – provides information about sending domains, how many messages were sent from specific domains, how many clicks and opens messages sent from them had, and more.
    • Webinar participants report – provides information about the participants of your webinar like their email, contact name, time they connected to the webinar, and more.
    • Import error report – provides a list of email addresses that were rejected during the import and the reason for the rejection.
    • Message clicks report – provides information about specific messages, their name, total clicks, what types of messages they were, send date, and more.
    • Unconfirmed contacts stats report – provides information about unconfirmed contacts, their number, email address, and the name of a list to which they will be assigned when they click on the confirmation link.

  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.

    report fields

  6. In the 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)

      report date range

    • Recurring – report will be generated as often as you select under Frequency. Apart from frequency, you need to specify the report sending time.

      custom report frequency

  7. You can enable email notifications so we can let you know when the custom report is prepared.

    custom reports email notification

  8. Click Generate.

Managing custom reports

To download a custom report:

  1. Go to Reports.
  2. Click Custom Reports.
  3. Under the Number of files column, you will see a number next to the report you are interested in. When you click on the small down arrow beside it, you will 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).

    dowlnload custom report

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 recurring reports) or Reuse (for one-time report).

    edit custom 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.

    delete custom report

Sharing custom reports

You can now make a downloadable link of your custom report to share it. To do so:

  1. Go to Tools > Reports > Custom reports.
  2. Create your custom report.
  3. In the Number of files column click on the small arrow to show all of your generated reports.
  4. Next to your report hover over the 3 vertical dots and click the Generate download link.

  5. A pop-up to generate a link of your report will appear. Optionally, you can also protect it with a password.

  6. After the link to download your report is generated, you can click Copy next to it to share it with others. If you create a password for it, you will be able to copy it as well.

  7. Additionally, you can click on the Email link button in the pop-up window to send this report via email to any or all from-field addresses added to your GetResponse account. Simply choose who should receive this report, click Apply, and then Send.