Using the filter function in a report

Contents

Filtering by address book
Filtering by queries (segments)
Applying a custom filter
Other filters
   » Filtering by dynamic content
   » Filtering by split test variation
Removing a filter

Summary

When you select a campaign's report, the default view shows results for all sends in the campaign.


You are able to filter the results by clicking on our filter function, which can be found in the top right of the screen (in this case above the conversion funnel).

When this filter function is selected, window will display with the various filter types.

Filtering by address book

The first option is to filter By address book. From the dropdown, select the address book you would like to filter by and click Apply filter.

Note that this will filter based upon the address books that the contact is currently in, not the address book that they were in at the time of the send.

Filtering by queries (segments)

The second option is to filter by Queries (segments). From the dropdown, select the segment you would like to filter by and click Apply filter.

Applying a custom filter

The last option is to create a Custom filter. Use the Add filter link to create your query by selecting contact data fields from your address books. For example, you may have emailed all contacts but wish to view only the results for 'females'. After selecting a contact data field, you will next need to select an operator (e.g. 'equal to') and then enter a value (e.g. 'female').

If you want to add another filter in order to create a multiple line filter (i.e. a filter with more than one set of criteria), then you'll need to click on Add filter again.

When you're happy with everything, make sure all of your filters are saved (using the save icon) and then click on Apply filter

Other filters

If the campaign contains dynamic content, or is a split test, then you'll also have the options to filter by these variations.

Filtering by dynamic content

To filter on dynamic content variations, click on Dynamic content, choose the dynamic content block and its variation to filter on from the dropdowns and then click Apply filter

Filtering by split test variation

To filter on split test variations, click on Split test variation, choose either A, B, C, etc., from the dropdown and then click Apply filter

Removing a filter

To remove the filter once you've applied it, just click on the red cross in the filter function tab.

Have more questions? Submit a request

Comments

  • Avatar

    Hi,

    Is it not possible to re-include the "Removes" section from the standard reporting whenever you filter on an address book/custom filter etc as its a shame that this data is no longer included.  

    When sending out a national campaign and then reporting back to individual Dealers/Retailers/Stores they are interested to know how many emails Hard/Soft bounced etc not just finding out how many people interacted with the email.

  • Avatar

    Completely agree, Jon. I've had so much trouble collating the reporting stats from dotMailer into one document that I've actually gone to the length of creating an Excel template that pulls all the info from the 'Print Report' together into a branded PDF. However, as you say, filtering a report removes some of the most useful information, and it now means that my report template won't work!

     

    dotMailer really need to work on their reporting tool. It seems a lot of people want the ability to produce a high quality report within dotMailer, but still nothing. A lot of the social media tools (like Hootsuite) have great custom report building tools - why not ESPs?!

  • Avatar

    Hi Jon,

    The reason the 'removes' section isn't available after filters is that the filters are based on the address books the contacts are currently in, not on the address books that they were in at time of send.

    We've got a discussion going on about this in the feature request section at: https://support.dotmailer.com/entries/22587067-filters-on-removed-report-more-reports-for-filters-please

    Do add your vote to the request if you think it would be useful.

    Best wishes,

    Stoo

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