Report Creation in Salesforce Marketing Cloud (SFMC)
📊 Report Creation in Salesforce Marketing Cloud (SFMC)
Salesforce Marketing Cloud (SFMC) provides powerful reporting capabilities that help marketers track performance, analyze campaigns, and make data-driven decisions. In this blog, we’ll walk through how to create reports in SFMC, along with an overview of all major report types.
🚀 Ways to Create Reports in SFMC
There are two main ways to create reports:
- Email Studio → Tracking → Reports
Analytics Builder → Reports
From there, you can access the Report Catalog and choose the report type you need.
🛠️ Step-by-Step: Creating a Report
✅ Step 1: Create Report
Navigate to Analytics Builder → Reports
Click on Create Report
Select a report type from the catalog
Choose the required email or campaign
Click Submit
📊 Step 2: Report Generation
The system processes your request
Report is generated with selected filters and data
📤 Step 3: Share or Export Report
Once your report is ready, you can share it using multiple options:
📧 Email Result
📂 FTP Upload
⬇️ Download
📸 Snapshot
⏰ Schedule
💾 Save Report
📧 Email Sharing Options
You can:
Send to multiple recipients (use
;to separate emails)Add subject and notes
Choose file format:
CSV
UTF-8 CSV
Excel (.xls / .xlsx)
ZIP file
📑 Types of Reports in SFMC
Here are the most important report types you should know:
1️⃣ A/B Test Summary Report
Compare performance of different email variations and identify the best-performing version.
2️⃣ Account Send Summary
Provides an overview of email performance including sends, opens, and clicks.
3️⃣ Attribute by Tracking Event
Analyze subscriber behavior based on attributes like age, city, or gender along with tracking events.
4️⃣ Campaign Process Analytics Detail Report
Track workflow efficiency including approval time, duration, and bottlenecks.
5️⃣ Conversion Tracking Statistics
Measure conversion activities like purchases or sign-ups from email campaigns.
6️⃣ Email Message Frequency
Analyze how frequently subscribers receive emails to avoid over-communication.
7️⃣ Email Performance by Attribute
Evaluate campaign performance based on subscriber attributes such as location or demographics.
8️⃣ Email Performance by Domain
Understand how emails perform across domains like Gmail, Yahoo, etc.
9️⃣ Email Performance by List
Compare performance across different subscriber lists or segments.
🔟 Email Performance Over Time
Track how email performance changes over time across multiple sends.
1️⃣1️⃣ Email Send Report
View the total number of emails sent over a selected time period.
1️⃣2️⃣ Email Sends by User
Analyze which users in your organization are sending emails and how many.
1️⃣3️⃣ List Demographics
Get insights into subscriber distribution based on status, domain, and subscription source.
1️⃣4️⃣ Recent Email Sending Summary
Quick snapshot of recent email activity in your account.
🎯 Why Reporting is Important in SFMC
Reporting helps you:
📈 Measure campaign performance
🎯 Understand audience behavior
🔍 Identify trends and bottlenecks
💡 Optimize future campaigns
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