Visual reports

The Visual reports section of the Reports library consolidates your most important metrics into general categories, such as subscriber activity and campaign performance. Within these categories are individual reports.

View and export visual reports

Click a visual report’s name to open it. Each visual report includes several options that let you view the data that’s most important to you.

Date range

Most visual reports allow you to specify a date range. Follow these steps to specify a date range:

1. Click the date dropdown below the report’s name.
2. Select a date range.
   

Some reports also allow you to define a custom date range. Follow these steps to define a custom date range:

1. Click the date dropdown below the report’s name.
2. Select Custom.
3. Use the date picker to select start and end dates.
4. Click Apply.
   

Group by date range

Most visual reports also allow you to group metrics by periods of time. For example, if you’re looking at the Sign-up Units Performance report over the past year (by specifying the date range), you can group by month to see metrics (impressions, clicks, etc.) for a given sign-up unit for each month in the past year.

Follow these steps to group by a date range:

1. Click the Group by dropdown below the report’s name.
2. Select the date range to group by, e.g., one day or one month. Both the chart and table below refresh automatically.
   
   
   • Some reports also allow you to Group by entire range. If you select Group by entire range, the chart disappears and the Date column no longer appears in the table or the CSV export. For example, if you’re looking at the Sign-up Units Performance report over the past year, this allows you to see metrics (impressions, clicks, etc.) for a given sign-up for the entire last year.
     

Group by metrics

Some reports allow you to group metrics by other dimensions, such as message, sign-up unit type, journey, trigger, and more. You can select multiple dimensions. For example, in the Sign-up Units Performance report, you can group by sign-up unit type to better understand how different types perform in terms of impressions, clicks, joins, and email saves.

Filters

Some reports include filters, which allow you to drill down into your visual reports. For example, in the Sign-up Units Performance report, you can filter to view performance for a single type of sign-up unit. This way, you could generate a report that shows daily performance just for desktop sign-up units.

Follow these steps to apply or clear a filter:

1. If filters are available for the report, click Filters.
   
   A pop-up window appears.
2. In the pop-up window, select the dimension you’d like to filter by from the dropdown, then click Apply.
   
3. Alternatively, if you’d like to clear a filter, click Clear all filters.

After you click Apply, the filter is applied to your report. Filters are applied both in the visual report you see in Attentive and in reports exported as CSV files. In the visual report, the names of applied filters appear above the chart with a gray background. You can also clear a filter by clicking the X next to that filter’s name.

Metrics

In each visual report, you can use the dropdown to view the chart according to a different metric. For example, if you’re looking at the Sign-up Units Performance report, you can view charts for impressions, clicks, joins, and more across the selected date range.

Table

Below the chart in each visual report is a table that displays data according to the report’s date range and group by settings. Different columns appear for different reports. You can sort the table by clicking on the column headers.

Export

You can export visual reports as a CSV file, which you can save to your device and open in Excel or a similar application.

Follow these steps to export a visual report:

1. Set up the visual report’s date range and group by options as needed.
2. Click the Export button.
   

A message appears that your report was successfully exported. You can now open your report in Excel or a similar application.

Report sections

The following sections are available in the reports library:

• Subscribers
• Campaigns
• Revenue & Costs
• Sign-up units
• Journeys
• Concierge

Subscribers

One report is available in the Subscribers section: Subscriber Growth.

Subscriber Growth

This report shows all data pertaining to subscriber growth. Data is grouped by day by default. You can see how many new subscribers you received, how many subscribers unsubscribed, and how many total active subscribers you retained.

Campaigns

One report is available in the Campaigns section: Campaign Performance.

Campaign Performance

This report shows all data pertaining to campaign performance metrics. By default, this report shows data from the last 30 days grouped by day. You can see metrics based on delivered campaigns, total clicks, total click rate, conversions, conversion rate, revenue, unsubscribes, and opt out rate.

Revenue & Costs

There are three reports that make up the Revenue & Costs section:

• Daily Message Cost
• Campaign Spend Details
• Attributed Revenue

Daily Message Cost

This report shows all data pertaining to message cost performance. By default, this report shows data from the last 30 days grouped by day. You can see metrics based on campaign cost, received cost, carrier fees, automated send cost, and total. Toggle between all data points by clicking on the dropdown menu above the line graph to see a graphical representation of the selected metric.

Campaign Spend Details

This report shows all data pertaining to campaign cost performance. By default, this report shows data from the last 30 days, grouped by day. You can see metrics based on sends, characters, message segments, SMS segments, and MMS segments.

Attributed Revenue

This report shows revenue attributed to your Attentive messaging program. By default, this report shows conversions, total revenue, and average order value from the last 30 days, grouped by day. See FAQs: Attentive's attribution model for more information about attribution.

Sign-up units

One report is available in the Sign-up units section: Sign-up Unit Performance.

Sign-up Units Performance

This report shows all data pertaining to sign-up unit performance metrics. By default, this report shows data from the last 30 days grouped by day. You can see metrics based on impressions, clicks, joins, email saves, total revenue, and number of purchases.

Journeys

One report is available in the Journeys section: Automated Message Performance.

Automated Messages Performance

This report shows all data pertaining to automated message performance metrics. By default, this report shows data from the last 30 days, grouped by day. You can see metrics based on delivered messages, clicks, click rate, conversions, conversion rate, revenue, unsubscribes, and opt-out rate.

Concierge

There are five reports that make up the Concierge section:

• Concierge LiveSMS Performance
• Concierge Performance Summary
• Concierge Support Summary
• Concierge Performance by Journey
• Concierge Conversation Summary

Concierge LiveSMS Performance

This report shows data related to Concierge LiveSMS performance, including the following metrics:

• Conversations
• Concierge attributed revenue
• Concierge Conversions
• Concierge CRV
• Time Saved (hours)
• Average Replies Per Conversation
• Escalations

By default, this report shows data from the last 30 days, grouped by day.

Concierge Performance Summary

This report shows all data pertaining to Concierge performance metrics. By default, this report shows data from the last 30 days, grouped by day.You can see metrics based on conversations, Concierge conversions, Concierge Attributable Revenue, Concierge CVR, and Response Rate.

Concierge Support Summary

This report shows all data pertaining to Concierge support metrics. By default, this report shows data from the last 30 days, grouped by day.

You can see metrics based on conversations, Concierge conversions, Concierge Outbound Messages, Escalations, Conversations Resolved, and Time Saved.

Concierge Performance by Journey

This report shows all data pertaining to Concierge journey performance metrics. By default, this report shows data from the last 30 days, grouped by day.

Concierge Conversation Summary

This report shows all data pertaining to Concierge conversation metrics. By default, this report shows data from the last 30 days, grouped by day.

You can see metrics based on conversations, Concierge conversions, Concierge Outbound Messages, Escalations, Response Rate, and Average Replies Per Conversation.