Reporting Overview Report

The Reporting Overview report provides a summary of the most significant metrics of user behaviour displayed as a visual dashboard. It allows you an at-a-glance assessment of how different tactics are performing and which partners are most active. 

Information in this Report

1. Date Range Selector - Last 12 months, 12 weeks, or 14 days.
2. Select Tactic - Select which tactics you want to analyze by clicking on any of the email clicks, web views, web clicks, form submissions or leads buttons.
3. Results - Click on any of the data point headings to see the results in a graphic format in the next section.
   • Email opens - This column records the total number of unique opens of all mailings of the listed email.
   • Email clicks - This column records the number of unique clicks on all openings in an email.
   • Web views - This column records the number of views on the landing pages linked to an activity such as email. Someone visits the page but does not click through on any of the hyperlinks or images.
   • Web clicks - This column records the number of clicks on links placed on one or more of the landing pages linked to by the activity.
   • Form submissions - This column records the number of submitted prospect/contact information forms for the specific activity.
   • Leads  - This column records the number of all prospects/contacts who have responded to the listed email and recorded a Lead Score of 15 or more. (Your lead score threshold may be different than 15.)
4. The ability to print PDF, PNG, JPG, or SVG is also in this section.
5. Recent Activity shows leads and companies. Note that specific companies can be excluded from this report. Navigate to Contacts > Companies > selected company > Ignore company stats to determine if a specific company is included or excluded.
6. Assets show website plugins, pages, and mailings.
7. Data for Recent Activity and Assets includes top activity by email opens, the number of email opens, and percentage.
8. You can select any of the listed activities, leads, companies, etc. for complete details.
9. Scroll to the bottom of the page to export the leads.