Get started with Global Report

Last update: 2023-11-07
  • Created for:
  • Intermediate
    User
NOTE

If custom queries are made through APIs when using Query service, please expect some delay for your reports.

Use the Global report to measure the impact of your journeys and deliveries over a selected time period.

  • If you want to target a journey or deliveries in the context of a journey, from the Journeys menu, access your journey and click the View report button. You can then find the Journey, Email, SMS and Push global reports.

  • If you want to target a campaign, from the Campaigns menu, access your campaign and click the Reports button.

  • If you want to switch from the Live report to the Global report for your delivery, click All time from the tab switcher.

For a detailed list of every metric available in Adobe Journey Optimizer, refer to this page

Customize dashboard

Each reporting dashboard can be modified by changing the time period and resizing or removing widgets. Changing the widgets only impacts the current user’s dashboard. Other users will see their own dashboards or the ones set by default.

  1. From your Global report, select a Start and End time to target specific data.

  2. For your Journey reports that involve multiple configured Actions, choose a specific Action from the drop-down menu.

  3. If you want to target only one or multiple recurring messages, select it from the Execution time drop-down.

  4. Choose if you want to exclude test events from your reports with the toggle bar. For more information on test events, refer to this page.

    Note that the Exclude test events option is only available for Journey reports.

  5. Click Modify to start customizing your dashboard.

  6. Adjust the widgets size by dragging its bottom-right corner.

  7. Click Remove to remove any widget you don’t need.

  8. Once you are satisfied with the display order and the size of your widgets, click Save.

  9. To customize the way your data is displayed, you can switch from different visualization options, such as graphs, tables, and donut charts.

Your dashboard is now saved. Your different changes will be reapplied for a later use of your live reports. If needed, use the Reset option to restore the default widgets and widgets’ order.

Export your reports

You can easily export your different reports to PDF or CSV formats, which enables you to share or print them. Steps to export reports are detailed in the tabs below.

➡️ Discover this feature in video

  1. From your report, click Export and select CSV file to generate a CSV file at overall report-level.

  2. You can also choose to export data from a specific widget. Click Export widget data to CSV next to the selected widget.

  3. Your file is automatically downloaded and can be located in your local files.

    If you generated the file at the report level, it contains detailed information for each widget, including its title and data.

    If you generated the file at the widget level, it specifically provides data for the selected widget.

  1. From your report, click Export and select PDF file.

  2. From the Print window, configure your document as needed. Note that options may vary depending on your browser.

  3. Choose to print or save your report as PDF.

  4. Locate the folder where you want to save your file, rename it if needed and click Save.

Your report is now available to view or share in a pdf file.

Export reports (video)

Learn how to download a CSV report for a report and for a single widget in the following how-to video.

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