Report Creation in Salesforce Marketing Cloud (SFMC)

 

๐Ÿ“Š 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.


๐Ÿš€ Ways to Create Reports in SFMC

There are two main ways to create reports:


  • Email Studio → Tracking → Reports


  1. Analytics Builder → Reports



From there, you can access the Report Catalog and choose the report type you need.


๐Ÿ› ️ 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


๐Ÿ“Š Step 2: Report Generation

  • The system processes your request

  • Report is generated with selected filters and data



๐Ÿ“ค Step 3: Share or Export Report

Once your report is ready, you can share it using multiple options:

  • ๐Ÿ“ง Email Result

  • ๐Ÿ“‚ FTP Upload

  • ⬇️ Download

  • ๐Ÿ“ธ Snapshot

  • Schedule

  • ๐Ÿ’พ Save Report





๐Ÿ“ง 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




๐Ÿ“‘ 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.




๐Ÿ”Ÿ 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.



๐ŸŽฏ Why Reporting is Important in SFMC

Reporting helps you:

  • ๐Ÿ“ˆ Measure campaign performance

  • ๐ŸŽฏ Understand audience behavior

  • ๐Ÿ” Identify trends and bottlenecks

  • ๐Ÿ’ก Optimize future campaigns





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