Report Builder Overview

This article describes an upcoming Mixmax feature that will be made available in a phased rollout occurring through September, 2020. It will be automatically added to your Mixmax dashboard once available. 

Running Reports

To create a report click Report Builder in the Reports Dashboard. 

Use the drop down menus at the top of the dashboard to select the type of report you wish to create. Some reports also have subtopics that can be used. All reports include an option to specify a date range. 

Below is a list of report types, along with any subtypes available. 

Report types

  • Sequences - Create a report based on sequences.
    • Sequences - The Sequences subtype sorts the report based on individual sequences your workspace has sent. 
    • Recipients - The Recipients subtype sorts the report based on recipients who have received a sequence.
    • Domains - The Domains subtype sorts the report by grouping all recipients at a domain who have received a sequence.
  • Templates - Create a report based on templates created by your Workspace
  • Users - Create a report based on Users in your Mixmax workspace
    • Messages - The Messages subtype sorts the report based on the number of emails each member of the workspace sent
    • Meetings - The Meetings subtype sorts the report based on the number of meetings booked by each member of the workspace
  • Groups - Create a report based on Mixmax Workspace groups
    • Messages - The Messages subtype reports on the number of messages all members of the group have sent
    • Meetings  - The Meetings subtype reports on the number of meetings all members of the group have booked using MIxmax
  • Messages - Create a report based on the Emails sent by members of your Workspace
  • Meetings - Create a report based on Meetings booked with Members of the Mixmax Workspace
  • Delegators - Create a report of emails sent using delegated sending in Mixmax. 
  • Customers - Create a report based on recipients who have received emails from members of your workspace.
    • Recipients - The Recipients subtype reports based on individual recipients. 
    • Domains - The Domains subtype reports on all recipients at a domain 

(Optional) Advanced Filters

Advanced filters allow you to further narrow down the results of your report. Advanced filters allow you to filter based on recipient, sender, content type, and more. Click the Advanced Filters button to see a list of available filters for the report type you’re using. 

(Optional) Add/Remove Data Columns

You can adjust the data columns that appear in your report.  This allows you to add additional data fields or remove fields that are not relevant to your report.  Click Add & Remove Columns and use the checkboxes to add and remove data columns. 

The available data columns depends on your report type, below are some commonly used options:

  • Name - Name of the sequence, template, or recipient. 
  • Scheduled (#) - Number of scheduled emails
  • Sent (#) - Total number of emails sent 
  • Opened (#) - Total number of emails opened
  • Clicked (#) - Total number of tracked links clicked
  • Downloaded (#) - Total number of tracked attachments downloaded
  • Replied (#) - Total number of emails that were replied to
  • Bounce (#) - Total number of bounced emails
  • Open (%) - Percentage of total number of tracked emails that were opened
  • Click (%) - Percentage of total number of tracked links that were clicked
  • Download (%) - Percent of tracked attachments that were downloaded
  • Reply (%) - Percentage of emails that received a reply
  • Bounce (%) - Percentage of emails that bounced 
  • RSVP yes (#) - Total number of recipients who booked a Mixmax meeting using a calendar invite
  • RSVP no (#) - Total number of recipients who declined a Mixmax calendar invite
  • RSVP no response (#) - Total number of calendar invites that did not receive a response
  • Unsubscribes (#) - Total number of recipients who unsubscribed from a sequence
  • Exited - Total number of recipients who have exited a sequence
  • Due - Total number of open tasks in a sequence
  • Active - Total number of active recipients in a sequence
  • Owner - Displays the owner of a shared asset, such as sequences and templates

Run and Save your report

Click the Run button to generate your report. 

Once your report has been generated you can save the report using the Save Report button  Saved reports appear in the panel on the left side of the dashboard and allow you to quickly view the report again in the future.

Note: Saved reports are generated each time you view the report.  Saved reports are not a snapshot in time.  If you wish to save your report in its current state, please see the section below, Download your Report.

Download your Report

You can download and save your report as a CSV file by clicking “Download CSV” button. Downloaded CSV files let you import your data into another application, or create a snapshot of your report at the time of creation. 

Delete, copy, and share your report

To delete a saved report, hover your mouse over the report and click the X button, or you can select the report and use the trash can icon at the top of the report page. 

To make a copy of your report, click the copy button at the top of the report.

To share your report with members of your Workspace, click the share button at the top of the report.  

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