How to create custom reports?

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

Custom reports are available for MAX customers only.

Creating custom reports

To create a custom report:

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

    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:
    • 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.
    • Subscription rejections report – provides information about contacts who were rejected after subscribing to your list.
    • 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 unscubscribed link in, unsubscribe reason and more.

      custom report type

  5. After selecting report type, click Select fields for report, select those fields and click Save settings.

    report 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)

      report date range

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

      custom report frequency

  7. You can enable email notification 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 or restore 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 Restore (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