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Campaign Studio contains information about your marketing activities and your contacts. As a marketer, you can use the reporting tools in each Campaign Studio instance to track marketing metrics, identify effectiveness of marketing activities (or areas for improvement), and troubleshoot or investigate if you’re curious about why something is happening.
This document details the most important information that applies to all report types. Individual report type documents contain more detailed information about building specific reports, particularly those that are commonly used by Acquia customers.
To get to reports, click the Reports link from the menu on the left side of your instance. To create a new report, click the New button in the top right corner.
Note
If your report is not rendered correctly, you can update the view in the URL to edit. This takes you to the edit mode and removes any filters that may have broken the report.
For example, you can change:
https://test-campaign-studio.org/s/reports/view/10
to
https://test-campaign-studio/s/reports/edit/10
The Details tab on a report contains the same options across all reports and provides some general options for your report.
Data Source: Select the data source appropriate to the report that you are building. Note that each data source has a different set of available columns, filters, and graphs.
The following table lists all data source types and subtypes. The data source type specifies a high-level summary of the data and the data source subtype specifies a more granular view of contact behavior that includes your custom fields and values.
| Data source type | Data source subtype |
|---|---|
| Audit Log |
|
| Assets |
|
| Campaigns |
|
| Channels Messages |
|
| Emails |
|
| Forms |
|
| Contacts |
|
Data in reports
Order: Select data points to be used for sorting the data in the report. The available sort options are Ascending and Descending. To add multiple columns, click Add Order. For fields that use text, an Ascending order lists values starting with B after values starting with A (and so on). For number or date fields, the higher the number or later the date, the lower on the list the row is. Descending order is the opposite.
Note
If you add multiple fields to order by, the last one in the Order list is used first. For example, if you order by First Name Ascending and then add Email Ascending, the email column is sorted first and any duplicate rows are then sorted by first name ascending.
Filters: Filter the data by using conditions and values. You can use this to generate granular reports. This option helps you to narrow down the data included in the report. The data points used for filters don’t have to be columns that appear in the report table. A commonly used filter for any reports that include contact record data is Email Not Empty, which displays only identified contacts in the report. Additional use cases can be to include contacts or items that match a certain value, events happening within a certain date range, etc.
Some report types display graphs for visualization purposes. You can include such graphs in reports and use them in dashboard widgets.
Note
The availability and types of graphs vary by report type. For more information on the available graphs, see the help topics for each report type.
Display graphs above table data on report page: If you select yes, the
system shows the respective graphs on the report details page.
Graphs/tables to include in the report: Various chart types to display on the details page.
This option is available for the following data sources:
Scheduling reports
Campaign Studio enables scheduling emails to send downloadable links containing the report data in the .csv file format.
Campaign Studio
[email protected], [email protected].Campaign Studio displays example dates when the report will be sent. Hence, you can verify that the selection you’ve made is what’s intended.
Once you’ve set all of the options you’d like in the Details, Data, Graphs, and Schedule tabs, click Save & Close to save the report. Clicking Apply saves the progress you’ve made on building the report and keeps you in the edit mode.
Once you’ve saved the report, go to your reports list to see the new report.
To view additional options for report, click the drop-down menu next to the checkbox.
Exporting reports
In addition to the Schedule and Export & Send features, Campaign Studio supports exporting reports in the .csv, Excel, or HTML format. From the reports list, click any report. Open the drop-down menu in the top right corner and select the preferred export format.
Note
Large reports might time out when exporting in the .csv file format. Acquia recommends that you break down a large report into smaller batches and export smaller batch reports.
If you need a report urgently, create a Support ticket.
Reporting data is also available to export by API. For more information, see the API documentation.
To adjust the dates for the data included in the report, open the Filters drop-down at the top of the report.
Note
If you see a spinning wheel after clicking Apply, refresh the page, set your preferred dates again, and click Apply.
| Companies |
|
| Mobile Notifications |
|
| Mobile Notifications |
|
| Pages |
|
| Videos |
|
| Custom Objects |
|
Note
The Assets, Emails, Forms, Mobile Notifications, and Landing Pages report types show information about the items themselves as they are created in Campaign Studio. Data includes the basic metrics such as download count for assets, opens, clicks, bounces, and unsubscribes (counts and rates) for email, submissions for forms, notifications sent, read or hit, and page hits. Additional information such as category, name, created date, modified date, and published/unpublished dates are also available.
The Asset Downloads, Emails Sent, Form Submissions, Mobile Notifications Sent and Page Hits report types can display and filter on contact or company data. Some counts are available, but rates are not.
Note
Setting the Dynamic option to Yes makes it easier for users viewing the report to change the data they see without actually editing the report. Users can see the filter by opening the Filters drop-down from the top of the report page.
Group by: Select the columns for which you want to group data. By default, reports show all items individually. In many reports, you may see the same contact, company, or item appears multiple times. To only see each record listed once, you can add a grouping based on some attribute for the record. You can use email or Contact ID to display a single row per contact record.
For example, you can group by Contact ID to view the unique number of Asset Downloads or Form Submissions for a single form, instead of total Asset Downloads or Form Submissions, which could include duplicates.
Calculated columns: Select the function that you want to apply to individual columns. Calculated columns display count, average, sum, or the minimum or maximum values from a selected field. They are only available when a grouping is used to show a calculation for that grouping. Continuing with the previous example of grouping by a contact ID number or email address, a COUNT calculation displays how many times that contact record appears on the report if not for the grouping.
Example 1:
In a Page Hits report (to find the number of hits to a Campaign Studio Landing Page or any third-party page)
Example 2:
If you’d like to get the sum of a column in a report (If you’d like to know how many total emails were read without doing the math yourself)
Campaign Studio calculates the sum of the emails read. Note that Campaign Studio only calculates the sum of the Read count for that page and not every page of the report, if there are multiple pages.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
| Companies |
|
| Mobile Notifications |
|
| Mobile Notifications |
|
| Pages |
|
| Videos |
|
| Custom Objects |
|
Note
The Assets, Emails, Forms, Mobile Notifications, and Landing Pages report types show information about the items themselves as they are created in Campaign Studio. Data includes the basic metrics such as download count for assets, opens, clicks, bounces, and unsubscribes (counts and rates) for email, submissions for forms, notifications sent, read or hit, and page hits. Additional information such as category, name, created date, modified date, and published/unpublished dates are also available.
The Asset Downloads, Emails Sent, Form Submissions, Mobile Notifications Sent and Page Hits report types can display and filter on contact or company data. Some counts are available, but rates are not.
Note
Setting the Dynamic option to Yes makes it easier for users viewing the report to change the data they see without actually editing the report. Users can see the filter by opening the Filters drop-down from the top of the report page.
Group by: Select the columns for which you want to group data. By default, reports show all items individually. In many reports, you may see the same contact, company, or item appears multiple times. To only see each record listed once, you can add a grouping based on some attribute for the record. You can use email or Contact ID to display a single row per contact record.
For example, you can group by Contact ID to view the unique number of Asset Downloads or Form Submissions for a single form, instead of total Asset Downloads or Form Submissions, which could include duplicates.
Calculated columns: Select the function that you want to apply to individual columns. Calculated columns display count, average, sum, or the minimum or maximum values from a selected field. They are only available when a grouping is used to show a calculation for that grouping. Continuing with the previous example of grouping by a contact ID number or email address, a COUNT calculation displays how many times that contact record appears on the report if not for the grouping.
Example 1:
In a Page Hits report (to find the number of hits to a Campaign Studio Landing Page or any third-party page)
Example 2:
If you’d like to get the sum of a column in a report (If you’d like to know how many total emails were read without doing the math yourself)
Campaign Studio calculates the sum of the emails read. Note that Campaign Studio only calculates the sum of the Read count for that page and not every page of the report, if there are multiple pages.
If this content did not answer your questions, try searching or contacting our support team for further assistance.