Reports Analyzing Your Performance
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1 Reports Analyzing Your Performance Part 2 Robert Sajan UC Berkeley University Rela?ons Web Group Copyright 2010 UC Regents. All rights reserved.
2 Reports Analyzing Your Performance Some ques?ons on reports that we ll explore What informa?on is provided by a report? What can I run reports on? What can I do with a report?
3 Reports Analyzing Your Performance Some ques?ons on reports that we ll explore What informa?on is provided by a report? What can I run reports on? What can I do with a report? Campaign level reports Where can I find reports on campaigns? What reports are available on campaigns?
4 Reports Analyzing Your Performance Some ques?ons on reports that we ll explore What informa?on is provided by a report? What can I run reports on? What can I do with a report? Campaign level reports Where can I find reports on campaigns? What reports are available on campaigns? level reports Where can I find reports on s? What reports are available on s?
5 Reports Analyzing Your Performance We ll also explore Running each report What each report looks like Usage strategies for each report
6 What informa?on is provided by a report? Reports in Convio provide primarily two kinds of informa?on: Sta?s?cal performance data and metrics Lists of cons?tuents
7 What can I run reports on? You can assemble a report on a single mul?ple s within a campaign a single campaign mul?ple campaigns
8 What can I do with a report? Sta?s?cal performance data and metrics on your s and campaigns allow you to compare performance on a variety of different metrics. Lists of cons?tuents allow you to create groups or even export lists from Convio into excel. Report generated groups allow you to send out addi?onal s to special target groups (i.e. people who clicked on various links, people who did not open the , etc.).
9 Here s our roadmap We ll start by showing you reports on the Campaign level. Then we ll cover reports on the level.
10 Campaign Level Reports
11 Where can I find reports for campaigns? From your home screen in Convio, click on Campaigns under the tab.
12 Where can I find reports for campaigns? Now you should be in what is called Home. No?ce the first tab to the le] which say Home. Also no?ce the Reports tab on the right. Click on the Reports Tab.
![ce the first tab to the le] which say Email Home.](/docs-images/42/13396903/images/page_12.jpg "Also no?ce the Reports tab on the right.")
13 Where can I find reports for campaigns? Now you should be on the Reports page for campaigns. Now click on the dropdown menu next to the Go bu^on to see a list of available reports.
14 Where can I find reports for campaigns? The dropdown should reveal 7 reports you can run on campaigns.
15 What reports are available on campaigns? Reports available to you on campaigns from the Reports page: Campaign Performance Report Campaign Open Report Campaign Response Summary Report Campaign Response Details Report Clickthrough Details Report Clickthrough Summary Report Unsubscribe Details Report
16 Running Campaign Reports Reports available to you on campaigns from the Reports page: Campaign Performance Report Campaign Open Report Campaign Response Summary Report Campaign Response Details Report Clickthrough Details Report Clickthrough Summary Report Unsubscribe Details Report
17 Running Campaign Reports To run a report on a campaign or mul?ple campaigns, you ll need to click on the drop down menu and select a report.
18 Running Campaign Reports Here we ve picked the Campaign Performance Report. Now press the Go bu^on.
19 Running Campaign Reports A]er pressing the Go bu^on, you are presented with a page where you can select one or more campaigns to run a report on. This shows campaigns available from University Rela?ons the campaigns you ll see may differ and are unique to your unit.
20 Running Campaign Reports Here we ve selected four campaigns that are highlighted in blue by holding down the SHIFT key and clicking our selec?on. You can also add them one at a?me. A]er you select a campaign (or campaigns) press the Add bu^on.
21 Running Campaign Reports Once you ve added one or more campaigns, you ll see them show up on the right as shown below. When you are ready, click the Next bu^on.
22 Running Campaign Reports A]er you click the Next bu^on you ll see a screen similar to the one shown below. Here you ll see the campaigns you ve selected for the report. We name the report something meaningful so we can find it easily and then click the Submit Report bu^on.
23 Running Campaign Reports Next you ll see a list of reports. Here we have only one the one we just made. No?ce that it is queued. If there are many reports shown, you may have to search for the report you just created. Click the Refresh bu^on to see if it has been completed. It can take anywhere from seconds to over an hour to finish a report depending on the size of your cons?tuent groups and Convio s server load.
24 Running Campaign Reports Our report is now complete and ready for viewing. Click on the view link to see the report Running reports for s of a campaign follows a similar process. Now let s finally see what these reports look like
25 Campaign Reports Campaign Performance Report
26 Campaign Reports Campaign Open Report We will now select the Campaign Open Report...
27 Campaign Reports Campaign Open Report Possible Uses: Find your most / least engaged cons?tuents for targeted s
28 Campaign Reports Clickthrough Details Report We will now select the Clickthrough Details Report...
29 Campaign Reports Clickthrough Details Report Possible Uses: Send further s to cons?tuents who clicked on a par?cular URL link
30 Campaign Reports Clickthrough Summary Report We will now select the Clickthrough Summary Report...
31 Campaign Reports Clickthrough Summary Report Possible Uses: Find your most / least engaging links and content
32 Campaign Reports Campaign Response Summary Report We will now select the Campaign Response Summary Report...
33 Campaign Reports Campaign Response Summary Report
34 Campaign Reports Campaign Response Details Report We will now select the Campaign Response Details Report...
35 Campaign Reports Campaign Response Details Report
36 Campaign Reports Unsubscribe Details Report We will now select the Unsubscribe Details Report...
37 Campaign Reports Unsubscribe Details Report
38 Level Reports
39 Where can I find reports on s? From your home screen in Convio, click on Campaigns under the tab.
40 Where can I find reports on s? Next, click on the Campaigns tab.
41 Where can I find reports on s? Find the campaign that contains your of interest, and click the Manage link under the ac?ons column for that campaign.
42 Where can I find reports on s? The Deliveries tab and Reports tab both contain reports you can run. First, let s click on the Deliveries tab.
43 Where can I find reports on s? You should see a box containing past deliveries. Click on the Review link of an of interest.
44 Where can I find reports on s? An important report that is available to you for any is the Delivery Recipient Report. Just click on the Deliveries tab and then the Review link of an of interest and you ll see the link on the le] as shown. You can access it from the le] naviga?on area as shown. This report is not available on the Reports page! This can clearly be a bit confusing.
45 Where can I find reports on s? To access most reports for a par?cular , click on the Reports tab next to the Deliveries tab.
46 Where can I find reports on s? The Reports tab should look something like what is shown below.
47 Where can I find reports on s? Click on the drop down menu next to the Go bu^on (i.e. Create a new report ) to see a list of reports you can run.
48 Where can I find reports on s? Please note that the 12 reports shown below are being accessed from within a par?cular campaign in this example Berkeley Online Regular EdiHon. Once you select a report type and press the Go bu^on, you will be able to pick one or more s from this campaign to be analyzed.
49 What reports are available on s? Reports available to you on s from the Reports page: Group Performance Report Message Performance Report Variant Performance Report Message Open Report Clickthrough Details Report Clickthrough Summary Report Response Summary Report Response Details Report Variant Response Summary Report Unsubscribe Details Report Hard Bounce Report So] Bounce Report But don t forget that extra delivery recipient report...
50 What reports are available on s? Reports available to you on s from the Deliveries tab page: Delivery Recipient Report Reports available to you on s from the Reports tab page: Group Performance Report Message Performance Report Variant Performance Report Message Open Report Clickthrough Details Report Clickthrough Summary Report Response Summary Report Response Details Report Variant Response Summary Report Unsubscribe Details Report Hard Bounce Report So] Bounce Report
51 Running Reports To run a report on one or more s from a campaign, you ll need to click on the drop down menu and select a report.
52 Running Reports Here we ve picked the Message Performance Report. Now press the Go bu^on.
53 Running Reports A]er pressing the Go bu^on, you are presented with a page where you can select one or more s to run a report on. This shows s available from within the Berkeley Online Regular EdiHon campaign.
54 Running Reports Here we ve selected three s that are highlighted in blue by holding down the SHIFT key and clicking our selec?on. You can also add them one at a?me. A]er you select an (or s) press the Add bu^on.
55 Running Reports Once you ve added one or more s, you ll see them show up on the right as shown below. When you are ready, click the Next bu^on.
56 Running Reports A]er you click the Next bu^on you ll see a screen similar to the one shown below. Here you ll see the s you ve selected for the report. We name the report something meaningful so we can find it easily and then click the Submit Report bu^on.
57 Running Reports Next you ll see a list of reports. Here we have only one the one we just made. No?ce that it is queued. If there are many reports shown, you may have to search for the report you just created. Click the Refresh bu^on to see if it has been completed. It can take anywhere from seconds to over an hour to finish a report depending on the size of your cons?tuent groups and Convio s server load.
58 Running Reports Our report is now complete and ready for viewing. Click on the view link to see the report Please note that running the Variant Performance, Variant Response Summary and Group Performance reports follow a different procedure (see each report below for details). Now let s finally see what these level reports look like
59 Reports Delivery Recipient Report The Delivery Recipient Report is available on the Deliveries tab by clicking on the link shown below.
60 Reports Delivery Recipient Report
61 Reports Group Performance Report We will now select the Group Performance Report...
62 Reports Group Performance Report This report allows you to compare performance between various groups. We do not cover this report at this?me. If you have ques?ons see Convio documenta?on.
63 Reports Message Performance Report We will now select the Message Performance Report...
64 Reports Message Performance Report
65 Reports Variant Performance Report We will now select the Variant Performance Report...
66 Reports Variant Performance Report This report allows you to compare performance between various variants of a messsage. We do not cover this report at this?me. If you have ques?ons see Convio documenta?on.
67 Reports Message Open Report We will now select the Message Open Report...
68 Reports Message Open Report
69 Reports Clickthrough Details Report We will now select the Clickthrough Details Report...
70 Reports Clickthrough Details Report
71 Reports Clickthrough Summary Report We will now select the Clickthrough Summary Report...
72 Reports Clickthrough Summary Report
73 Reports Response Summary Report We will now select the Response Summary Report...
74 Reports Response Summary Report
75 Reports Response Details Report We will now select the Response Details Report...
76 Reports Response Details Report We do not cover this report at this?me. If you have ques?ons see Convio documenta?on.
77 Reports Variant Response Summary Report We will now select the Variant Response Summary Report...
78 Reports Variant Response Summary Report We do not cover this report at this?me. If you have ques?ons see Convio documenta?on.
79 Reports Unsubscribe Details Report We will now select the Unsubscribe Details Report...
80 Reports Unsubscribe Details Report
81 Reports Hard Bounce Report We will now select the Hard Bounce Report...
82 Reports Hard Bounce Report
83 Reports So] Bounce Report We will now select the So] Bounce Report...
84 Reports So] Bounce Report
85 Download Your Reports Your reports can be downloaded as a spreadsheet (csv file). Click on the download link as shown above.
86 Download Your Reports This is the downloaded csv file seen in excel for the so] bounce report shown previously. Note that you can bring this csv file into your spreadsheet program, manipulate it how you like, and then re upload it into a new Convio group.
87 Download Your Reports No?ce how the screenshot below compares to the previously shown csv file.
88 Report Writer Advanced Repor?ng You can make your own custom reports with Report Writer. You can use it by naviga?ng to Data Management and then Reports. We do not cover Report Writer here. Please see Convio documenta?on for more info.
89 Strategies and Final Thoughts Keep in mind that your report is available on Convio for 199 hours (about 8 days) a]er you create it. 8 days
90 Strategies and Final Thoughts Download your report or make a group with the results (if applicable) if you would like to use the report.
91 Strategies and Final Thoughts Crea?ng groups with Reports is a powerful way to focus your communica?on efforts on cons?tuents mee?ng specific performance related criteria.
92 Strategies and Final Thoughts Don t forget that you can also export and download the report into excel, further manipulate / segment the files there and then re import them back into a Convio group (with the help of the CCI Import Tool). This allows you to create highly granular performance based segmenta?on.
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