CATEGORY: AnalyticsFAQs

Custom Reports

In the analytics section of e-shot, you will find ‘custom reports'. In this section, there are several reports available to you, split into three sections; standard reports, advanced reports and saved reports. 

 

Types of reports 

Standard reports 

Standard reports are available to everyone and for the most part cover contacts section of e-shot such as unsubscribed contacts in the past 30 days. As well as being able to quickly run one of the reports, each report's criteria can be loaded, altered if required, then saved as a customised saved report for future use. 

 

Advanced reports  

Advanced reports are also available to everyone, but they are more sophisticated in nature. Advanced reports are more for statistics on your campaigns, such as the ‘campaign performance report’. Like with the standard reports, some of the advanced reports can be altered and saved for future use. 

 

Saved reports  

Saved reports can be created from scratch or started from an existing template and customised as required. When saving the report, a name must be provided, as well as an optional description and who can access the report; selecting either the user that created the report, all users of the subaccount, or shared across all subaccounts, denoted by the symbol next to the report name. 

Running a report 

Clicking the 'Run' button or the report name against any of the reports will instantly run the report and navigate to the results section where you will find the data for the report you just ran.  

Once a report has been run and you are at the results for the report, you will find there are several options as to what you can do with the data. The ‘Re-run report’ button does what it says on the tin, it runs the report again and reflects any updates to the data (if any changes have happened since it was run earlier).  

The ‘Export to CSV’ button exports the data into an Excel/CSV file, from which you can share the report with others or run an analysis.  

The ‘Add to group’ button will allow you to add all the contacts part of the results for your report to a group (new or existing).  

The ‘Save report as’ button allows you to save the report for future use, allowing you to give it its own name and share it with other e-shot users.  

 

Creating your own ‘custom reports’  

As well as the pre-made reports available, you can also create a custom report by clicking the 'New report' button in the top right of the custom reports page.  

Upon clicking this, you will be taken to the criteria section. This is where you can build the structure for your report.

Under the ‘Conditions’ tab, click ‘Add conditions’ to apply a filter against the data that you want to see in the report.  

Under the ‘Display columns’ tab, choose what data should be included in the report.  

For example, you might select to ‘Display columns’ such as ‘Email address’, and ‘LastDisplayedDate’. Then you could set a Condition of where the email address contains the text ‘@forfront.com’.  

Conditions tab: 

Display columns tab: 

Once you’ve clicked to ‘Add columns’ the list of available columns can be searched by entering text into the search bar, which will hide any entity tables that don't match and highlight the entity columns that match the expected search text. 

The checkbox can be ticked to select all columns within that category or you can expand on each area category to include specific columns.

Once a condition for your chosen columns has been selected, operators can be used to refine and filter the output, either by selecting how all of the conditions apply or by selecting the operator for the individual condition. 

At any point whilst creating your own report, you can use the ‘Clear’ button to clear everything you have set so far. At any point, the ‘Run report’ button can also be used to see what data your report is pulling for you at the moment, we recommend doing this as you go to ensure the report is doing what you need it to.  

If you need to visit another e-shot page, ensure to use the ‘Save’ button to save your report. Saved reports can be edited and resaved at any time.