This article...
- Explains the two main Automation Rule reports: Converted report and Rule History report, and their roles in measuring success.
- Details the requirement for Conversion Rules to generate meaningful data in Converted reports and links to guidance on their setup.
- Describes how to access Automation Rule reports in the Admin interface.
After you've created and scheduled the Automation Rules that are important to your organization and your community, you should make sure that they are achieving the intended goals. You can easily do this with two Automation Rule reports that allow you to measure the impact your rules are having.
Converted report
The Converted report lists each email rule that ran within the defined date range and for each, it shows the number of contacts who made relevant changes to their record/profile since receiving a rule's email.
This report requires Conversion rules in order to provide data.
- If you're using any of the rules that came provisioned with your site, be sure to schedule the associated Conversion Rule.
- If you've created new email rules, be sure to create and schedule an associated Conversion Rule (select the Mark as Converted category when creating a rule).
Refer to the Create Automation Rules > Step 3 - Monitor Your Rule's Effectiveness section of Manage Automation Rules to learn how to create a Conversion Rule.
Converted report example
Rule History report
The Rule History report lists each instance a rule was run within the defined date range, and it shows the number of contacts affected for each.
- Click the numerical link in the Users Affected column to view details about the users.
Rule History report example
Access the reports
To access these reports:
- In the Admin Toolbar, click Admin.
- Navigate to Automation > Reports.
- Click View Report to see the respective reports.