When none of the ready-made reports answers your question, build one. Click New report at the top of Reports, or Build a report under a dashboard's cards. The report is drawn on the right as you choose, for the dates shown above it.

The report builder, with four steps on the left and the report drawn on the right.
Choose on the left, and the report is drawn on the right.

1. What do you want to measure?

Pick one figure from the list.

  • Sales: Sales from email and Orders, counting the orders credited to your emails.
  • Emails: emails delivered, opened and clicked, the open and click rates, and bounces.
  • People: People joined and People who unsubscribed.
  • Forms and events: Form answers, and any event sent in without an app, marked from your systems.
  • From your apps: Product views, from the Website tracking app, and each event an app sends in, such as a booking, with the app's name beside it.

2. Split it by

Choose how to break the figure down, such as by Week, Campaign, Group or Inbox. Nothing gives one total. A split that doesn't fit the figure is greyed out. For example, people who joined can be split by Where they came from but not by campaign.

3. Only count

A report counts everyone on your list to start with. Click Add a filter to narrow it to A group, A kind of email, One campaign or One drip. A report can have up to three filters, each of a different kind, and the cross beside one takes it off. Only figures about emails and sales can be narrowed.

4. Show it as

Choose Bars, Line, Table or Number. A line needs a split by day or week, and a number is for a report with no split.

Saving it

  1. The report is named after what it shows, such as Sales from email, by week. Click the name at the top to change it.
  2. Under Add it to, choose a dashboard, or leave it on No dashboard yet.
  3. Click Save report.

Every report you save is listed on the left of Reports under Saved by you. Open one to see it full size, download its figures or add it to a dashboard. Change it opens it in the builder again, and Delete this report takes it off every dashboard it's on.

A saved report full size, with Change it, Download as a spreadsheet and Add to a dashboard.
A report you saved, full size.

Each report has a How it's counted note under its chart. Its figures follow the same rules as the ready-made cards, so a figure agrees wherever you see it.