The Analytics > Email page is filterable, allowing you to apply campaign and date range filters to the analytics reports. For more information about analytics, see Campaign Analytics Overview. Saving a report allows you to preserve the current state (i.e., date range, campaigns, and graph metric), making it easier to view the report without resetting all of the variables.
To save commonly viewed analytics reports, use the Save Report button at the top of the Analytics > Email page.
SAVE A NEW ANALYTICS REPORT
1. Navigate to the Analytics > Email.
2. Click Save Report in the top right corner.
3. Enter a Report Name.
4. Click Save Report.
VIEW A SAVED REPORT
1. Navigate to Analytics > Email.
2. Select the report from the drop-down at the top of the page.
UPDATE A SAVED REPORT
Updating a report will overwrite the current state of the saved report. To update a report:
1. Navigate to Analytics > Email.
2. View a saved report.
3. Make necessary edits to the filters on the Analytics > Email page.
4. Click Update Report in the top right corner.
NOTE: Update Report will overwrite the current settings of the saved report.
SAVE A COPY OF A REPORT
To create a copy of a report:
1. Navigate to Analytics > Email.
2. View a saved report.
3. Click the arrow button and click Save as New Report.
4. Enter a new Report Name.
5. Click Save Report.
MANAGE SAVED REPORTS
1. Navigate to Analytics > Email.
2. Click the View Saved Reports drop-down.
3. Click Manage Saved Reports at the bottom of the drop-down list.
4. Hover over the report to view options:
Rename: Enter a new name.
Delete: Click Yes, Delete to delete forever.
Set Default/Remove as Default: A default label will display for the report that displays as the default view for the Analytics page.
SCHEDULE AN EMAILED REPORT
You can email a copy of any saved analytics report. To navigate to the Manage Schedule Reports page, click Manage Scheduled Reports.
CREATE A NEW SCHEDULED REPORT
1. On the Analytics > Email page, click Manage Schedule Reports to view a list of your scheduled reports. You must have a saved report to create scheduled emails.
2. To create a new scheduled report, click Create New Scheduled Report.
3. In the Create New Scheduled Report module, enter when the report should be sent.
Report: Select a report to email.
Send to: Enter the email addresses, separated by commas, to which to send the report.
Frequency: Set the frequency for the report. Options are Immediately, Daily, Weekly, or Monthly.
Email Subject: Enter a subject line for the email. Default is the report name.
Message: Enter a message to include with the report.
Attach a CSV File of the Report: Select the checkbox to attach a CSV file of the report to the emailed report.
4. Click Create & Send.