The Automations Performance report is available for accounts on the following plans:
The Automations Performance report provides aggregate data of all automations in your account that have at least one sent campaign. You can use this to see how many contacts entered your automations and how well your automation campaigns are performing at-a-glance.
With this report, you will be able to:
- View automation performance metrics, including number of contacts entered and campaign metrics.
- Set a date range to see automation metrics within a specific time period.
- Export the data into a CSV, TXT, Excel (2007 or later), JSON, HTML, or Markdown file.
Only users assigned to the Admin group in an account can access this report. Click here to learn more about user permissions.
How to access the Automations Performance report
To access the Automations Performance report, follow these steps:
- Click "Reports" located in the left menu.
- Click "Automation Reports."
- 3. Click "Automations Performance."
The Automations Performance report will load all automations that have at least one sent campaign, along with their overall campaign metrics. The data displayed will reflect the last 7 days by default. These metrics will be displayed in an exportable table.
Clicking the "Automation Event Date" dropdown at the top of the report will allow you to view metrics for automations within:
- Last 7 days (default)
- Last 14 days
- Last 30 days
- Custom range (you would set your own date range)
Setting a date range will allow you to view the report data within a specific time period. To set a date range, click on either the start date field or the end date field. Then, click the calendar icon to select a date.
In addition to the date dropdown at the top of the report, you can sort data in ascending or descending order by clicking any of the column headers in the table.
Clicking the name of an automation in the Performance report will redirect you to the report overview for that automation.
Information included in the Automations Performance report
The Automations Performance report will include the following information:
Name of automation.
Status of automation (Active/Inactive).
# Contacts Entered
Total number contacts that entered an automation.
Total number of campaigns in an automation that have been sent to at least one contact.
Total number of campaign sends in an automation.
Unique number of campaign opens.
Unique number of campaign clicks.
Number of campaign unsubscribes.
Number of campaign bounces.
Percentage of unique campaign opens/the total number of campaign sends.
Percentage of unique campaign clicks/the total number of campaign sends.
Percentage of campaign unsubscribes/the total number of campaign sends.
Percentage of unique campaign forwards/the total number of campaign sends.
Percentage of campaign bounces/the total number of campaign sends.
Exporting the Automations Performance report
To export the report, follow these steps:
1. Hover your mouse over the "Bounce Rate" column and click the vertical ellipsis that appears:
2. Click "Download Data."
3. Click "Download" to export the data as a CSV, TXT, Excel (2007 or later), JSON, HTML or Markdown file.
This report will time out after 90 seconds. If you wait longer than 90 seconds to export this report, then the file exported will be blank. If this happens, we recommend refreshing your browser and try exporting again.