Overview

Reporting provides users with email reporting metrics at the flow level alongside conversion and revenue data. Reports will allow you to easily compare performance across different campaigns Reporting is currently only available for SendGrid campaigns. Reports are available for export to CSV.

How to Use Reports

Configure a report

Navigate to Reports under the right hand side menu. Note: you must be a Sendgrid user to have Reports enabled.

To create a new report, click create new report located on the top right of the page.

To start creating a report, input a name. Next, select a frequency for the report. This will determine how frequently the report will be generated. The options are: daily, weekly, quarterly, monthly, annually, or custom. Custom reports will only be generated once.

Next, you have the option to select a conversion goal. If you have no conversion goals available, please reach out to your Simon Customer Success team for help.

If a conversion goal is selected, you will then be prompted to select an attribution type and window. Attribution can be tracked by the last click or last open.

Export a report

Once a report is created, you can export the most recent version from the reports homepage or you can double click into a report name. From here, you can choose a historical report. After export is hit, you can find the report in your inbox in several seconds.

Reports can be configured after creation at any time by navigating back to the report page.

Not receiving your report download email?

When you export a report, Simon queues the export and sends the download link to your account email address. If you don't receive it within 15 minutes, work through the following before contacting support.

Check your spam or junk folder. Report download emails come from [email protected] with the display name Simon Data Notifications. Some email clients and corporate spam filters route automated emails to spam — search your inbox for either of those values
Confirm your account email. Report links are sent to the email address associated with your Simon user account, not necessarily the address you use day-to-day. Go to Settings > My Profile and confirm the email on file is one you actively monitor
Wait for large reports to finish processing. Very large reports (high contact counts, long date ranges, many columns) can take longer than expected to generate. If Simon showed a confirmation message when you requested the export, the job was queued successfully — give it up to 30 minutes before assuming something went wrong
Re-request the report. If more than 30 minutes have passed, request the same report again. Occasionally a report job stalls silently — a second request creates a new job and sends a fresh email

If you've completed all of the above and still haven't received the report after 30 minutes, contact Simon support with the report name, the date and time you requested it, and your account email address. Our team can check the job status and resend if needed.

Available Fields

Field	Description
`flow_id`	Flow identifier
`flow_name`	Flow name
`variant`	Variant name - this field will be empty if no variant is configured
`journey_name`	Journey name - this field will be empty if the flow is not apart of a journey
`status`	Status of the flow at the time report was generated. Possible values are: live, stopped and archived
`launch_date`	Date the flow was launched. Example: 2019-03-25
`flow_type`	Category of flow - possible values are: onetime, triggered and event_triggered.
`bounces` (available upon request)	Number of emails that bounced during the selected time period. Field needs to be configured to be present. Contact your account manager to enable this field.
`deliveries`	Number of emails that were delivered for a given flow or flow variant in the selected time period.
`total_opens`	Number of times emails delivered during the selected time period were opened. If a user opens an email multiple times, the total_opens will be incremented multiple times.
`distinct_opens`	Number of times emails delivered during the selected time period were opened by a unique user.
open_rate`	Distinct opens / deliveries
`total_clicks`	Number of times the links in emails delivered during the selected time period were clicked. If a user clicks on an email link multiple times, the total_clicks will be incremented multiple times.
`distinct_clicks`	Number of times the links in emails delivered during the selected time period were clicked by a unique user.
`click_rate`	Distinct clicks / distinct opens
`total_unsubscribes` (available upon request)	Number of unsubscribes among people who were sent the email in the selected time period. Field needs to be configured to be present. Contact your account manager to enable the unsubscribe field.
`unsubscribe_rate` (available upon request)	Total_unsubscribes / distinct_opens
`attributed_conversions` (available upon request)	Number of conversions for the specific user in the time period after email open/send. Select the conversion goal when you create the report. If you don’t have any conversion goals setup, contact your account manager. When no conversion goal is specified - this field and all the fields below will be absent from the CSV report.
`conversion_rate` (available upon request)	If attribution model is opens: attributed_conversions / distinct_opens If attribution model is clicks: attributed_conversions / distinct_clicks
`total_order_amount` (available upon request)	Total revenue generated. For this field to be present the specified conversion goal needs to have a revenue column attached to it. Name of the field may differ depending on the name of the revenue column, but always starts with ‘total_’.