Creating Growth & Attrition Reports

To learn more about Growth & Attrition reports and what the report metrics mean, see Growth & Attrition Report: Overview.

Perform the following steps to create a Growth & Attrition report:

1. In the Navigation, go to ANALYTICS, and then select Custom Reports.
   
2. On the Custom Reports Index page, click the New Custom Report button.
3. On the New Custom Report Type page, select the report type as Growth & Attrition.
   
   
4. Choose the report details such as report name, report file type, date format, date range, lists from which to retrieve the data, and performance metrics to be included in the report. See Step 1 – Report Details for details.
5. Select a schedule and enter the delivery details for the report. See Step 2 – Schedule & Delivery for more details.
6. Finally, when you are done setting up the report, click Submit.

Once the report is generated, you can download the report from the Notification panel. You can also view and download the report from the Custom Reports Index page. In the Navigation, go to Analytics and then select Custom Reports to open the Custom Reports Index page.

Step 1 – Report Details

In this step, you choose the report details such as report name, report file type, date format, date range, and lists from which to retrieve the data. Here, you also choose the metrics to be included in the report.

Select from or enter values for the following fields:

• New Report Name: Enter the name of the report.
• Report Type: Select the file type for the output of the report.
• Date Format: Select the date format in which the dates in the report are to be shown. Currently, the supported date formats are MM/DD/YYYY and DD/MM/YYYY.
• Report Metrics:
  • From Date/To Date: Enter the date range for the report. The date range you enter will be used to select all campaigns that were delivered and responses received within that range. Both ‘from’ and ‘to’ dates are inclusive, that is, the report will be generated from 12 AM of the ‘from’ day to 11:59 PM of the ‘to’ day. 
    📋Note: The dates and times are in Eastern Time Zone.
  • List: Select the contact lists that you want to include in the report. You can start typing the name of the list in the dynamic search bar to quickly find the campaigns you want.
• Performance Metrics: Select the metrics that you want to include in the output file. When making a copy of an existing report, the fields that you selected in the original report will be pre-selected by default in the copy.

Step 2 – Schedule & Delivery

Select the schedule and enter the delivery details for the report.

Schedule Report

• Once – Select this option if you just want the report to run once.
  • Breakup Report by Days – If you select this option, then the data will be summarized for each date for the date range that you have specified in step one. Since the majority of responses to an email campaign occur within 24 hours of send time, this option is helpful for marketers who want to analyze the "long tail” of their campaigns.
• Recurring – Select this option if you want the report to be sent to you on a recurring basis. You have the option to have the report sent to you on a daily, weekly, or monthly basis. You also have the option to specify the time of day (in the Eastern Time Zone) that the report will be generated.
  📋Notes:
  
  • You must provide an email address to receive the recurring report.
  • The totals in the report reflect the delivery and response data collected from the preceding time period based on the recurring interval that you have selected. For example, if on Wednesday, you created the custom report and selected the option to have the recurring report generated every day at 6 AM then Thursday’s report will include total delivery and response data collected from 6 AM Wednesday to 6 AM Thursday.
• Breakup Report by Days – If you enable this option, then the data will be summarized for each date for the date range that you have specified in Step 1.

Delivery Details

Optionally, you can send the report through email. Enter the email address of the recipient, then specify a subject line and description for the email to be sent.