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
- Navigate to Mailings > Reports > Mailing Summary Report.
- Set your preferred filters on the Select Messages tab and click the View Reports tab.
- Click Analyze Subscribers to expand the group and select a report.
New Admin Experience
- Navigate to Messages > Reports > Message Summary Reports.
- Set your preferred filters on the Select Messages tab and click the View Reports tab.
- 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.
- Click a bar in the upper chart or a line in the lower chart to display the list of subscribers in that range.
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.
- Click a wedge to display the list of subscribers in that segment.
Individual Details
After sending numerous messages, you can get all the details that go along with subscriber data associated to those messages. This report includes active and unsubscribed subscribers (displayed in red).
Individuals Not Emailed
This report focuses on individuals in your account that you did not send messages to. There may be untapped opportunities in connecting with these subscribers, so use this report to make the most of this information.
Create a Target Group
Keep in mind the ability to easily convert these individuals into a Target Group so that you can target these "untapped" subscribers.
- Click the Target Group button in the tool bar.
- 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.
Manage table reports
You have a few management options with reports that are presented as tables.
- 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/remove columns in the current view and to re-order the columns.
- Click Export to generate a spreadsheet version of the report, as described in the next section.
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:
- Click the Export button above the list.
- Click Download Excel File on the popup.
- Navigate to where you want to store the report file, give it a unique name, and click Save.
- 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.