Custom reports let you create flexible, tailored views of your campaign data. You can select the metrics that matter most to you, break down performance by time period, filter by campaign tags, and schedule reports to be sent automatically to stakeholders.

Before you start

Things you need to know:

You can create reports for both standard and triggered (automated) email campaigns.
You can include up to 26 different email metrics in a single report.
You can schedule and share reports with up to 25 email addresses.

Create a custom report

In Dotdigital, go to Analytics > Reports > Custom reports.
Select CREATE CUSTOM REPORT.
Enter a Report name.
For Data to show, select ADD METRIC to choose the data you want to include in your report.

Metrics appear in your report in the order you add them, but you can drag them to rearrange them later if you want.
Select DATE RANGE and choose from:
1. Pre-defined date range
  Choose from options like This month, Last month, This year, or Last year
2. Custom date range
  Enter your own start and end dates
Under Show data by, choose how to break down your data:
1. Entire period
  Shows an aggregated total for the full date range
2. Day
  Breaks down data by individual days
3. Week
  Breaks down data by weeks
4. Month
  Breaks down data by months.
5. Quarter
  Breaks down data by quarters.
Under Show only, choose which campaigns to include:
1. Emails sent in date range
  Includes all campaigns sent within your chosen dates
2. Emails with activity in date range
  Includes all campaigns with activity within your chosen dates.
Under Group by campaigns, toggle to:
1. Yes
  Shows data broken down by individual campaigns
2. No
  Shows aggregated totals across all campaigns
Under Filter by tags, select ADD TAG to filter your report by specific campaign tags. You can add multiple tags to narrow your results.
Under Filter by campaign type, choose from:
1. All
  Includes both standard and triggered campaigns
2. Standard
  Includes only standard campaigns
3. Triggered
  Includes only triggered (program) campaigns
Select SAVE AND RUN REPORT.

Your custom report appears under the Results heading. You can export your results by selecting EXPORT.

Edit a saved report

Once you've saved a report, you can run it again or make changes:

Go to Analytics > Reports > Custom reports.
Select the report name you want to edit.
Make your changes to the report settings.
Select SAVE AND RUN REPORT to update the report.

Schedule a report

You can schedule reports to run automatically and be sent to members of your team:

Go to Analytics > Reports > Custom reports.
Select the report name you want to schedule.
Select Schedule report.
Toggle Schedule report to On.
Under Send to, enter the email addresses of the people who should receive the report. You can add up to 25 email addresses.
Under Recurrence, choose how often to send the report:
- Daily
- Weekly
- Monthly
Under Day of week (for weekly reports) or Day of month (for monthly reports), select when you want the report sent.

For weekly, you can choose any or all days of the week. For example, you might select just one day, all seven days, or specific days like Monday and Wednesday.

The report runs automatically and is sent to all recipients at approximately midnight of the scheduled day.

Example use cases

Program performance by month

Track how your triggered campaigns perform over time:

Create a new custom report and name it Program performance by month.
Add the Revenue metric, or other metrics relevant to your program.
Set the date range to the period you want to analyse, for example, This year.
Under Show data by, select Month.
Under Filter by tags, add the tag for your specific program.
Under Filter by campaign type, select Triggered.
Select SAVE AND RUN REPORT.

This shows your program's monthly revenue performance throughout the year.

Email campaign performance

Get an overview of all your campaign metrics for a specific period:

Create a new custom report and name it Email campaign performance last year.
Add multiple metrics, for example: Opens, Clicks, Unique opens, Unique clicks.
Set the date range to Last year.
Under Show data by, select Entire period.
Toggle Group by campaigns to Yes to see each campaign listed separately.
Select SAVE AND RUN REPORT.

This gives you a complete view of how all your campaigns performed during that year.