Create a Custom Report

Create and build a custom report with the metrics that matter most to you to see how your contacts interact with your email campaigns. Use custom reports to help you improve your email performance.

In this article, you’ll learn how to build, export, edit, review the details and history, rerun, and delete a custom report.

Before you start

Here are some things to know before you begin this process.

• Custom reports are available for users with a Standard plan or higher. To change your plan type, visit the plans page in your account.
• To create a custom report you’ll need to have at least one audience with a sent email campaign. To learn more about audience creation, check out Getting Started with Your Audience.
• Open and click tracking must be turned on in an email campaign for those statistics to populate in a report.
• To view e-commerce data, you must first connect your store to Mailchimp with an e-commerce integration or the API.
• The report date range is based on your account’s local time zone.

Create a custom report

Create a custom report by naming your report and choosing an audience and date range. You’ll build your report by choosing metrics for email engagement, email delivery, and e-commerce.

Set up your report

To name your report and select an audience and date range, follow these steps.

1. Click Analytics, then click Custom reports.
2. Click Create custom report.
3. In the Report name field, enter a name for your report. Click Add description to add optional text to describe the report.
4. Click the Audience drop-down to choose an audience for the report. You may choose more than one.
5. Click the Date range drop-down to open the time frame options.
6. Click Date range from the second drop-down to choose a time frame, or use Start date and End date to choose a custom date range.
   
7. Click Apply.

Build your report

In the Build your report section, you’ll choose one or more metrics for email engagement, email delivery, or e-commerce. The metrics you select will form the columns of your CSV file. The selection you choose in the Group by field will form the rows of your CSV file. You can filter the report by campaign type or name.

To learn more about the metrics you can include in your custom report, read our All the Custom Report Metrics article.

To build your custom report, follow these steps.

1. Use the Metrics drop-down to choose the columns for your CSV file. Selected metrics will be displayed above the Metrics field. You may choose more than one.
   
   Click 'X' to delete a metric.
2. Click the Group by drop-down to choose the rows for your CSV file.
   
3. Click the optional Add filter drop-down to filter by Email type or Email name.

4. Click the second optional drop-down to apply additional filters. You may choose more than one.

   Click the trash icon to delete the filter options.

5. Toggle on the Show layout preview slider to see a preview of your report.
6. Click Run report.

Nice work! Next, you'll view the graph and export your report once it's in Completed status to see how your email campaign performed. You’ll also have the option to edit, review details and history, rerun, or delete the report.

Create a graph of your custom report

Graph your report to quickly see how your marketing emails are performing over time. Share images of your graphs in presentations with stakeholders and others. Hover over each bar in your graph to see the metric details.

To graph your custom report, follow these steps.

1. Click Analytics, then click Custom reports.
2. Click the view graph icon for the report you want to work with.
   
3. Click the direction icons to choose a horizontal or vertical display.
   
4. Click the Metric drop-down to choose a different metric for the y-axis. The x-axis displays all the Group by metrics you selected for the report.

Export a custom report

The report table shows the report name, status, date created, and the last run date. Reports in Completed status can be exported and viewed. In progress reports may take several minutes to complete, depending on the parameters you’ve selected.

To export a custom report, follow these steps.

1. Click Analytics, then click Custom reports.
2. Click the export icon for the report you want to work with to download a CSV file.
   

Edit a custom report

To edit a custom report, follow these steps.

1. Click Analytics, then click Custom reports.
2. Click the three vertical dots for the report you want to work with and choose Edit.
   
3. Change the report fields as needed, then click Save and run report.

View report details and history

To view the details and history of a custom report, follow these steps.

View report details

To view details such as the created and run dates, audience, date range, report type, metrics, groupings, and filters used for the report, follow these steps.

1. Click Analytics, then click Custom reports.
2. Click the three vertical dots for the report you want to work with and choose View details & history.
   
   To edit the report details, click Edit report to open the report builder. Click Save and run report when you’re finished.

View report history

To view the run dates and times for the report, follow these steps.

1. Click Analytics, then click Custom reports.
2. Click the three vertical dots for the report you want to work with and choose View details & history.
   
3. Click the History tab to see when the report was run.
   

Rerun a custom report

To rerun the report, follow these steps.

1. Click Analytics, then click Custom reports.
2. Click the three vertical dots for the report you want to work with and choose Rerun.
   
3. The export icon displays when the report is in Complete status.

Delete a custom report

To delete a custom report, follow these steps.

1. Click Analytics, then click Custom reports.
2. Click the three vertical dots for the report you want to work with and choose Delete.
   
3. In the pop-up modal, click Delete to confirm.