The reports that are available in the Examine Tabular Results group present a standard set of engagement metrics (sent, opens, clicks, mobile devices) but for varying degrees of granularity (per mailing or for multiple mailings across a set period of time).

• Click Examine Tabular Results 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 Examine Tabular Results 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 Examine Tabular Results 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 Examine Tabular Results to expand the group and select a report.

By Mailing

This report presents a list of mailings, by mailing name, so that you can easily review each mailing's metrics (e.g., number of recipients, opens, clicks, and mobile users) and quickly compare a mailing's performance with that of others.

By Week

This report presents a list of mailings, by week of the year, so that you can easily review how many mailings were sent each week and each week's mailing metrics (e.g., number of recipients, opens, clicks, and mobile users). You can also quickly compare the various weekly performances.

TIP: As you review these data, keep in mind that vacations and holidays could impact these results.

By Month

This report presents a list of mailings, by month, so that you can easily review how many mailings were sent each month and each month's mailing metrics (e.g., number of recipients, opens, clicks, and mobile users). You can also quickly compare the various monthly performances.

You can use this report to do a year-to-year analysis for any month, such as examining January mailings for 2018 through 2024.

By Quarter

This report presents a list of mailings, by quarter, so that you can easily review how many mailings were sent each quarter and each quarter's mailing metrics (e.g., number of recipients, opens, clicks, and mobile users). You can also quickly compare the various quarterly performances across multiple years.

You can use this report to do a year-to-year analysis for any quarter, such as examining Q3 mailings for 2018 through 2024.

By Year

This report presents a list of mailings, by year, so that you can easily review how many mailings were sent each year and each year's mailing metrics (e.g., number of recipients, opens, clicks, and mobile users). You can also quickly compare the various yearly performances.

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.