Reports

The Reports page consolidates reports about your most important metrics into general categories, such as subscriber activity and campaign performance. Within these categories are individual reports.

Reports are available for the following categories:

• Program Reports
• Subscribers & Sign-Up Units reports
• Revenue & Cost reports
• Campaign reports
• Journey reports
• Concierge reports

Each report consists of a chart that visualizes your data and a table that contains detailed data. 

Read on for more information about viewing and exporting Attentive reports. 

View and customize reports

In the Reports library, click a report’s name to view it. Each report includes several options that let you view the data that’s most important to you.

Date range

Most reports allow you to specify a date range:

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

Some reports also allow you to define a custom date range:

1. Click the Date range dropdown below the report’s name.
2. Select Custom.
3. Use the date picker to enter or 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:

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 unit for the entire last year.
     

Comparative metrics

You can compare metrics across different time periods to help you better understand trends and performance shifts:

1. Click the Date range dropdown below the report’s name.
   The date picker appears.
   
2. In the date picker, click Compare to another period.
3. Choose an option from the dropdown:
   • Previous period: This option lets you compare the dates you select to the same number of days immediately before that range. For example, if your date range is 2023-09-25 to 2023-09-30, the previous period would be 2023-08-28 to 2023-09-24.
   • Previous year: This option lets you compare the dates you select with the exact same dates from the previous year. For example, if your date range is 2023-09-25 to 2023-09-30, the previous year would be 2022-09-25 to 2022-09-30.
   • Custom period: This option lets you compare the dates you select with a previous period that starts on a day you specify. The two date ranges will have the same number of days. For example, if your date is 2023-10-01 to 2023-10-05, and you set the Start date to 2023-07-01, the previous period would be 2023-07-01 to 2023-07-05.
4. Click Apply.

When you compare metrics to a previous period, the report includes the following:

1. The dates of your selected date range and the comparison period.
2. The change, expressed as a percentage, from the comparison period.
   
   
   Note: When comparing metrics that are already percentages, reports show the relative percentage difference, not the difference in percentage points. For example, if the Click-Through Rate changes from 2% to 4%, the report shows a 100% increase, not a 2% increase.
3. The actual metric from the comparison period.
4. A line graph that lets you compare data for the current period (solid line) against the comparison period (dotted line).
   
   
   Note: Data for the comparison period only appears in the line graph. It doesn’t appear in the table below the line graph or in exported reports. For example, if you want to see revenue data for a specific date in the comparison period of a Campaign Performance report, you should run a new Campaign Performance report using the previous report’s comparison period as the new report’s date range.

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. You can also apply multiple filters and use filters to exclude data.

Follow these steps to filter a report:

1. Go to Reports and select the report you want to filter.
2. Click Customize.
   The Customize Report popup appears.
   
3. Click the Filters tab.
4. Set up filters to refine your report. For each filter you want to apply, select is or is not; then select one or more values for the filter. For example, if you want the Sign-Up Units Performance report to show only non-BFCM desktop sign-up units, you could set up filters like this:
   
   • • Set By Sign-Up Unit Name to is not and select sign-up units that have BFCM in their name.
     • Set By Creative Type to is and select DESKTOP.
   Notes:

   • Which filters appear for a given report depend on the kind of data included in the report. For example, filters related to sign-up units aren’t available for the Journey Message-Level Performance report.
   • When you’re applying multiple filters, data must satisfy all selected conditions to appear in the report. In the example above, the report only shows data when the sign-up unit doesn’t have BFCM in the name and the creative type is DESKTOP.

5. Click Update.

After you click Update, the filter is applied to your report. Filters are applied both in the report you see in Attentive and in reports exported as CSV files. In the report in the Attentive UI, 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 dropdown

In each report, you can select from the options in the metrics dropdown to change the view of the chart 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.

Metric definitions

Hover over a metric’s name to view its definition.

Summary metrics

You can change the summary metrics at the top of a report to see those most relevant to you. To do so, click the arrow next to the metric’s name, then choose the new metric. If you choose to save the report, it will show the summary metrics you selected.

Table

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

Columns

Some reports allow you to add or remove metrics and 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.

Follow these steps to add/remove metrics and group by metrics:

1. Click Customize.
   
2. Click Group by metrics to select and unselect metrics to group your report by.
3. Click Metrics to select and unselect metrics visible in your report.
   
4. Click Update.

After you click Update, the metrics and how they're grouped are adjusted in the table below the chart. 

Export reports

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.