How Would You Build This Report?

[Anonymous]

Hey gang,

I'm trying to build a report for our customer success team and it's a head scratcher. They basically want a report that shows how much our customer base interacts with our emails. They want a report that breaks down email clicks and opens by company. They want this report to be one of several indicators that indicates an at-risk customer.

The email report I've built only pulls from our customers and the email campaigns I care about, but doesn't give me company or individual level detail. Any ideas here?

Thanks!

[Anonymous]

Hi Justin,

Email Analysis in Revenue Explorer can provide the info you're looking for.  See example below.



Please note that it's a best practice to add time and email filters to the report for better performance.

Let me know if you have any questions.

TJ