How to create custom reports?

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

Custom reports are available in Marketing Automation, Ecommerce Marketing and MAX plans.

If you are a MAX customer, please find the relevant instruction here.

Creating custom reports

To create a custom report:

  1. Go to Reports.
  2. Click Custom reports > Create report.
  3. Enter Report name (3-70 characters long).
  4. In the Report content section select report type. You have seven types to choose from:
    • 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.
    • User activity report – provides summary information about users for the account owner.
    • List summary report – 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.
    • Webinar participants report – provides information about the participants of your webinar like their email, contact name, time they connected to the webinar, 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.

    custom reports fields

  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)

      custom reports schedule

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

      custom reports 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 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).

    dowlnload custom report

To edit, reuse or delete a 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). You can also click Delete if you want to remove it completely.

    edit reuse or delete custom report