The Enhanced Reports and Dashboard Modules allows users to access more than 50 pre-defined reports – spanning categories such as Sent, Opens, Links, Unsubscribes, Bounces, and more. Moreover, users can modify and save these reports based on their own requirements. All reports, pre-defined or customized, can be populated on a user-specific Dashboard.
Click the Reports Tab and you’ll be taken to the Main Reports Page. You’ll see that the reports are organized into these categories:
- Sent
- Opens
- Links
- Unsubscribe
- Bounce
- Comparative
Generating a Report
To generate a report:
- Click a Report category
- Select the report from the pull-down menu and it runs automatically
The example below shows the report for Highest Open Rate Domains (i.e. show domains with highest open rates)
Customizing/Modifying Reports
For each report, you’ll see a series of up to 3 icons and a search box displayed on the right side of the page. The functionality behind these icons allows you to Modify report, Show numbers or percentages, and Add/remove columns. The search box let’s you filter the results of your report by search term.
To modify a report, click the Modify Report icon 
. Based on the specific report, you’re presented with options for modifying the report. The screen shot below displays the available options for the Highest Open Domain Rates report:
Click the Show Numbers icon 
to toggle between raw numbers and percentages that are displayed in the report.
Raw Numbers
Percentages
Filter Grid by Search Terms
Use this feature to filter your report by a search terms. Simply insert a search term in the search field and click the search icon 
. Real Magnet filters out records that do not contain the search term. The report DOES NOT search message body content. It searches for assets with matching values in the grid.
This example displays filtering on the search term “redesign”:
Track Message
For certain reports you will be able to select the Track Message Icon 
. Use this feature to quickly access the tracking information associated with specified message.
Preview Message
For certain reports, you will be able to select the Preview Message Icon
. This will display the message in a new window.
Managing and Sharing Reports
The four icons in upper left corner (below the reports selection pull-down menu) provide various options for sharing and managing your reports.
- The Save icon
allows you to save a custom report. Learn more about saving custom reports. - The Print icon
allows you to print the report. - The Export icon
allows you to export the report to a spreadsheet.
3 Types of Reports
Within each reporting category, there are three report types:
Message Level – These reports are based on message level data and always will be displayed in a grid.
Recipient Level - These reports are based on recipient level data and always will be displayed in a list. (Due to the extra cost to Real Magnet for processing and storing this data, a fee is assessed for this feature. There are no other charges associated with the redesign and upgrade. To enable Recipient Level Tracking, contact your sales representative or support 301-652-5074 or email support@realmagnet.com )
Graphic Reports – These reports display data using charts and graphs.
Creating Custom Reports
In the new Enhanced Reports Module, you can customize any pre-defined report and save it for future use. This feature is real time-saver for customized reports you want to view on an ongoing basis.
To create a custom report:
- First modify the report according to your requirements by selecting the Modify Report icon
.
- After the report has run, click the Save icon
and a pop-in is presented.
- Input a name for the report and assign it to one of the categories displayed in the pull-down menu.
- Click Save and the report is saved in the selected category.
Viewing Custom Reports
To view custom reports:
- Click on the My Reports link in the left navigation pane.
- Your user-defined categories are displayed across the top. Click one of the report categories.
- From the pull-down menu, select your custom report for viewing.
Creating Categories for Custom Reports
To create categories for custom reports:
- Click on the My Reports link in the left navigation pane.
- Click the Manager User Categories icon
and a pop-in window is displayed.
- To add a category, click the Add Category icon
in the upper right of the pop-in and add a name for the category as provided. - Click Save and the category is created.
This completes this tutorial. Throughout the months of April and May, Real Magnet is offering multiple webinars demonstrating the new redesign. They’re free so click here to register. As always, we encourage you to contact customer support with any questions. Email support@realmagnet.com or call 301-652-5074.
