Understand campaign reports
Campaign reports track marketing performance and engagement across all your email campaigns. These reports allow your property or brand to:
Monitor email delivery rates, opens, clicks, and unsubscribes for individual campaigns or aggregated campaign data.
Track revenue attribution from email campaigns including reservations booked, room nights, and total revenue.
Measure conversion performance for specialized campaigns such as room upgrades, cart recovery, and save for later features.
Compare campaign performance across multiple time periods to identify trends and optimize future campaigns.
Schedule automated report delivery to stakeholders for regular performance reviews.
Campaign reports provide both summary-level insights across all campaigns and detailed transaction-level data for specific campaign types. All reports support export functionality for additional analysis by operations or marketing teams.
Available campaign reports
Outlined below are the Campaign Reports available in SHR CRM.
Email campaign statistics – Comprehensive statistics for a single email campaign including delivery metrics, engagement rates, and revenue attribution.
Email campaign summary – Aggregated performance comparison across multiple email campaigns within a selected timeframe.
Upgrades summary – Summary of room upgrade campaign performance showing offers sent, accepted, and revenue generated.
Upgrades detail – Transaction-level detail of individual room upgrades including guest information, room types, and pricing.
Cart recovery summary – Summary of cart abandonment recovery campaign performance showing recovery emails sent and resulting bookings.
Cart recovery detail – Transaction-level detail of individual cart recovery conversions.
Save for later summary – Summary of save for later campaign performance tracking guests who saved rates and subsequent conversions.
Save for later detail – Transaction-level detail of save for later conversions.
Before you start
Before accessing campaign reports follow the below to ensure you can access the campaign reports:
Ensure your user role has access to reporting features. Permissions control whether you can view, export, or schedule reports.
Familiarize yourself with the date range you want to analyze. Some reports limit the date range to 90 days.
Note that profile counts within segments may change during campaign execution, which can affect reported totals.
Reports can be exported for additional analysis. Exported reports may contain additional fields not shown in the on-screen report.
Access campaign reports
Follow the steps below to access campaign reports.
From the left navigation menu, click Reports.
Click Campaigns from the left menu categories or select the Campaign Reports tab across the top of the screen.
The available campaign reports display in the main content area.
Email campaign statistics
The email campaign statistics report provides comprehensive statistics for a specific email campaign, including delivery metrics, engagement rates and revenue attribution across multiple time periods.
The email campaign statistics report displays the following information:
Email information:
Email ID – Email campaign identifier stored in the system.
Email name – Campaign name as configured in the CRM.
Email subject – Email subject line sent to recipients.
Email description – Campaign description for internal reference.
Overall statistics:
Total sent – Total emails sent across all campaign executions.
Total delivered – Total emails successfully delivered.
Total opened – Total emails opened by recipients.
Total clicked – Total link clicks across all emails.
Total bounced – Total bounced emails.
Total unsubscribed – Total unsubscribes resulting from the campaign.
Selected timeframe statistics:
Sent count – Emails sent during the selected reporting period.
Delivered count – Emails delivered during the reporting period.
Opened count – Emails opened during the reporting period.
Open rate – Open rate percentage.
Click count – Link clicks during the reporting period.
Click rate – Click rate percentage.
Unique clicks – Unique click count.
Opt Out count – Unsubscribes during the reporting period.
Opt Out percent – Unsubscribe rate.
Reservation metrics:
Booked reservations – Reservations booked attributed to the campaign.
Booked nights – Room nights booked.
Booked revenue – Revenue from bookings.
Cancelled reservations – Cancelled reservations.
Cancelled nights – Cancelled room nights.
Cancelled revenue – Lost revenue from cancellations.
Net reservations – Net reservations: Booked reservation minus cancellations.
Net nights – Net room nights.
Net revenue – Net revenue.
Daily engagement by week:
Daily opens – Opens per day broken down by week.
Daily clicks – Clicks per day broken down by week.
Run email campaign statistics report
Follow the steps below to run the email campaign statistics report.
From the left navigation menu, click CRM Reports.
Click Campaign Reports.
Click Email Campaign Statistics.
Select the Campaign from the dropdown menu.
This is a required selection, select the specific email campaign to analyze. The dropdown displays all campaigns created in the system.
Select the Begin Date for the reporting period.
This is a required selection, this date filters the selected timeframe statistics section only.
Select the End Date for the reporting period.
This is a required selection, this date filters the selected timeframe statistics section only.
Click Run Report.
Click Export to download the report as a CSV file.
📌Note: The begin date and end date define the selected timeframe statistics section. Overall statistics reflect all-time performance for the campaign.
Email campaign summary
The email campaign summary report provides aggregated performance comparison across multiple email campaigns within a selected timeframe. This report displays summary statistics for each campaign and calculates averages across all campaigns.
The email campaign summary report displays the following information:
Per campaign:
Subject – Email subject line.
Description – Campaign description.
Open percent – Open rate percentage.
Delivered – Number of emails delivered.
Referred to as SuccessCount in the system.
Opt Out percent – Unsubscribe rate.
Clicks – Total clicks.
Referred to as hits in the system.
Reserved – Reservations booked attributed to the campaign.
Nights – Room nights booked.
Referred to as RoomNights in the system.
Revenue – Total revenue attributed to the campaign.
Summary statistics:
Total blasts – Number of campaigns in the reporting period.
Average open percent – Average open rate across all campaigns.
Average delivered – Average delivered count across all campaigns.
Average Opt Out percent – Average unsubscribe rate across all campaigns.
Average clicks – Average clicks across all campaigns.
Average reserved – Average reservations across all campaigns.
Average nights – Average room nights across all campaigns.
Average revenue – Average revenue across all campaigns.
Total delivered – Total emails delivered across all campaigns.
Total clicks – Total clicks across all campaigns.
Total reserved – Total reservations across all campaigns.
Total nights – Total room nights across all campaigns.
Total revenue – Total revenue across all campaigns.
Run email campaign summary report
Follow the steps below to run the email campaign summary report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Email Campaign Summary.
Select the Begin Date for the reporting period.
This is a required field only campaigns sent on or after this date are included.
Select the End Date for the reporting period.
This is a required field only campaigns sent on or before this date are included. Maximum 90-day range allowed.
Click Run Report.
Click Export to download the report as a CSV file.
📌Note: The date range for this report is limited to 90 days maximum.
Upgrades summary report
The upgrades summary report provides summary statistics for room upgrade campaign performance. This report shows upgrade offers sent, accepted, and resulting revenue for properties using the reservation upsell automation feature.
Report output fields
The upgrades summary report displays the following information:
Upgrade revenue – Total revenue generated from upgrades.
Upgrade count – Number of upgrades completed.
Upgrade opens – Number of upgrade offer emails opened.
Upgrade sent – Number of upgrade offers sent.
Average upgrade revenue – Average revenue per upgrade.
Conversion ratio – Percentage of offers that converted to completed upgrades.
Upgrade click – Total clicks on upgrade offer emails.
Upgrade unique click – Unique clicks on upgrade offer emails.
Chart data:
Upgrade revenue by month – Monthly revenue trend chart.
Upgrade sent by month – Monthly sent count trend chart.
Run upgrades summary report
Follow the steps below to run the upgrades summary report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Upgrades Summary.
Select the Begin Date for the reporting period.
This is a required field. Filters based on the date upgrade offers were sent.
Select the End Date for the reporting period.
This is a required field. End date for the reporting period.
Select the Property from the dropdown menu.
This is an optional filter. Filter results to a specific hotel property.
Leave blank to include all properties.
Click Run Report.
Click Export to download the report as a CSV file.
📌Note: This report is only available for properties using the reservation upsell automation feature.
Upgrades detail report
The upgrades detail report provides transaction-level detail for individual room upgrades, showing guest information, room types, pricing and upgrade amounts.
Report output fields
The upgrades detail report displays the following information:
Guest name – Guest's full name.
Member ID – Loyalty program member ID.
Hotel name – Property name where the upgrade occurred.
Arrival date – Formatted arrival date.
Sent date – Date the upgrade offer email was sent.
Origin room type – Original room type before upgrade.
New room type – Upgraded room type.
Room revenue – Original room revenue before upgrade.
Upgraded room revenue – New room revenue after upgrade.
Difference – Revenue difference accounting for the upgrade amount charged.
Amount service – Original service amount before upgrade.
Upgraded amount service – Service amount after upgrade.
Total stay amount – Total stay amount before upgrade.
Revenue – Total revenue after upgrade.
Currency ID – Currency identifier.
Run upgrades detail report
Follow the steps below to run the upgrades detail report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Upgrades Detail.
Select the Begin Date for the reporting period.
This is a required field. Filters based on the date upgrade offers were sent or upgrades were completed.
Select the End Date for the reporting period.
This is a required field.
Select the Property from the dropdown menu.
This is an optional filter. Filter results to a specific hotel property.
Leave blank to include all properties.
Click Run Report.
Click Export to download the report as a CSV file.
Cart recovery summary
The cart recovery summary report provides summary statistics for cart abandonment recovery campaign performance. This report shows recovery emails sent and resulting bookings for properties using the cart abandonment recovery feature.
Report output fields
The cart recovery summary report displays the following information:
Cart abandonment revenue – Total revenue recovered through cart recovery campaigns.
Cart abandonment booking count – Number of bookings recovered.
Cart abandonment opens count – Number of recovery emails opened.
Cart abandonment sent count – Number of recovery emails sent.
Average cart abandonment revenue – Average revenue per recovery.
Conversion ratio – Recovery conversion rate.
This is the percentage of sent emails that resulted in bookings.
Cart abandonment click – Total clicks on recovery emails.
Cart abandonment unique click – Unique clicks on recovery emails.
Deduplicated by recipient.
Chart data:
Cart abandonment revenue by month – Monthly revenue trend chart.
Cart abandonment sent by month – Monthly sent count trend chart.
Run cart recovery summary report
Follow the steps below to run the cart recovery summary report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Cart Recovery Summary.
Select the Begin Date for the reporting period.
This is a required field. Filters based on the date recovery emails were sent.
Select the End Date for the reporting period.
This is a required field.
Select the Property from the dropdown menu.
This is an optional filter. Filter results to a specific hotel property.
Leave blank to include all properties.
Click Run Report.
Click Export to download the report as a CSV file.
📌Note: This report is only available for properties using the cart abandonment recovery feature.
Cart recovery detail report
The cart recovery detail report provides transaction-level detail for individual cart recovery conversions, showing guest information, arrival dates, and revenue recovered.
Report output fields
The cart recovery detail report displays the following information:
Guest name – Guest's full name.
Member ID – Loyalty program member ID.
Hotel name – Property name where the booking was recovered.
Arrival date – Formatted arrival date.
Sent date – Date the recovery email was sent.
Room revenue – Room revenue from the recovered booking.
Service amount – Service/add-on amount from the recovered booking.
Revenue – Total revenue from the recovered booking.
Currency ID – Currency identifier.
Day in – Raw arrival date value.
Operate time – Operation timestamp.
Run cart recovery detail report
Follow the steps below to run the cart recovery detail report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Cart Recovery Detail.
Select the Begin Date for the reporting period.
This filter is required. Filters based on the date recovery emails were sent or bookings were recovered.
Select the End Date for the reporting period.
This filter is required.
Select the Property from the dropdown menu.
This filter is optional. Filter results to a specific hotel property.
Leave blank to include all properties.
Click Run Report.
Click Export to download the report as a CSV file.
📌Note: This report is only available for properties using the Cart Abandonment Recovery feature.
Save for later summary report
The save for later summary report provides summary statistics for save for later campaign performance. This report tracks guests who saved rates or rooms for later and subsequent conversions.
Report output fields
The save for later summary report displays the following information:
Save for later revenue – Total revenue from conversions.
Save for later booking count – Number of bookings from save for later campaigns.
Save for later opens count – Number of save for later emails opened.
Save for later sent count – Number of save for later emails sent.
Average save for later revenue – Average revenue per conversion.
Conversion ratio – Conversion rate.
The percentage of sent emails that resulted in bookings.
Save for later click – Total clicks on save for later emails.
Save for later unique click – Unique clicks on save for later emails.
Chart data:
Save for later revenue by month – Monthly revenue trend chart.
Save for later sent by month – Monthly sent count trend chart.
Run save for later summary report
Follow the steps below to run the save for later summary report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Save for Later Summary.
Select the Begin Date for the reporting period.
This is a required field. Filters based on the date save for later emails were sent.
Select the End Date for the reporting period.
This is a required field.
Select the Property from the dropdown menu.
This is an optional filter. Filter results to a specific hotel property.
Leave blank to include all properties.
Click Run Report.
Click Export to download the report as a CSV file.
📌Note: This report is only available for properties using the Save for Later feature.
Save for later detail report
The save for later detail report provides transaction-level detail for save for later conversions, showing guest information, arrival dates, and revenue from converted bookings.
Report output fields
The save for later detail report displays the following information:
Guest name – Guest's full name.
Member ID – Loyalty program member ID.
Hotel name – Property name where the booking was completed.
Arrival date – Formatted arrival date.
Sent date – Date the save for later email was sent.
Room revenue – Room revenue from the booking.
Service amount – Service or add-on amount from the booking.
Revenue – Total revenue from the booking.
Currency ID – Currency identifier.
Run save for later detail report
Follow the steps below to run the save for later detail report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Save for Later Detail.
Select the Begin Date for the reporting period.
This is a required field. Filters based on the date save for later emails were sent or bookings were completed.
Select the End Date for the reporting period.
This is a required field.
Select the Property from the dropdown menu.
This is an optional field. Filter results to a specific hotel property.
Leave blank to include all properties.
Click Run Report.
Click Export to download the report as a CSV file.
📌Note: This report is only available for properties using the Save for Later feature.
Schedule campaign reports
You can schedule any campaign report for automated delivery to specified recipients. Scheduled reports run at the configured frequency and send results via email.
Schedule email campaign statistics report
Follow the steps below to schedule the email campaign statistics report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Email Campaign Statistics.
Select the Campaign from the dropdown menu.
Select the Begin Date for the reporting period.
Select the End Date for the reporting period.
Click Schedule Report.
Complete the following fields:
Report name
This is a required field. Enter a descriptive name for the scheduled report.
Time zone
This is a required field. Select the time zone for report execution.
Frequency
This is a required field.
Select one of the following options:
Daily – Report runs every day at the specified time.
Weekly – Report runs once per week on the selected day.
Monthly – Report runs once per month on the selected date.
Start date or time
This is a required field.
Select the date and time for the first report execution.
End date
This is an optional field.
Select an end date if the scheduled report should stop automatically.
Leave blank to run indefinitely.
Recipient emails
This is a required field.
Enter email addresses separated by commas.
Recipients will receive the report as a CSV attachment.
Click Save.
The scheduled report is now active and will run at the configured frequency.
📌Note: Scheduled reports can be modified or deactivated at any time. User permissions control who can create, view, and modify scheduled reports.
Schedule email campaign summary report
Follow the steps below to schedule the email campaign summary report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Email Campaign Summary.
Select the Begin Date for the reporting period.
Select the End Date for the reporting period.
Click Schedule Report.
Complete the following fields:
Report name
This field is required.
Enter a descriptive name for the scheduled report.
Time zone
This field is required.
Select the time zone for report execution.
Frequency
This field is required.
Select one of the following options:
Daily – Report runs every day at the specified time. The date range adjusts automatically based on the configured rolling window.
Weekly – Report runs once per week on the selected day.
Monthly – Report runs once per month on the selected date.
Start date or time
This field is required.
Select the date and time for the first report execution.
End date
This field is optional.
Select an end date if the scheduled report should stop automatically.
Leave blank to run indefinitely.
Rolling date range
This field is required.
Specify how the date range should adjust with each execution:
Last seven days – Report includes data from the previous seven days.
Last 30 days – Report includes data from the previous 30 days.
Last 90 days – Report includes data from the previous 90 days.
Month to date – Report includes data from the first day of the current month.
Previous month – Report includes data from the entire previous month.
Recipient emails
This field is required.
Enter email addresses separated by commas.
Recipients will receive the report as a CSV attachment.
Click Save.
The scheduled report is now active and will run at the configured frequency.
📌Note: The Email Campaign Summary report supports rolling date ranges for scheduled reports. The Begin Date and End Date adjust automatically based on the selected rolling window.
Schedule upgrades summary report
Follow the steps below to schedule the upgrades summary report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Upgrades Summary.
Select the Begin Date for the reporting period.
Select the End Date for the reporting period.
Select the Property from the dropdown menu.
This is an optional filter.
Click Schedule Report.
Complete the following fields:
Report name
This field is required.
Enter a descriptive name for the scheduled report.
Time zone
This field is required.
Select the time zone for report execution.
Frequency
This field is required.
Select one of the following options:
Daily – Report runs every day at the specified time. The date range adjusts automatically based on the configured rolling window.
Weekly – Report runs once per week on the selected day.
Monthly – Report runs once per month on the selected date.
Start date or time
This field is required.
Select the date and time for the first report execution.
End date
This field is optional.
Select an end date if the scheduled report should stop automatically.
Leave blank to run indefinitely.
Rolling date range
This is an optional field.
Specify how the date range should adjust with each execution. Options include last seven days, last 30 days, month to date, or previous month.
Property filter
This is an optional field.
The property selected when scheduling the report is saved and applied to each execution. Leave blank to include all properties.
Recipient emails
This is a required field.
Enter email addresses separated by commas. Recipients will receive the report as a CSV attachment.
Click Save.
The scheduled report is now active and will run at the configured frequency.
Schedule upgrades detail report
Follow the steps below to schedule the upgrades detail report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Upgrades Detail.
Select the Begin Date for the reporting period.
Select the End Date for the reporting period.
Select the Property from the dropdown menu.
This is an optional filter.
Click Schedule Report.
Complete the following fields:
Report name
This field is required.
Enter a descriptive name for the scheduled report.
Time zone
This field is required.
Select the time zone for report execution.
Frequency
This field is required.
Select one of the following options:
Daily – Report runs every day at the specified time. The date range adjusts automatically based on the configured rolling window.
Weekly – Report runs once per week on the selected day.
Monthly – Report runs once per month on the selected date.
Start date or time
This field is required.
Select the date and time for the first report execution.
End date
This field is optional.
Select an end date if the scheduled report should stop automatically.
Leave blank to run indefinitely.
Rolling date range
This is an optional field.
Specify how the date range should adjust with each execution. Options include last seven days, last 30 days, month to date, or previous month.
Property filter
This is an optional field.
The property selected when scheduling the report is saved and applied to each execution. Leave blank to include all properties.
Recipient emails
This is a required field.
Enter email addresses separated by commas. Recipients will receive the report as a CSV attachment.
Click Save.
The scheduled report is now active and will run at the configured frequency.
Schedule cart recovery summary report
Follow the steps below to schedule the cart recovery summary report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Cart Recovery Summary.
Select the Begin Date for the reporting period.
Select the End Date for the reporting period.
Select the Property from the dropdown menu.
This is an optional filter.
Click Schedule Report.
Complete the following fields:
Report name
This field is required.
Enter a descriptive name for the scheduled report.
Time zone
This field is required.
Select the time zone for report execution.
Frequency
This field is required.
Select one of the following options:
Daily – Report runs every day at the specified time. The date range adjusts automatically based on the configured rolling window.
Weekly – Report runs once per week on the selected day.
Monthly – Report runs once per month on the selected date.
Start date or time
This field is required.
Select the date and time for the first report execution.
End date
This field is optional.
Select an end date if the scheduled report should stop automatically.
Leave blank to run indefinitely.
Rolling date range
This is an optional field.
Specify how the date range should adjust with each execution. Options include last seven days, last 30 days, month to date, or previous month.
Property filter
This is an optional field.
The property selected when scheduling the report is saved and applied to each execution. Leave blank to include all properties.
Recipient emails
This is a required field.
Enter email addresses separated by commas. Recipients will receive the report as a CSV attachment.
Click Save.
The scheduled report is now active and will run at the configured frequency.
Schedule cart recovery detail report
Follow the steps below to schedule the cart recovery detail report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Cart Recovery Detail.
Select the Begin Date for the reporting period.
Select the End Date for the reporting period.
Select the Property from the dropdown menu.
This is an optional filter.
Click Schedule Report.
Complete the following fields:
Report name
This field is required.
Enter a descriptive name for the scheduled report.
Time zone
This field is required.
Select the time zone for report execution.
Frequency
This field is required.
Select one of the following options:
Daily – Report runs every day at the specified time. The date range adjusts automatically based on the configured rolling window.
Weekly – Report runs once per week on the selected day.
Monthly – Report runs once per month on the selected date.
Start date or time
This field is required.
Select the date and time for the first report execution.
End date
This field is optional.
Select an end date if the scheduled report should stop automatically.
Leave blank to run indefinitely.
Rolling date range
This is an optional field.
Specify how the date range should adjust with each execution. Options include last seven days, last 30 days, month to date, or previous month.
Property filter
This is an optional field.
The property selected when scheduling the report is saved and applied to each execution. Leave blank to include all properties.
Recipient emails
This is a required field.
Enter email addresses separated by commas. Recipients will receive the report as a CSV attachment.
Click Save.
The scheduled report is now active and will run at the configured frequency.
Schedule save for later summary report
Follow the steps below to schedule the save for later summary report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Save for Later Summary.
Select the Begin Date for the reporting period.
Select the End Date for the reporting period.
Select the Property from the dropdown menu.
This is an optional filter.
Click Schedule Report.
Complete the following fields:
Report name
This field is required.
Enter a descriptive name for the scheduled report.
Time zone
This field is required.
Select the time zone for report execution.
Frequency
This field is required.
Select one of the following options:
Daily – Report runs every day at the specified time. The date range adjusts automatically based on the configured rolling window.
Weekly – Report runs once per week on the selected day.
Monthly – Report runs once per month on the selected date.
Start date or time
This field is required.
Select the date and time for the first report execution.
End date
This field is optional.
Select an end date if the scheduled report should stop automatically.
Leave blank to run indefinitely.
Rolling date range
This is an optional field.
Specify how the date range should adjust with each execution. Options include last seven days, last 30 days, month to date, or previous month.
Property filter
This is an optional field.
The property selected when scheduling the report is saved and applied to each execution. Leave blank to include all properties.
Recipient emails
This is a required field.
Enter email addresses separated by commas. Recipients will receive the report as a CSV attachment.
Click Save.
The scheduled report is now active and will run at the configured frequency.
Schedule save for later detail report
Follow the steps below to schedule the save for later detail report.
From the left navigation menu, click Reports.
Click Campaigns.
Click Save for Later Detail.
Select the Begin Date for the reporting period.
Select the End Date for the reporting period.
Select the Property from the dropdown menu (optional filter).
Click Schedule Report.
Complete the following fields:
Report name
This field is required.
Enter a descriptive name for the scheduled report.
Time zone
This field is required.
Select the time zone for report execution.
Frequency
This field is required.
Select one of the following options:
Daily – Report runs every day at the specified time. The date range adjusts automatically based on the configured rolling window.
Weekly – Report runs once per week on the selected day.
Monthly – Report runs once per month on the selected date.
Start date or time
This field is required.
Select the date and time for the first report execution.
End date
This field is optional.
Select an end date if the scheduled report should stop automatically.
Leave blank to run indefinitely.
Rolling date range
This is an optional field.
Specify how the date range should adjust with each execution. Options include last seven days, last 30 days, month to date, or previous month.
Property filter
This is an optional field.
The property selected when scheduling the report is saved and applied to each execution. Leave blank to include all properties.
Recipient emails
This is a required field.
Enter email addresses separated by commas. Recipients will receive the report as a CSV attachment.
Click Save.
The scheduled report is now active and will run at the configured frequency.
Manage scheduled reports
Follow the steps below to view, modify, or deactivate scheduled reports.
From the left navigation menu, click Reports.
Click Scheduled Reports.
The scheduled reports screen displays all scheduled reports with their status, frequency, and next run time.
Click any scheduled report to view details, modify settings, or deactivate the schedule.
📌Note: User permissions control access to scheduled reports. Depending on your role, you may have no access, read-only access, or full access to create and modify scheduled reports.
Frequently asked questions
Outlined below are a list of frequently asked questions about campaign reports.
Why do profile counts within segments change during campaign execution?
Profile counts may change between when a campaign is configured and when it executes because guests can be added to or removed from segments through profile updates, segment rule changes, or bulk imports. The report reflects the actual number of profiles that were in the segment when the campaign sent.
Can I export Campaign Reports for additional analysis?
Yes. All Campaign Reports support export functionality. Click export when viewing a report to download the data as a CSV file. Exported reports may contain additional fields not shown in the on-screen report.
What is the maximum date range for the Email Campaign Summary report?
The email campaign summary report is limited to a 90-day date range. For analysis spanning longer periods, run multiple reports or use scheduled reports with rolling date ranges.
How do rolling date ranges work in scheduled reports?
Rolling date ranges automatically adjust the Begin Date and End Date for each report execution. For example, if you schedule a report with a last 30 days rolling date range, each execution includes data from the previous 30 days relative to the execution date.
What is the difference between clicks and unique clicks?
Clicks represent the total number of times links were clicked in an email, including multiple clicks by the same recipient. Unique clicks deduplicate by recipient, counting only one click per recipient regardless of how many times they clicked.
How is revenue attributed to email campaigns?
Revenue attribution tracks reservations made through links in campaign emails. The attribution window determines how many days after the email send a reservation can be counted. Reservations made outside the attribution window are not included in campaign revenue metrics.
Can I schedule reports for properties I don't have access to?
No. Scheduled reports respect user permissions. You can only schedule reports for properties and data you have access to view. Reports sent to recipients also respect their individual access permissions.
What happens if a scheduled report fails to run?
If a scheduled report fails to execute due to system errors or data issues, an error notification is sent to the configured recipient emails. The report schedule remains active and will attempt to run at the next scheduled time.
Can I modify a scheduled report after it's been created?
Yes. Navigate to reports and click scheduled reports and select the report you want to modify. You can update any configuration settings including frequency, date range, filters, and recipient emails. Changes take effect immediately and apply to the next scheduled execution.