Get started with Channel reports channel-report-gs

AVAILABILITY
The current reporting experience will be retired as of October release. After this date, the new reporting experience will become the standard. We recommend familiarizing yourself with the new features and functionalities to ensure a smooth transition. Get started with Journey Optimizer new Reporting interface.

The Channel reports serve as a powerful tool that provides a comprehensive overview of traffic and engagement metrics into a unified report for each channel, encompassing all Actions from all Campaigns and Journeys. It is divided into different widgets, each of which provides a specific view of your campaign or journey performance.

The Channel reports are fully customizable, so you can resize or remove widgets to create a dashboard that meets your specific needs. You can also export the report data to a PDF or CSV file for further analysis.

Learn more on the different metrics and widgets available for the Channel reports in this page.

Before starting manage-reports-prereq

Before starting, check that you have access to the Reports menu.

If you cannot see the Reports menu, your access rights must be extended to include the View Channel Reports permission. You can extend your own permissions, if you have access to the Adobe Experience Platform Permissions for your organization. If not, contact your Adobe Journey Optimizer Administrator.

Learn how to assign report permission

Note that this permission is included in the following built-in Roles: Campaign Manager, Campaign Approver, Campaign Viewer and Campaign Administrator.

To assign the corresponding permission to your Role:

  1. From the Permissions product, navigate to the Roles menu and select the role that you want to update with the new View Channel Reports permission.

  2. From your Role dashboard, click Edit.

  3. Drag and drop the Reports resource to assign permission.

    From the Report resource drop-down, select the View Channel Reports permission.

  4. Click Save.

Users assigned to this Role are now able to access the Reports menu.

Manage your report dashboard manage-reports

To access and manage your channel reports, follow these steps:

  1. Navigate to the Reports menu within the Journey Management section.

  2. From your dashboard, choose a Start and End time to target specific data.

  3. From the Action from drop-down, select if you want to target Campaigns, Journeys or both.

  4. Click Modify to resize or remove widgets to create a dashboard that meets your specific needs.

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

  6. Depending on the widget, you can choose to switch from a table, bar chart, or donut.

  7. Click the percentage icon to display your data as rates.

Export your reports export-reports

You can easily export your different reports to PDF or CSV formats, which enables you to share, manipulate, or print them. Detailed steps to export your channel reports are available in the following tabs:

Export your report as a PDF file
  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 your report as a CSV file
  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.

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