Beta Email Reporting

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From the Email menu, choose Email Reporting in the far right panel/column.

Fly Out Navigation 

  • Facilitates quick navigation between beta email reporting sections through three parallel bar menu icon


Filters and Opens by Device

  • The default date range is the last thirty days but this filter can be modified to a range of your choosing. Data before January 2016 cannot be retrieved in this view.
  • The subscription category filter auto-completes and you can only select one category filter at a time.
  • Opens by Device will show the top 4 device types and then aggregate the remainder into the "other" percent which also includes unidentifiable devices.
  • Device types include Mobile Phone, Mobile Device, Tablet, Desktop, and Other.
  • The Google mail app does not pass a user agent string so it can't be classified.


Cross Email Metrics

  • Definitions for new metrics are provided below including: Audience Size, Campaign Count, and Unsubscribes. (There is a known issue with Audience size which is causing it to be excluded.)
  • The filters discussed above will impact the metrics.


Recently Deployed Emails

  • For administrators who want to quickly view or compare the last five messages in a series.
  • The 5 most recent Email Marketing messages are displayed with summary metrics.
  • The messages shown change based on which category and date filters are applied (discussed above).
  • Clicking export table downloads a csv of the visible metrics.
  • Percents are included in unique export columns.



Exports in Beta Email Reporting give administrators the ability to store and distribute performance metrics.


Clicking the camera icon on the grey footer downloads a PNG file to your computer that is a scaled snapshot of the reporting content page you are viewing. The PNG is great for printing, sharing as is, or cropping for inclusion in reports.


Clicking the blue "Export Table" button on any drill down report will download a CSV file to your computer. Columns and values represent all data in the results grid. The export includes limiting values to any search terms applied. Recipient details (name, constituent ID, class year) will be present in the CSV if the data is available in the results grid.

For more information, refer to the Beta Email Reporting Exports Frequently Asked Questions.

All Emails List

  • The All Emails list served as the Beta Reporting "Home" until the dashboard view was added on May 16, 2017.
  • In near-real time without refreshing the page, newly sent emails will appear in the list.
  • A Search box is included so admins can find an email for which you would like to view metrics.
  • Just click an email name to view detailed metrics for that message.

Email Detail View

  • Metrics appear as they are received, in near-real time without refreshing the page.
  • Displays two rows of key metric call-outs which highlight various counts and percents for an email.
    • Compare Open Rate to Peers links to the Engagement Activity Graph.
    • The formula for each donut chart rate is listed below the percent.
    • The key metric call-outs are clickable and resolve to drill-down reports. IMPORTANT: For the non-beta product, drill down reports will only be available for 90 days following the send date of the email.
  • Displays email details such as Email Name, Date Sent, and Email Category to provide context.
  • The Activity quadrant 
    • Highlights response metrics each hour after sending
    • Will show a graph of Opens By Device after the July 2017 release. (NEW)


Why don't all the numbers match non-beta email reporting?

We've redefined some metrics. For example, the addition of the "Delivered" metric allows us to calculate rates in a more statistically relevant fashion (based on confirmed delivered emails, not just total sent). If you are concerned that we might have made a mistake in beta reporting calculations, do not contact application support. Submit issues through the Report a Problem Form. See the New Reporting Metrics Definitions below for more information.

New Reporting Metrics Definitions

Audience Size:
  • Sum of unique delivery actions for a given time frame on the cross email metrics dashboard. For audience size, a unique recipient is defined by the combination of iModules MemberID (MID) and email address.
  • There is a known issue with Audience size which is causing it to be excluded.

Adjusted Unique Click through Rate

  • Adjusted Unique Click through Rate = (unique clicks ÷ unique opens) * 100
  • This is a new metric

Bounce Rate

  • Bounce Rate = Total number of bounced emails ÷ Number of emails sent) * 100
  • Deferrals are EXCLUDED from bounce count since they will resolve to a bounce or deliver.
Campaign Count:
  • The sum of unique campaigns sent during a given time frame on the cross email metrics dashboard. For recurring emails, each recurrence is counted separately.


  • Click = number of times any recipient clicks on any link within the email where tracking is active.

Click through Rate or Click to Delivery Rate

  • Click Through Rate = (Total clicks ÷ Number of delivered emails) * 100
  • This is a revised metric

Conversion Rate

  • What It Is: The percentage of email recipients who clicked on a link within an email and completed a desired action
  • Conversion Rate = (Number of people who completed the desired action ÷ Number of total emails delivered) * 100
  • This is a new metric


  • Delivered = 200 response from server
  • This is a new metric
  • Note: Delivered DOES NOT imply inbox placement

Delivery Rate

  • Delivery Rate = ((Total number of delivered emails - bounces) ÷ Number of emails sent) * 100

Open Rate

  • Open Rate = (Total number unique opened ÷ Number of messages delivered) * 100
  • This is a revised metric


  • Open = tracking pixel loaded
  • Note: If click is logged but no open is present, open is added to statistics. In this way we adjust counts for when image blocking is in place.


  • Sent = Delivered + Bounces
  • This is a revised metric
  • Note: In future we plan to define this as UNIQUE Delivered + UNIQUE Bounces

Unique Clicks

  • For a given recipient, only the first hyperlink they click on is represented in the unique click count.  This prevents the Adjusted Unique Click through Rate from exceeding 100%


  • Sum of unsubscribe actions for a given time frame on the cross email metrics dashboard. If one recipient unsubscribes from multiple email categories each unsubscribe request is counted separately.


Beta Email Reporting FAQs

Please visit the Beta Email Reporting FAQ page for more information.




Have more questions? Submit a request