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.

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

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 Overview 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 Overview to expand the group and select a report.

Snapshot report

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.

TIP: Click the Benchmarking Details button to view your organization's benchmark statistics for delivery, open, click, and unsubscribe rates compared to other organizations.

You can set your benchmarking Classification on the Settings > System Settings page, via the Classification dropdown.

Several additional pie charts present the open and bounce rates, click and not clicked rates, the percentage of opens on mobile devices, and an overview of total reach.

• Hover on the colored segments in the charts for details.
• Click the hamburger icon for print and download options.

Refer to , below, for best-practice information 

Key Metrics report

This report is included in the Mailing Activity Report and is detailed in Key Metrics Tab.

Link Summary report

This report presents information about links that were included in your messages.

Manage the report

Use the options above the table to:

• Search: Click to refine the list based on any of the available columns.
• Reset: Click (after refining the list with the Search feature) to restore the original list.
• Columns: Click to open the column chooser to add/remove columns in the current view.
• Export: Click to export the report as an .XLS file.
  • The exported report includes only the columns in the current view.

You can also:

• 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.
• Click a column header to sort on that column; click again to reverse the sort order.
  • Up and down arrows indicate the current "sort" column and the sort order.
• 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 report

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.

Manage the report

Use the options above the table to:

• Search: Click to refine the list based on any of the available columns.
• Reset: Click (after refining the list with the Search feature) to restore the original list.
• Columns: Click to open the column chooser to add/remove columns in the current view.
• Export: Click to export the report as an .XLS file.
  • The exported report includes only the columns in the current view.

You can also:

• 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.
• Click a column header to sort on that column; click again to reverse the sort order.
  • Up and down arrows indicate the current "sort" column and the sort order.
• 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 report

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.

Know your mobile users

Knowing which devices your contacts are using is vital to keeping them engaged. If the majority of your contacts are using mobile devices, you may need to focus more heavily on mobile-friendly message designs.

For a birds-eye view, look at the Mobile Opens chart in the Snapshot report (discussed above). It shows a breakdown of how many contacts are opening on a mobile device.

TIP: Hover on the pie chart segments to see exact numbers for each segment.

Mobile users for individual messages

To see which types of devices your contacts are using for an individual message:

Classic admin interface

1. Navigate to Mailings > View to see a list of messages.
2. Hover over the menu icon for a message and select Report.

3. Navigate to the Details tab > Opens > Email Client Type to view the mobile opens.

New Admin Experience

1. Navigate to Messages > List to see a list of messages.
2. Select Sent from the menu to the right of the page tile to list your sent messages.
3. Select a message, followed by Track from the More menu.

4. Navigate to the Details tab > Opens > Email Client Type to view the mobile opens.

Share report details

Now that you know how to view these reports, let's take a look at how to share results with others in your organization. 

Details from all of the Message Summary Reports, even those not discussed in this article, can be shared. The method to do so, of which there are two, depends on the report.

Share specific details

Many reports comprise charts (bar, chart or pie). Most of these charts include a button (shown below) you can click to share its details in a few ways:

• By printing,
• downloading the chart as an image file (.png or .jpg),
• downloading the chart as a PDF,
• and even downloading the chart as an SVG vector image.

Export the full report details to Excel

Table-based reports include an export option enabling you to save their data to an Excel spreadsheet, which can then easily be shared to whomever may need it.

TIP: Most of these tables include a Columns button you can click to control which data columns are displayed. This enables you to fine-tune the precise data you want before exporting.