It's easy to see how your contacts are interacting with your mailings when you view the Mailing Activity Reports, but how do you look at the reports for your individual subscribers? Your account includes the Individual Subscriber Report that provides a different set of insights about your audience.

NOTE: References to "contacts" reflect a rebranding initiative. The terms "contacts" and "subscribers" are synonymous and refer to the people who are associated with your organization (your Contacts List). They could be members of your organization and even those who have unsubscribed from your mailings.

Access the Individual Subscriber report

1. Access the Admin interface.
2. Navigate to Contacts > Search.

The report displays in the Subscribers table on the Subscribers page.

Refine the report results

You can refine the report results by:

• applying filters in the Find Subscribers panel and
• using the management options that are available above the table of results.

Filter the report data

Use one or more of the filtering options in the Find Subscribers panel to refine the report results.

• After you've set your filters:
  • Click UPDATE to apply the filtering to the results in the table.
  • Click CLEAR OPTIONS to remove the filters and reset the report to its original dataset.

• Email & Personalization - Click the Field dropdown to filter on an account-specific Profile Field; then specify the field (the Value).
• Current Status - Click the Status dropdown to set a status. You can also add a date range for the status.
• Target Group - Click the Folder dropdown to choose from which folder to select a group, then select from the Group dropdown.
• Subscription Action - Click the Action dropdown to set a subscription status: Subscribed, Modified, Unsubscribed.
  • All three options present calendar fields in which you can set a date range.
  • Subscribed and Unsubscribed present additional filtering options.

Customize the report data

Above the table, there are a few management options with which you can 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 Email column in the image above).
• Click Reset (after any filtering has been applied) 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 Print, Download, and Export options, below.
  • The exported report includes only the columns in the current view.
• Click Target to create a target group from the current report.
  • Review the information and complete the fields on the overlay dialog and click Create.

Access and manage Individual Subscriber data

Individual Subscribers are listed alphabetically, by email address, in the table. You have three options via the menu in the left column.

1. Hover on the menu icon to the left of a subscriber listing.
2. Click one of the menu options.

• • Details & History - opens the Overview tab of the Subscriber overlay dialog which displays various mailings metrics.
  • Modify - opens the Edit tab of the Subscriber overlay dialog where you can manage Personal Information, Interests, and Message Categories for the subscriber.
  • Unsubscribe - opens the Unsubscribe tab of the Subscriber overlay dialog. Specify a reason for the unsubscriber and click Unsubscribe.

3. Click the other tabs to access the different data.
4. Click the X in upper right to close the dialog.

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.