Analytics Builder Intelligence Reports

Location of the ‘Intelligence Reports’ or ‘out of the box’ reports

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → You will see the main page with ‘Dashboard’ tab, ‘Pivot Tables’ tab, ‘Report’ tab, ‘Setup’ tab. ‘Dashboard’ tab opens by default.

Location of ‘Dashboard’ tab

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Email Overview’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘Overview‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

High-level overview of your email campaigns, such as the number of emails sent, the open rate, delivery and engagement, and the top- and bottom-performing journey emails.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

Contains these sections:

• Delivery — Get a snapshot of how your email campaigns are performing in terms of sends and bounce rate.

  • Sends — A graph that shows the number of emails sent within the filtered time period.

  • Bounce Rate — A graph that shows the percentage of emails that didn’t reach the intended recipient.

  • Timeline Graph — A graph that shows sends and bounce rates over time.

• Engagement — An overview of how your email campaigns are performing in terms of email opens. Open related measurements may not accurately reflect engagement. Tell me more.

  • Open Rate — The percentage of emails opened within the filtered time period.

  • Click to Open Rate — The rate of unique clicks to unique opens. This rate indicates how effective the email message, design, and content performed, and whether it encouraged the recipient to act.

  • Delivery & Engagement Timeline — A graph that shows the open rate and the click-to-open rate.

• Email Performance — Your email performance data.

  • Conversion Funnel — Provides insight into the success of your email campaigns.

  • Engagement Distribution — Your top 10 emails shown in a bubble chart. The x axis represents the open rate and the y axis represents the click to open rate. An optimum email has the following traits:

    • A high number of sends — The larger the bubble, the higher number of sends.

    • A high open rate and a high click-to-open rate appear at the top right corner of the graph.

    The least desirable result is a large bubble in the bottom left corner of the graph because it indicates a high send rate with a low open and click-to-open rate.

• Journey Performance by Email–Journey performance data. Only available if you have Journey Builder enabled in your account.

  • Top five journeys–The top five email journeys by open rate.

  • Bottom five journeys–The bottom five email journeys by open rate.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Email Deliveries’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘Email‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

View your email delivery data, including key performance indicators (KPIs) such as sends, deliveries and bounces, and delivery timelines.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

Contains these sections:

• Delivery KPIs – The top three KPIs for email deliveries within the filtered time period.

  Note: Each section shows how the measurement performed in the previous period and whether it increased or decreased compared to the current period. You can define the compare to period in the send date filter.

  These KPIs include:

  • Sends – The number of emails sent.

  • Deliveries – The number of emails delivered.

  • Bounce Rate – The percentage of the number of emails that didn’t reach the intended recipient.

• Delivery Timeline – The selected measurements over a timeline. You can also select the granularity that you want to filter the graph by, for example, daily.

• Breakdowns – An analysis of the selected measurement.

  • By Email Domain – A bar graph that shows the selected measurement divided by email domain.

  • By Day of the Week – A table that shows how the selected measurement performed each day of the week. This table can help you determine the best day to optimize your email campaigns.

  • By Audience – A table that shows how each measurement performed per audience.

• Details – A table of your top 100 emails sent within the defined time frame, according to the selected measurement.

Note: You can sort each column in the table by ascending or descending order.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Email Engagement’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘Email‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

A detailed look into your email engagement key performance indicators (KPIs), including opens, clicks, unsubscribes, and engagement timelines.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

Contains these sections:

• Engagement KPIs – The top KPIs for email engagement within the filtered time period. These KPIs include opens, clicks, unsubscribes, the open rate, the click-to-open rate, and the unsubscribe rate.

  Note:

  • Opens, clicks, and unsubscribe metrics refer to uniques, not totals.

  • Open related measurements may not accurately reflect engagement. Tell me more.

  • Each section shows how the measurement performed in the previous period and whether it increased or decreased compared to the current period.

• Engagement Timeline – Emails with the best engagement for the defined time period. Select the measurement you want to display in the graph. You can also select the granularity you want to filter the graph by, such as monthly.

• Breakdowns – An analysis of the selected measurement.

  • By Email Domain – A bar graph that shows the selected measurement divided by email domain.

  • By Day of the Week – A table that shows how the selected measurement performed each day of the week. This table can help you determine the best day to optimize your email campaigns.

  • By Audience – A table that shows how each measurement performed per audience.

• Details – A table of your top 100 emails sent within the defined time frame, according to the selected measurement.

  Note: Each column in the table can be sorted by ascending or descending order.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Email Performance’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘Email‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

Get details of your email send data, including the open rate, click rate, unsubscribe rate, and performance funnel.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• Email name

• Email subject

Contains these sections:

• Email Sends – A table that shows how your emails performed according to the measurements you selected.

  Note Open related measurements may not accurately reflect engagement. Tell me more.

• Breakdowns – An analysis of the selected measurement.

  • By Email Domain – A bar graph that shows the selected measurement divided by email domain.

  • By Day of the Week – A table that shows how the selected measurement performed each day of the week. This table can help you determine the best day to optimize your email campaigns.

  • By Audience – A table that shows how each measurement performed per audience.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Journey Performance by Email’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘Email‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

Get an in-depth view into your email journey and activities performance data. It also provides a breakdown by domain, day of the week, and audience.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• Journey name

• Journey version

• Journey activity name

Contains these sections:

• Journeys & Activities – A pivot table that shows how your journeys performed according to the measurements you selected. It can help you quickly compare your journey performances to identify which journeys are performing the best or worst.

  Note: Open related measurements may not accurately reflect engagement. Tell me more.

• Breakdowns – An analysis of the selected measurement.

  • By Email Domain – A bar graph that shows the selected measurement divided by email domain.

  • By Day of the Week – A table that shows how the selected measurement performed each day of the week. This table can help you determine the best day to optimize your email campaigns.

  • By Audience – A table that shows how each measurement performed per audience.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Push Deliveries’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘Push Notification‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

View your push notification delivery data and timelines. Get breakdowns by day of the week, mobile OS, and mobile app. It doesn’t include inbox or in-app sends.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• Mobile OS

• Mobile app

Contains these sections:

• Delivery KPIs — Top three KPIs for email deliveries within the filtered time period. These KPIs include:

  • Sends — Total number of messages sent from Marketing Cloud Engagement to Apple or Google.

  • Deliveries — Total number of messages accepted by Apple or Google.

  • Bounce Rate — Percentage of messages rejected by Apple or Google. Calculation: (Bounces) / (Sends).

  Note: Each section shows how the measurement performed in the previous period and whether it increased or decreased. You can define the compare to period with the send date filter.

• Delivery Timeline — Displays the selected measurements over a timeline. You can also select the granularity that you want to filter the graph by, for example, sends.

• Breakdowns — This section shows an analysis of the selected measurement.

  • By Day of the Week — A table that shows how the selected measurement performed each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Mobile OS— A bar graph that shows the selected measurement divided by the mobile operating system.

  • By Mobile App – A table that shows how each measurement performed per mobile app.

• Audience Details — A table that displays your audience details according to type, sends, deliveries and bounce rate. Audience Name refers to the name of the audience. Audience Type refers to a list or data extension.

• Send Details — A table of your top-100 push notifications sent within the defined time frame, according to the selected measurement.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Push Engagement’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘Push Notification‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

Get details about your push notification engagement key performance indicators (KPIs), including deliveries, opens, and open rate. View breakdowns by day of the week, mobile OS, and mobile apps. You can export the dashboard and its widgets into different formats. It doesn’t include inbox or in-app sends.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• Mobile OS

• Mobile app

Contains these sections:

• Engagement KPIs — The top KPIs for push engagement within the filtered time period. These KPIs include opens, and open rate.

  • Opens - The total number of messages opened.

  • Open Rate - The percentage of messages opened. Calculation: (Opens) / (Deliveries)

  Note: Each section shows how the measurement performed in the previous period and whether it increased or decreased compared to the current period.

• Engagement Timeline — A graph that shows pushes with the best engagement for the defined time period.

• Breakdowns — An analysis of the selected measurement.

  • By Day of the Week — A table that shows how the selected measurement performed for each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Mobile OS – A bar graph that shows the selected measurement divided by the mobile operating system.

  • By Mobile App — A table that shows how each measurement performed per mobile app.

• Audience Details — A detailed list of your audience’s engagement according to type, deliveries, opens and open rate. Audience Name refers to the name of the audience. Audience Type refers to a list or data extension.

• Send Details — A table of your top 100 pushes sent within the defined time frame, according to the selected measurement.

  Note: Each column in the table can be sorted by ascending or descending order.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Push Performance’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘Push Notification‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

Get details about your push performance, including an overview of push sends, by looking at deliveries, delivery rate, and bounces. View breakdowns by day of week, mobile OS, and mobile app. It doesn’t include inbox or in-app sends.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• Mobile app

• Mobile device OS

• Push send name

• Push title

Contains these sections:

• Push Sends — A graph that shows a view of push performance. Turn on or off these dimensions and measurements: sends, deliveries, delivery rate, bounces, bounce rate, opens, and open rate.

• Breakdowns — An analysis of the selected measurement.

  • By Day of the Week — A table that shows how the selected measurement performed for each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Mobile OS – A bar graph that shows the selected measurement divided by the mobile operating system.

  • By Mobile App — A table that shows how each measurement performed per mobile app.

• Audience Details — A detailed list of your audience’s engagement according to type, sends, bounce rate and open rate. Audience Name refers to the name of the audience. Audience Type refers to a list or data extension.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Journey Performance by Push’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘Push Notification‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

View your journey and push notification performance data. View breakdowns by day of the week, mobile OS, and mobile app. It doesn’t include inbox or in-app sends.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• Mobile OS

• Mobile app

• Journey name

• Journey version

• Journey activity name

Contains these sections:

• Journeys & Activities — A pivot table that shows how your journeys performed according to measurements. Use the pivot table to compare your journey performances.

• Breakdowns — An in-depth analysis of the measurement that you selected.

  • By Day of the Week — A table that shows how the selected measurement performed on each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Mobile OS — A bar graph that shows the selected measurement divided by mobile operating system.

  • By Mobile App — A table that shows how each measurement performed per mobile app.

• Audience Details — A detailed list of your audience’s engagement according to type, deliveries, opens, and open rate. Audience Name refers to the name of the audience. Audience Type refers to a list or data extension.

  Note: Audience data isn’t available for triggered mobile push messages.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘In-App Deliveries’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘In-App Message‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

View your in-app delivery data including unique sends, message deliveries, device displays, and display rate. Get breakdowns by day of the week, mobile operating system, and mobile app.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• Mobile OS

• Mobile app

Contains these sections:

• Delivery KPIs—Top KPIs for message deliveries within the filtered time period. These KPIs include:

  • Unique Sends —The unique sum of sends that were successfully rendered.

  • Device Deliveries—The number of downloads by devices.

  • Device Displays —The total in-app displays per device.

  • Device Display Rate—The device display rate. Calculation: (Device Displays / Device Deliveries).

    Note: Each section shows how the measurement performed in the previous period and whether it increased or decreased. You can define the compare to period with the send date filter.

• Delivery Timeline—Displays the selected measurements over a timeline. You can also select the granularity that you want to filter the graph by, for example, unique sends.

• Breakdowns—This section shows an analysis of the selected measurement.

  • By Day of the Week—A table that shows how the selected measurement performed each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Mobile OS—A bar graph that shows the selected measurement divided by the mobile operating system.

  • By Mobile App—A table that shows how each measurement performed per mobile app.

• Send Details—A table of your top-100 in-app messages within the defined time frame, according to the selected measurement.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘In-App Engagement’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘In-App Message‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

Get details about your in-app engagement key performance indicators (KPIs), including device button clicks, device dismisses, device button click rate and more. View breakdowns by day of the week, mobile OS, and mobile apps. You can export the dashboard and its widgets into different formats.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• Mobile OS

• Mobile app

Contains these sections:

• Engagement KPIs —The top KPIs for in-app engagement within the filtered time period.

  • Device Button Clicks—The number of times the message was clicked across devices.

  • Device Dismisses—The total number of times the dismiss button was clicked across devices.

  • Device Button Click Rate—The device button click rate. Calculation: (Device Button Clicks / Device Displays)

  • Device Dismiss Rate—The number of device dismisses. Calculation: (Device Dismisses / Device Displays)

  • Avg. Display Time—The average amount of time the in-app message was displayed.

    Note: Each section shows how the measurement performed in the previous period and whether it increased or decreased. You can define the compare to period with the send date filter.

• Engagement Timeline —A graph that shows in-app messages with the best engagement for the defined time period.

• Breakdowns—This section shows an analysis of the selected measurement.

  • By Day of the Week—A table that shows how the selected measurement performed each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Mobile OS—A bar graph that shows the selected measurement divided by the mobile operating system.

  • By Mobile App—A table that shows how each measurement performed per mobile app.

• Send Details—A table of your top-100 in-app messages within the defined time frame, according to the selected measurement.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘In-App Performance’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘In-App Message‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

Get details about your in-app message performance, including an overview of sends, by looking at deliveries, display rate, and dismisses. View breakdowns by day of week, mobile OS, and mobile app.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• Mobile app

• Mobile OS

• In app send name

• In app send title

Contains these sections:

• In-App Message Sends — A graph that shows a view of in-app performance. Turn on or off these dimensions and measurements: unique sends, device deliveries, device displays, device display rates, device button clicks, device button click rates, device dismisses, device dismiss rates and average display times.

• Breakdowns—This section shows an analysis of the selected measurement.

  • By Day of the Week—A table that shows how the selected measurement performed each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Mobile OS—A bar graph that shows the selected measurement divided by the mobile operating system.

  • By Mobile App—A table that shows how each measurement performed per mobile app.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Journey Performance by In-App’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘In-App Message‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

View your journey and in-app message performance data. View breakdowns by day of the week, mobile operating system, and mobile app.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• Mobile OS

• Mobile app

• Journey name

• Journey version

• Journey activity name

Contains these sections:

• Journeys & Activities — A pivot table that shows how your journeys performed according to measurements. Use the pivot table to compare your journey performances.

• Breakdowns—This section shows an analysis of the selected measurement.

  • By Day of the Week—A table that shows how the selected measurement performed each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Mobile OS—A bar graph that shows the selected measurement divided by the mobile operating system.

  • By Mobile App—A table that shows how each measurement performed per mobile app.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘WhatsApp Deliveries’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘WhatsApp‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

View your WhatsApp delivery data including sends, deliveries, and delivery rates. Get breakdowns by day of the week, WhatsApp business account, and WhatsApp channel name.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• WhatsApp business account

• WhatsApp channel name

Contains these sections:

• Delivery KPIs—Top KPIs for message deliveries within the filtered time period. These KPIs include:

  • Sends—The sum of sends that were successfully rendered.

  • Deliveries—The number of messages received.

  • Delivery Rate— The message delivery rate. Calculation: Sends ÷ Deliveries.

  • 
    

  Note: Each section shows how the measurement performed in the previous period and whether it increased or decreased. You can define the compare to period with the send date filter.

• Bounce KPIs—Top KPIs for the number of messages that didn’t reach the intended recipient within the filtered time period. These KPIs include:

  • Bounces—The sum of messages that weren’t successfully rendered.

  • Bounce Rate—The percentage of messages that didn’t reach the intended recipient.

  • Bounce - Not Sent—The sum of messages that weren’t successfully sent.

  • Bounce - Not Sent Rate—The percentage of the number of messages that weren’t successfully sent.

  • Bounce Failures—The sum of messages that failed to send.

  • Bounce Failures Rate—The percentage of the number of messages that failed to send.

• Delivery Timeline—Shows the selected measurements over a timeline. You can also select the granularity that you want to filter the graph by, for example, sends.

• Breakdowns—This section shows an analysis of the selected measurement.

  • By Day of the Week—A table that shows how the selected measurement performed each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Locale—A pie chart that shows the selected measurement divided by the locale.

  • By Conversation Type—A table that shows how each measurement is performed per conversation type.

• Send Details—A table of your top-100 WhatsApp messages within the defined time frame, according to the selected measurement.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘WhatsApp Engagement’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘WhatsApp‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

Get details about your WhatsApp engagement key performance indicators (KPIs), including the number of messages opened and the message open rate. View breakdowns by day of the week, WhatsApp business account, and WhatsApp channel name. You can export the dashboard and its widgets into different formats.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• WhatsApp business account

• WhatsApp channel name

Contains these sections:

• Engagement KPIs —The top KPIs for WhatsApp engagement within the filtered time period.

  • Opens—The total number of messages opened.

  • Open Rate—The percentage of messages opened. Calculation: Opens ÷ Deliveries

    Note: Each section shows how the measurement performed in the previous period and whether it increased or decreased compared to the current period.

• Engagement Timeline —A graph showing WhatsApp messages with the best engagement for the defined period.

• Breakdowns—An analysis of the selected measurement.

  • By Day of the Week—A table that shows how the selected measurement performed for each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Locale—A pie chart that shows the selected measurement divided by the mobile operating system.

  • By Conversation Type—A table that shows how each measurement performed per conversation type.

• Send Details—A table of your top 100 WhatsApp messages sent within the defined time frame, according to the selected measurement

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘WhatsApp Performance’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘WhatsApp‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

Get details about your WhatsApp message performance, including an overview of sends, by looking at deliveries, bounce rate, and open rate. View breakdowns by day of the week, WhatsApp business account, WhatsApp channel name, WhatsApp send name, and locale.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• WhatsApp business account

• WhatsApp channel name

• WhatsApp send name

• Locale

Contains these sections:

• WhatsApp Sends — A pivot table that shows a view of WhatsApp performance. Turn on or off these dimensions and measurements: sends, bounce rate, and open rate.

• Breakdowns—An analysis of the selected measurement.

  • By Day of the Week—A table that shows how the selected measurement performed for each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Locale—A pie chart that shows the selected measurement divided by the mobile operating system.

  • By Conversation type—A table that shows how each measurement performed per conversation type.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

‘Journey Performance by WhatsApp’ Dashboard

In the ‘Dashboard’ Tab, on the left narrow panel called ‘Messaging & Journeys’, look under and click ‘WhatsApp‘, it will open ‘[ ]‘ Dashboard.

Pre-Configured Dashboards - Out of box Dashboards.

Shows:

View your journey and WhatsApp message performance data. View breakdowns by day of the week, WhatsApp business account, WhatsApp channel name, Journey name, Journey version, and Journey activity name.

You can filter the [ ] dashboard by:

• Send date

• Business unit

• Campaign

• WhatsApp business account

• WhatsApp channel name

• Journey name

• Journey version

• Journey activity name

Contains these sections:

• Journeys & Activities — A pivot table that shows how your journeys performed according to measurements. Use the pivot table to compare your journey performances.

• Breakdowns—An in-depth analysis of the measurement that you selected.

  • By Day of the Week—A table that shows how the selected measurement performed for each day of the week. This table can help you determine the best day to optimize your push notifications.

  • By Locale—A pie chart that shows the selected measurement divided by the mobile operating system.

  • By Conversation type—A table that shows how each measurement performed per conversation type.

Location:

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → opens by default. You see the main page with ‘Dashboard’ tab

Limits with Pre-Configured Dashboards - Out of box Dashboards

Pre-Configured Dashboards - Out of box Dashboards cannot be customized. If you wish to change how the data is presented, create & customize a Pivot Table instead.

‘Intelligence Reports for Engagement Advanced’ and Pre-Configured Dashboards - Out of box Dashboards workaround

In ‘Intelligence Reports for Engagement Advanced’ version Pre-Configured Dashboards - Out of box Dashboards cannot be customized. However, take a standard pre-configured dashboard (like the Email Overview or Journey Performance dashboard), make a duplicate copy of it, and then fully edit the copy.

Location to Pivot Tables

Analytics Builder → drop down appears shows menu, click ‘Intelligence Reports’ → You will see the main page with ‘Dashboard’ tab, ‘Pivot Tables’ tab, ‘Report’ tab, ‘Setup’ tab. ‘Dashboard’ tab opens by default. → click on ‘Pivot Tables’ tab

‘Email Daily Send Summary’

Out-of-the-Box Pivot Table; Summarizes your email send data so you can see how many emails were sent, delivered, and bounced for a specific time period.

‘Best Performing Send Day’

Out-of-the-Box Pivot Table; Shows the send day that has the highest open rate, click to open rate, and email opens.

‘Audience Engagement Over Time’

Out-of-the-Box Pivot Table; See how your audience engaged with your emails by looking at email clicks for all your campaigns.

‘Campaign Performance’

Out-of-the-Box Pivot Table; See your overall campaign performance for each campaign and email.

‘Journey Performance’

Out-of-the-Box Pivot Table; See your overall journey performance by looking at journey name, version and activity.

Create a Pivot Table

In Analytics Builder → drop down menu appears, click ‘Intelligence Reports’. → click on the ‘Pivot Tables’ tab, → click ‘Create Pivot Table’. → in the canvas on the right, to add data to the pivot table, click ‘+ Add a Field’ button at the bottom of screen. → When adding data, Dimensions are always placed in Rows or Columns, while Measurements are always placed in Values. The pivot table changes as you add or remove data. → when you’re done adding data, close the ‘Add Data’ window. → In the Pivot Table Settings window, set the date range for the data that you want to view. → To apply a filter, in the ‘Filters’ section, click the ‘+’ icon and set your filters. You can also apply a filter inside the pivot table in the column header. →

If you have Intelligence Reports Advanced, you can create and edit calculated fields by clicking the Add Calculated Field icon.

→ Name the pivot table. → To visualize your data in a chart, go to top right, turn on ‘Visualize’.

• To show specific dimensions and measurements, or to change the display, located in middle top right, click on ‘Gear’ icon → click ‘Chart Settings’.

• To change how the results are sorted, located in middle top right, click on ‘3 Descending order line icon’ button → click ‘Chart Top and Sorting’.

  • To view the pivot table as a flat table, click the ‘flat table icon/grid box icon’ button.
    
    

→ To save, export, or download your pivot table, click ‘More Actions’. → Save your work. The new pivot table appears in the Pivot Tables list, and you can edit, delete, and export it.

Create a ‘Pivot Table’ from a Widget

In Analytics Builder → drop down menu appears, click ‘Intelligence Reports’. → On the ‘Dashboards’ tab, select the widget that you want to convert to a pivot table. → Click the ‘Options’ icon and select ‘Explore in Pivot Table’ → You’re redirected to the ‘Pivot Tables’ tab, and the data now appears in a pivot table.

Customize a Pivot Table

In Analytics Builder → drop down menu appears, click ‘Intelligence Reports’. → click on the ‘Pivots Tables’ tab, select the pivot table that you want to change and click ‘Edit’ or click on Gear icon/’Setting’ button. → in the Pivot Table Settings window:

1. to hide a dimension or measurement, hover over the field name and click the eye icon.

2. To delete a field, click X.

3. To add or change data, click the + icon. or click, hold OR Select the ‘dimension’ or ‘measurement’, and then drag down to bottom ‘Rows’ or ‘# Values’ box

4. To hide the column or row totals in the pivot table, click ‘Options’ next to ‘Columns’ or ‘Rows’ and deselect the checkbox.

→ Click the blue ‘Apply’ button in the bottom right. You'll see this reflected on the panel to the left of the pivot table preview. → ‘Save’ your changes with the blue button in the bottom right. ‘Save as New’ is also an option.

• The most common error is reaching the maximum limit of 8,000 rows that you can present in the UI. If you receive this error, you have two options:

  • To narrow down results, update your filter. For more information, see the Apply Filters tab below.

  • Save the pivot table, and download the results. 

Export a Pivot Table

In Analytics Builder → drop down menu appears, select ‘Intelligence Reports’. → click and be on the ‘Pivot Tables’ tab, select the pivot table. → Click ‘More Actions’ and then select the export option:

• Schedule Export — If you want to export to a report with a defined schedule, for example create a report every Monday at 8 AM, you have two options. When you select an option, the report format and options change according to the selected format.

  • Pivot Table (Excel) — Exports the pivot table to an Excel file as a pivot table object without including the totals.

  • Flat Table — Creates a report in an Excel format.

• Export — If you want to export to a flat file, you have two options:

  • Pivot Table (As Is) — Exports the pivot table to an Excel file as is.

  • Flat Table — Exports the pivot table to an Excel file as a flat table.

Yes - manage Pivot Table

Does managing Pivot table mean you can edit, duplicate, and delete existing pivot tables? Yes or No

• Edit — If you want to change a pivot table, for example, change the dimensions and measurements.

• Duplicate — If you want to create a copy of a pivot table to change it.

• Delete — If you want to delete a pivot table.

  Note When you delete a pivot table, it goes to your workspace bin. If for some reason you want to restore a pivot table, contact support.

Apply Filters to a ‘Pivot Table’

Go to Analytics Builder → drop down menu appears, select Intelligence Reports. → click and be on the ‘Pivot Tables’ tab, select the table that you want to apply a filter to. → In the ‘Pivot Table Settings’ window, under ‘Add Filters’, click the + icon.

→ You can also add a filter directly from the column header. → Search for the dimension or measurement that you want to filter by, for example, Campaign. → Use the operators to specify how you want to filter. For our example, select ‘Contains’ and enter the value Welcome. →

To add another condition, click +Condition. For example, enter Birthday. → To apply both conditions, use an ‘AND’ statement. If you want to filter for campaigns that contain either word, use an ‘OR’ statement. →

To add another filter, click ‘+Add New Filter’.

For example, select ‘Email Bounce Rate’, set the operator to ‘Greater Than’, and enter 60%. → Save your work

Tip: To add a filter to exclude test emails, search for the Test Email Indicator dimension, and set it to ‘False’.

Create a Flat Table Report

From Analytics Builder → drop down menu appears, select Intelligence Reports. → click and be on the ‘Reports’ tab. → Click ‘Create New Report’. Note You can also create the same report from the Pivot Table module by using schedule export as a flat table. → Define your ‘General’ details.

1. Enter a Name.

2. Select the Export Format: CSV or Excel. Note: The configuration settings change according to the format type you select. For example, if you select CSV, not all the fields are available.

→ Define your ‘Configuration’ details:

1. To determine the dates you want to pull data from, select the Time Period. You can use a predefined time period, such as week, month, or year, or you can define a custom date.

2. In Measurements, select the measurements you want pulled into the report, for example, email sends. You can select up to 100 measurements.

3. In Dimensions, select the dimensions you want pulled into your report, for example, send date. You can select up to 80 dimensions

→

1. Customize your report in the ‘Configuration settings’ area:

   1. To include the total numbers in the report, select the ‘Show Totals’ checkbox.

   2. From the ‘Sort By’ dropdown, search for and choose the dimension or measurement you want to sort the report by. You can choose from any of the selected dimensions or measurements.

   3. From the ‘Sort Order’ dropdown, select the way you want to sort, either descending or ascending order.

   4. To add another filter to your report, click ‘Add Filter’. For example, you can also filter by Campaign Name. For more information about filters, refer to Apply Filters.

→ Define scheduling and delivery methods for the report.

Create a Pivot Table Report

From Analytics Builder → drop down menu appears, select Intelligence Reports. → click and be on the ‘Reports’ tab. → Click ‘Create New Report’. Note When creating the report from scratch, you must link to an existing pivot table. The configuration settings come from the pivot table, so any changes made to the source affect the configuration settings of the report later on. → For ‘General’ details, name the report and select ‘Export Format: Pivot Table’. → To define your report configuration details, select the time period from which to pull data. → Specify when and how to deliver the report.

Create a ‘Dashboard Report’

From Analytics Builder → drop down menu appears, select Intelligence Reports. → click and be on the ‘Reports’ tab. →

Define your ‘General’ details.

1. Enter a Name.

2. Select the Export Format: ‘PDF’.

3. To determine how long reports are kept before they’re deleted, enter the ‘Purge Report History’ (Days). For example, if you enter 30, all reports are deleted after 30 days. Note: By default, the number of days is set to 180, which is also the maximum number of days you can keep reports.

→ Define your ‘Configuration details’, and select the dashboard page for which you’re creating the report. → Define scheduling and delivery methods for the report.

Dashboard options to share, download or schedule report

Share: Slack or Email

Quick Download: PDF, PNG, Excel, PPT

Schedule Report:

Set ‘Report’ Schedule and Delivery Method

From Analytics Builder → drop down menu appears, select Intelligence Reports. → click on ‘Reports’ tab →

Method 1: you click ‘Create New Report’ → Once you define your dimensions and measurements, scroll down to the ‘Report Scheduling’ section to toggle it ‘Active’ and set up your frequency and delivery options.

Method 2:
A. Open the dashboard page you want to share, click the ‘Share’ or ‘Schedule Export’ option in the top right corner, and configure it to send as a visual file (PDF/PNG).

B. Open your predefined pivot table, click ‘Schedule Export’, and choose to send it as a data file (Excel/CSV) or a flat table.

→ When defining a report, go to the ‘Report Scheduling’ area. → Select the ‘Active’ checkbox. After you select this checkbox, all options are enabled. →

Select how frequently you want the report to be sent from the ‘Frequency’ dropdown of ‘[None, Hourly, Daily, Weekly, Bi-Weekly, Monthly, Quarterly, Yearly]’. More settings are added based on the frequency you select. For example, if you select daily, you can set how many times a day the report is sent. If you select weekly, you can also set the day of the week and time.

1. In ‘Delivery Hour’, enter the exact hour you want the report to be sent. Note: If you want to use an automatic hour instead of defining your own hour, select Automatic. By default, automatic is defined as 6:00 UTC.

→ In the ‘Delivery Method’ dropdown in the Connection Info area, select how you want the report to be exported and shared.

The following delivery methods are supported:

• AzureBlob

• Email

• FTPS

• Google Drive

• HDFS

• SFTP

• AWS - S3

• Google Cloud Storage

→ For example, select ‘Email’. NOTE: More settings are available depending on the delivery method you select. For example, if you select ‘Email’, you can enter the recipients’ email addresses. If you select ‘FTPS’, you can enter the FTPS details.

→ To apply this scheduler to your report, click ‘Add As New Scheduler’. Note: If you don’t complete this step, then your report can’t run on a schedule. → To create a scheduler using the same configuration, for example, if you also want to share the report via FTPS, change the delivery method to FTPS. Then fill in any necessary settings, and click ‘Add As New Scheduler’. After you complete this step, a new row is added to the table. → To change a scheduler and override the settings, select the row of the scheduler, and make your changes, for example, change the delivery hour. Then click ‘Update Scheduler’. → After you define your report and schedulers, click ‘Save and Run’, or to save the settings and not run the report, click ‘Save’.

Flat Table (Excel/CSV)

Reports in Intelligence Reports formats for: Creates a flat file with the data. For example, display the total number of sends per send date.

Pivot Table (XLS)

Reports in Intelligence Reports formats for: Creates an Excel in the same structure as your pivot table view.

Dashboard (PDF)

Reports in Intelligence Reports formats for: Exports a dashboard into a PDF.

Manage ‘Reports’

From your reports list, you can view all your reports, edit, delete, and create a copy.

If you want to make changes to a report, click ‘Edit’. For example, change the delivery hour.

If you want to create a copy of a report and make changes to it, click ‘Duplicate’. You can duplicate the reports with or without the schedulers.

If a report is no longer needed, click ‘Delete’. When you delete a report, it goes to your workspace bin. If you want to restore a deleted report, contact support.

To run the report immediately, click ‘Run Now’.

To process the reports and split the data into files by date, click ‘Batch Process’. Batch processing doesn’t affect the original report configuration.

View Report History

From Analytics Builder → drop down menu appears, select Intelligence Reports. → Select the ‘Reports’ tab. → Select a report, and then click ‘History’. A list appears with all the report executions. Each time a report runs, a new job is executed and a new row appears in the list. → If you want to perform actions on a specific log, select the row of the log. →

Perform one of the following:

• Edit — To edit the report’s configuration settings.

• Delete — To delete a log from the list.

• Refresh — To refresh the history log, which can be useful if you ran a report and the status changed.

• Download — To download the report output.

• Run Now — To run the same report again.

• Rerun Now — To run the same job again.

Report Settings

From Analytics Builder → drop down menu appears, select Intelligence Reports. → click and be on ‘Setup’ tab and click ‘Report Settings’. → By default, the ‘Allow Download of Large Attachments’ toggle is enabled. To prevent a download link of your report from being sent, disable the toggle.

Apply Filters to a Report

From Analytics Builder → drop down menu appears, select Intelligence Reports. → click and be on the ‘Reports’ tab, select a report. → Under ‘Configuration’, click ‘Add Filter’. →

To add a dimension, for example, if you want to filter by the campaign name “Birthday”:

1. Select ‘Custom Dimensions’.

2. Search for the required dimension, and enter ‘Campaign’.

3. Select the value. In this case, Birthday.

4. To apply the filter, save your work.

→ To add a custom dimension, for example, if you want to filter by an email name that contains the characters “NTO”:

1. Select ‘Custom Dimensions’.

2. Select the dimension from the dropdown list, and select ‘Email Content Name’.

3. Select the operator from the dropdown list, and select ‘Contains’.

4. Enter the value in the field. In this case, enter “NTO.”

5. To apply the filter, save your work.

→

You can add multiple operators when filtering to retrieve dimensions that contain specific information according to defined rules. For example, get all the campaigns that contain the names, ‘“welcome” or “birthday” and that come from audiences that contain the letters DE.

A. Define the first rule. For example, Audience Name contains DE.

• Select the dimension from the dropdown list, and select Audience Name.

• Select the operator from the dropdown list, and select ‘Contains’.

• Enter the value in the field, in this case, enter DE.

B. Define the match either rule. For example, Campaign matches either ‘Welcome’ or ‘Birthday’

• Select the dimension from dropdown list, and select Campaign.

• Select the operator from the dropdown list, and select ‘Matches Either’.

• Enter the value in the field. In this case, use an asterisk (*) at the beginning and at the end of the value with a comma separating the values. For example, ‘*Welcome*’, ‘*Birthday*’.

C. To apply the filter, save your work.

→

To add a custom measurement, for example, if you want to filter by email bounce rate that equals 80%:

1. Select ‘Custom Measurements’.

2. Select the measurement from the dropdown list, and select ‘Email Bounce Rate’.

3. Select the operator from the dropdown list, and select ‘Greater Than’.

4. Enter the value in the field. In this case, enter 80%.

5. To apply the filter, save your work.

Tip: To add a filter to exclude test emails, search for the Test Email Indicator dimension, and then set it to False. After you do, test emails don’t appear in your pivot tables or reports.

Create a Scheduled Report for a Collection

From Analytics Builder → drop down menu appears, select Intelligence Reports. → click and be on the ‘Dashboard’ tab → click on ‘Visualize’. → Click the collection you want to export, and then click ‘Share’. → Select ‘Scheduled Report’. You’re redirected to the ‘Reports’ tab, and a new report is created for you according to the format you selected. If you want to change the export format, select the format you want from the ‘Export Format’ dropdown list. You can schedule collections to be exported in those formats. → Under ‘Configuration’, the collection you selected is listed as the Dashboard, and All pages in Dashboard is listed as the Page. → When you’re done defining your report, save it, or click ‘Save & Run’ to run it.

A scheduled report of your collection sends a PPT, PNG, or PDF file, depending on how you configure the settings.

Create a Scheduled Report for a Dashboard Page

From Analytics Builder → drop down menu appears, select Intelligence Reports. → click and be on the ‘Dashboard’ tab → click on ‘Visualize’. → Click on the collection, and then select the dashboard page you want to export. → Click ‘Share’. → Select ‘Scheduled Report’ to be redirected to the ‘Reports’ tab. A new report is created for you according to the format you selected. → To change the export format, select the format you want from the ‘Export format’ dropdown list. You can schedule dashboard pages to be exported in these formats: PNG, PDF. → Under ‘Configuration’, the Dashboard and Page are automatically selected for you based on the dashboard page you exported. If you want to export a page that includes Interactive FilterSets, click the ‘Page’ dropdown, and select the layout that includes the interactive filterset you want to use from the ‘Custom Layouts’ section. If you want to export a page with interactive filtersets and later edit the widget layout and save new layouts, use ‘Advanced Export’. → When you’re done defining your report, save it, or click ‘Save & Run’ to run it.

Create a Scheduled Report for a Widget

From Analytics Builder → drop down menu appears, select Intelligence Reports. → click and be on the ‘Dashboard’ tab → click on ‘Visualize’. → Select the dashboard page where the widget is located. → Select the widget you want to export. → Click ‘Share’. → Select ‘Scheduled Report’ to be redirected to the ‘Reports’ tab. A new report is created for you according to the format you selected. → Under ‘Configuration’, the Dashboard, Page, and Widget are automatically selected for you based on the widget you exported. → When you’re done defining your report, save it, or click ‘Save & Run’ to run it.

Yes - data is aggregated.

Are all ‘Intelligence Reports’ aggregated data meaning reports display campaign, journey, and message-level metrics grouped or summarized by dimensions like date, campaign name, or domain.

They do not show individual subscriber-level data or specific tracking events for a single person? Yes or No

Yes - need Intelligence Reports for Engagement Advanced license and use Query Builder

If I have Intelligence Reports for Engagement Advanced license, and I wanted to review the aggregated data of opens or clicks to find out Subscriber-Level Data show individual who opened or clicked. I need to use Query Builder and add Subscriber Key (or Contact Key) dimension into your query fields? Yes or No