Create a Custom Report

Create and build a custom report with the metrics that matter most to you. We'll display your data as a graph so you can instantly visualize how your emails and text messages are performing. You'll also have your report organized into a more traditional table format. Use custom reports to help you improve your email and SMS performance, and share reports with your stakeholders.

In this article, you’ll learn how to build, view, edit, and export a custom report.

Before you start

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

• This feature is included with the Standard plan or higher.
• To create a custom report you’ll need to have at least 1 audience with a sent email or text message. To learn more about audience creation, check out Getting Started with Your Audience.
• Open and click tracking must be turned on in an email for tracking 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.
• Custom reports include data collected on or after November 1, 2022.
• Custom reports include data from all your audiences. Use the Group by or Filter options to narrow your results by audience.

How it works

When you create a custom report, you’ll choose metrics for email engagement, email delivery, or e-commerce for all audiences. As you build your report, we’ll display a graph with up to 2 metrics at a time. Hover over the graph to reveal specific data for each metric. Your report will also generate a table. The metrics you select form the columns of the table and the Group by selections create the rows. To learn more about the metrics you can include in your custom report, read our All the Custom Report Metrics article.

Use the Group by drop-down to categorize your results by campaign, campaign type, audience, or time frame. Narrow your results even more with filters.

Create and build a report

To create and build a custom report, follow these steps.

1. Click Analytics, then click Custom reports.
2. Click Create new report.
3. In the Build your report panel, click the Select a metric drop-down and select as many metrics as you wish, or select all. We’ll display your first 2 metrics on the graph along with a table of data.
   
4. Click the Group by drop-down to select up to 2 groups. Order your results by campaign, campaign type, audience, or time frame.

Customize a report

Name your report, favorite it, make a copy, and export it.

To modify a custom report, follow these steps.

1. Click Analytics, then click Custom reports.
2. Click the custom report you want to work with to open it.
3. Click the pencil icon to add or change the name of your report. Add a description of your report, if you wish. Then click Save.
4. Click Favorite to display the report first on your saved reports page.
5. Click Make a copy to replicate the report.
6. Click Export to download a CSV file, PNG image in a new browser window, or both. Click Export to confirm.
7. Click the Date range drop-down to adjust the time frame for your report.
8. Use the Date range from the second drop-down to select a time frame, or use Start date and End date to choose a custom date range. Click Apply.
9. Use the metric drop-downs on the graph to display up to 2 metrics at a time for email and SMS.
   
10. Click the Chart type drop-down to display a line or bar graph.

Save a custom report

To save a custom report, click Save. Your report will update with any new information every time you save.