The reports that are available in the View Trends Over Time group present historical data which makes it easy to see whether any trends are emerging as regards metrics such as message opens, link clicks, and social-media activity.

• Click View Trends Over Time 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 View Trends Over Time 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 View Trends Over Time 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 View Trends Over Time to expand the group and select a report.

Delivery Rate Trends

This report shows the trends (in percentages) of delivery rate, open rate, click rate, and mobile opens for the period of time (Week, Month, Quarter, Year) that is selected from the Scale dropdown in the upper right. You can compare:

• the success of your mailings (Delivery Rate) for different periods of the selected Scale;
• how engaged your recipients are (Open Rate and Click Rate) for different periods of the selected Scale; and
• recipient engagement based on the delivery success of the mailings.

Chart data

• Click the Scale dropdown to select a period of time.
• Hover in a vertical region to display the statistics for that period of time.

Marketing Trends

This report shows the trends of a variety of mailing metrics for the period of time (Week, Month, Quarter, Year) that is selected from the Scale dropdown in the upper right. You can get a really broad understanding of the impact that your mailings are having and how your recipients are engaging with them. For example:

• If your recipients are unsubscribing, you should find out why and work to correct any issues.
• If your recipients are forwarding a lot of your mailings, there might there be a potential untapped demographic that you should target.

Chart data

• Click the Scale dropdown to select a period of time.
• Check the boxes on the left to select the metrics you want in the report.
• Hover in a vertical region to display the statistics for that period of time.

Social Trends

This report shows the trends of a variety of social-media activities for the period of time (Week, Month, Quarter, Year) that is selected from the Scale dropdown in the upper right. Use this get insight into your mailings' connectivity to and impact within social-media sites. For example:

• How many of your mailings are shared on social-media sites?
• How many of those shares are receiving clicks?
• Which social-media sites are being shared to and receiving the most clicks?

Chart data

• Click the Scale dropdown to select a period of time.
• Check the boxes on the left to select the metrics you want in the report.
• Hover in a vertical region to display the statistics for that period of time.

Total Reach Trends

This report shows the total reach of your mailings for the period of time (Week, Month, Quarter, Year) that is selected from the Scale dropdown in the upper right. The "total" is based on the:

• direct engagement of your recipients and
• second-level engagement on social-media sites.

Chart data

• Click the Scale dropdown to select a period of time.
• Hover in a vertical region to display the statistics for that period of time.

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.