Managing reports

Edited

Eversend allows for performing the following actions when in the Reports section.

Working with groups

In the Campaigns/Pre-landers/Landers/Traffic sources/Country/City/Browser/Devices/OS presets, it is possible to establish several layers of groupings for the statistics displayed in the central grid.

updatedGrouping.png

Click on the ‘plus’ icon to the right of an existing group to add a new one from a searchable list. This list divides possible groupings into categories, allowing for easily finding a specific parameter. To change an existing grouping, click on the ‘caret’ icon and choose the desired option. To change the order of groupings, use drag-and-drop while hovering over the ‘drag handle’ icon. Grouping configuration is now persisted per view.

Info

The first grouping in a preset defines what data is shown inside the preset. As a result, this grouping cannot be removed from the hierarchy.

Grouping by custom parameters

It is also possible to group reports by query parameters created in workspace settings or via traffic sources.

Such parameters are shown in the ‘Custom’ category in the grouping list.

Updating campaign costs

It is possible to manually change the costs of the campaigns shown in the Campaigns report preset.

To do so, click on the ‘Update costs’ button that becomes available under the following conditions.

  • The ‘Update costs’ button above the campaigns grid becomes active after selecting one or more campaigns.

  • The ‘Update Costs’ button appears in the context menu that is shown after right-clicking on a campaign in the grid.

After the button is pressed, Eversend will open the following window.

In the ‘Timeframe’ block, use the calendar and the timezone/time range selector to select the time range for which campaign costs should be changed.

In the ‘Cost’ block, set the new cost for each campaign shown in the block.

Press ‘Save’ to apply the updated costs to the chosen campaign(s).

Info

The longest time period that can be selected in the window is 31 days. The shortest time period is 1 hour.

Future time periods

It is impossible to adjust campaign costs for any time period set in the future. If a future time period is chosen in the window, it will be automatically changed to match the current date and time.

Editing campaigns

From the Campaigns preset, it is also possible to edit traffic campaigns.

Select a campaign in the grid so that the ‘Edit’ button above the grid becomes active. Alternatively, right-click on a campaign to open its context menu and press the ‘Edit’ button.

Eversend will then open the campaign configuration wizard for the chosen campaign.

Refreshing information

Data in the grids in the Reports section is not updated automatically.

To refresh it globally for all three tabs, click on the ‘Refresh’ button in the upper-right corner of the page.

In the Base report tab, it is also possible to select one or more groups and then click on the ‘Update costs’ button to refresh costs for these groups only.

Exporting reports

To export the currently open report into a locally stored .csv file, click on the ‘Export’ button in the upper-right corner.