The Campaign Performance Report allows users to easily filter and view campaigns by some limited dimensions to allow for quick analysis and validation. The default report displays a number of metrics by the campaign.
Prompts vs. In-Report Filters
The Prompt allows a user to select the top-level dataset that the report will report on.
The in-report filters allow for fine-tuning after the report is compiled.
To Re-prompt a report, you can do one of the following:
Click the paper icon (with a question mark on it).
Select File > Reprompt.
Prompt options include:
Sent Date - Filtering based on the day/time that a campaign was sent rather than when the response (open/click/conversion/etc) from the subscriber was logged.
Subject Line - The ability to filter down the campaign by Subject Line
Campaign Tag - These can be used to filter down campaigns by any existing campaign categorization tags.
Enable in-report filtering by clicking the filter (funnel) icon in the upper-right corner of the report.
Adding Date to the Report
To add the date, you can right-click on Campaign Name and select Drill > Send Date.
Additionally, you can drag & drop the date to the left of the campaign name, if you'd like to see campaigns by day.
Saving a Report
When closing a report, you will be prompted to save a variant of the report. Reports can be saved in the Shared Folder to allow for easy re-use of filters and slicing for various needs.
You can create multiple saves off of one report for varying reporting use cases.
You can save a new variant of a report, by doing any of the following:
Click the Save icon.
Select File > Save As.
General User Tips
Many of the reports are highly interactive, and right-clicking will display a number of actions that can be taken.
Drag & Drop
Columns can be easily dragged & dropped for re-ordering.
Using the Chart to Filter
Clicking on various aspects of the chart may enable some in-report filtering.
Save a variation of the report after you've made the filters you often make to increase operation efficiency.
Users can multi-select cells of the table and right-click to be given options around excluding and keeping only certain line items of the report for review.