This article describes the reporting aspect of transactional messages, such as:

where reporting data is recorded and how to access it and
how to share transactional-message report data with colleagues.

Transactional-message data report

Every time you send a transactional message, metrics about the message are recorded in a dedicated Mailing Activity Report (MAR). Each MAR:

is specific to one transactional message.
has high-level engagement-activity results and benchmarking metrics on the Snapshot tab.
has more granular engagement-activity data on the Key Metrics and Details tabs.

Access a Mailing Activity Report

After you send any email message, it will take some time for recipients to receive, read, and engage with it. Higher Logic recommends that you wait at least 24 hours before reviewing a MAR so that your contacts have a chance to interact with the transactional message.

TIP: In addition to the recommended path below, you can access a message's MAR via its Reports > View Activity option on the Messages > Transactional > List page.

In the Admin interface:

Navigate to Messages > Transactional > Report.
On the Transactional Mailings page, click the dropdown, select a message, and click Submit.

The MAR for the message is generated and, after the page refreshes, opens on the Snapshot tab.

Click through the tabs of the report to view the various message-activity metrics. Refer to Share the report, below, for information on how to download and export the report data.

Snapshot provides an easy-to-read, at-a-glance view of important metrics. The results show activity counts, percentages, and benchmarks.
Key Metrics offers a structured tabular view of message metrics and recipient activity. See Key Metrics Tab.
Details is where you can access details about the message's bounces, opens, and clicks, and more granular information, such as the types of email clients and web tracking. See Details Tab.
Published Mailing presents a view of the published message; it includes a colorized "heat map" that indicates where in the message contacts have clicked (the colors reflect the various levels of click activity). See Published Mailing Tab.
Options shows the metadata (e.g., subject, dates, addresses) associated with the message.

Share the report

There are two ways to share the report:

Share specific details
Export details

Share details

The pie graphs on the Snapshot tab 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 the report

You can easily export results data that are presented in table format.

Click Export to save the table-formatted data to a Microsoft Excel spreadsheet (.XLS) file; it should be available in your browser's download feature.
Open the file or its folder location to save it elsewhere and/or give it a memorable name.
Before you navigate away from the report page:

- open the file with a spreadsheet application (e.g., MS Excel, OpenOffice Calc) and
- verify that it has the data that you expect.

Export file notes

Below is helpful information about exported report files.

All Mailing Activity Reports export files have similar default file names:

InformzReport_<random-series-of-numerals>.xls

- Informz is a legacy name that is retained in some areas of the product to ensure continued functionality.
Higher Logic recommends that you give each export file a unique name (e.g., include the export date) when you save the file.
The layout of the data (i.e., the columns and rows) in the exported file mirrors that of the table in the MAR.
The export file contains the same data as that which displays in the MAR, but you can customize the layout and the data to suit your needs. For example, you can:
- move columns and rows
- delete columns and rows
- rename column headers
- apply bold and italic to text, and fill colors to table cells

Learn about the Mailing Activity Report.

Transactional Module - Reporting