The reports in the Analyze Subscribers group present subscriber-based information that you can review to determine: "open" success; whether email "volume" influences opens and clicks; and which individuals (by email address) were not sent your mailings.

• Click Analyze Subscribers to expand the list; then click a report name to select it.
• The report displays to the right of the Reports panel.

The report data:

• are refined by any filters that were selected on the Select Messages tab;
• are presented in the most useful and readable format (e.g., tables, pie graphs, line charts);
• are hover-responsive and/or clickable; and
• can be exported, printed, and/or downloaded (depending on the format of the report; refer to Print, Download, and Export options, below).

NOTE: References to Message Summary Reports reflect a rebranding initiative. Message Summary Reports and Mailing Summary Reports refer to the same set of reports with the same options and functionality.

Access the Analyze Subscribers reports

Classic Admin interface

1. Navigate to Mailings > Reports > Mailing Summary Report.
2. Set your preferred filters on the Select Messages tab and click the View Reports tab.
3. Click Analyze Subscribers to expand the group and select a report.

New Admin Experience

1. Navigate to Messages > Reports > Message Summary Reports.
2. Set your preferred filters on the Select Messages tab and click the View Reports tab.
3. Click Analyze Subscribers to expand the group and select a report.

Email Volume

This report provides insight into what quantities of messages work best for your audiences.

• Hover on a bar or line to display a popup with details.
• Click a bar or line to display the list of subscribers in that range.
  • This opens the Individual Details report.

Subscribers Emailed & Opened

This report can help you identify subscribers who have not received your messages or subscribers who could become part of other publications.

• Hover on a segment to display a popup with details.
• Click a segment to display the list of subscribers in that segment.
  • This opens either the Individual Details report or the Individuals Not Emailed report.

Individual Details

This report lists your individual message recipients and metrics (counts and percentages) of their interactions with those messages. Those who are unsubscribed display in red text.

• Refer to Customize table data, below, to learn how to use the options above the header row to manage what report data displays.
• Refer to Print, Download, and Export options, below, for helpful information when you export this report.

Individuals Not Emailed

This report lists the individuals in your account to whom you did not send messages. Those who are unsubscribed display in red text.

TIP: You can use the current report criteria to create a Target Group for future mailings. This is described in the next section.

• Refer to Customize table data, below, to learn how to use the options above the header row to manage what report data displays.
• Refer to Print, Download, and Export options, below, for helpful information when you export this report.

Create a Target Group

You can use the criteria of the Individuals Not Emailed report to create a Target Group for future mailings.

1. Click the Target button above the list.

2. In the Create Target Group dialog:

• • Specify a Name for the group.
  • Select the Folder in which it will be stored.
  • Provide a Description.
  • Click Create.

Customize table data

There are a few management options with reports that are presented as tables. You can use these to choose which report data display in the table, and the order in which the data display.

• Click a column header to sort the table on that column; click the header again to reverse the sort order.
  • A small arrow indicates the sort order (as shown in the Sent column in the image above).
• Click Search to open a search panel and set search parameters to refine the list.
• Click Reset (after refining the list) to restore the original report list.
• Click Columns to open the column chooser to:
  • add and remove columns in the current view and
  • re-arrange the order of the columns.
• Click Export to generate a spreadsheet version (an .XLS file) of the report, as described in the next section.
  • The exported report includes only the columns in the current view.

Print, Download, and Export options

The Message Summary Reports are presented in a variety of formats (tables, line charts, pie graphs) in order for the data to be most easily understood. All of these reports can be "saved off" (printed, downloaded, or exported) for future review and to be shared with colleagues.

NOTE: The availability of these options depends on the type of report.

Print and Download

Many reports have a hamburger icon which, when clicked, has the following print and download options.

• Print - opens the browser's Print dialog.
• Download - these options download the report in the selected format; the file is available in your browser's download feature:

Export

Table-based reports have an Export option above the table with which you can generate a Microsoft Excel spreadsheet version (.XLS) of the report.

To export a table-based report:

1. Click the Export button above the list.
2. Click Download Excel File on the popup.
3. Navigate to where you want to store the report file, give it a unique name, and click Save.
4. Navigate to the saved file, open it and review it.

Export file notes

Below is helpful information about exported report files.

File names

All Message Summary Reports export files have similar default file names:

InformzReport_<series of numerals>.xls

Higher Logic recommends giving each export file a unique name (e.g., include the export date) when you save the file.

Report entries

If a report has more than 5,000 entries (i.e., table rows), it cannot be directly exported to Microsoft Excel as a spreadsheet. Instead, for security reasons:

• you will be sent an email message with a link to the password-protected report and
• will have to log in to Thrive Marketing Professional in order to access the report file.

In this case, instead of the Download Excel File prompt (at #2, above):

• Click Email the file on the popup.
• In the second popup, note the password because it is required to open the protected ZIP file.

TIP: When you open the report, you can save it to your device, in which case you will not need the password to open it in future.