The reports that are available in the Overview group present high-level information about the selected messages and the recipient interactions with those messages.
- Click Overview 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 Overview 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 Overview 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 Overview to expand the group and select a report.
Snapshot
This report presents high-level message statistics, recipient activity, and other metrics.
You should first review the Messages Sent count because it is based on all filtering that was applied on the Select Messages tab. If this count:
- is close to what you expect, continue with your review.
- is not close to what you expect, return to the Select Messages tab and check your selections.
Also in this widget:
- Click Benchmarking Details and refer to the section that follows.
- Hover on a pinned note icon to display a popup with information about that specific metric.
Benchmarking
The benchmarking that is featured on this page is a measurement of how your mailings are performing as compared to other Higher Logic Thrive Marketing Professional (Thrive Marketing Professional) customer accounts that have the same classification.
You can use this "performance" metric to determine whether your mailings are performing at or near the expected level. The performance of your mailings is determined by measuring:
- message delivery success,
- message opens,
- link clicks, and
- recipient unsubscribes.
On the Messages Sent widget, click the Benchmarking Details button to open a popup to view your organization's benchmark details, such as is shown below.
Classification
You can set the Classification for your account on the Settings > System Settings page, via the Classification dropdown in the Information section.
Learn about...
- Your account's system settings
- Benchmarking
- Configuring benchmarking (New Admin Experience)
- Setting your classification (Classic Admin experience)
Pie charts data
Several pie charts present the open and bounce rates, click and not clicked rates, the percentage of opens on mobile devices, and the mailing's total reach.
- Hover on a colored segment in a chart to display a popup with details.
- Click a hamburger icon for print and download options.
TIP: The Mobile Opens chart indicates how many recipients opened your messages on a mobile device. You can also see which other devices and applications were used by checking the Email Client Type report under Opens on the Details tab of the Mailing Activity Report.
See Understand Responsive Design to review some design best practices to apply when creating templates and messages, and to see a list of mobile clients that support responsive design.
Key Metrics
This report is included in the Mailing Activity Report and is detailed in Key Metrics Tab.
Link Summary
This report presents information about links that were included in your messages.
- Click the plus sign (+) next to a link to display per-message details, which is especially useful if the link was included in multiple messages.
- Each recipient's first click is counted in Unique Clicks and in Clicks; their subsequent clicks are counted only in Clicks.
- Each message in which the link is included is counted in Number of Messages.
Link Name Summary
This report presents information about links that were included in your messages, but adds a "name" column for customers who name their hyperlinks.
TIP: Naming hyperlinks is optional, but the additional few minutes that it takes is beneficial when reviewing this report because (if you include a lot of links in your messages) you can more easily and quickly identify individual links to review the performance metrics.
- Click the plus sign (+) next to a link to display per-message details, which is especially useful if the link was included in multiple messages.
- Each recipient's first click is counted in Unique Clicks and in Clicks; their subsequent clicks are counted only in Clicks.
- Each message in which the link is included is counted in Number of Messages.
Opens, Clicks, and Recipients
This report presents information about the number of people who received your messages, and whether those recipients: opened the messages and clicked any links therein.
A chart displays the open rates (percent) and click rates (percentage) per message, based on the number of recipients.
- The position of the bubble on the chart indicates the relationship between the open and click rates.
- Hover on a bubble to display a popup with details.
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.
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.