Report Groups help you better understand your email performance by organizing campaigns under a shared reporting umbrella. Instead of analyzing each campaign individually, Report Groups let you view combined results—ideal for tracking themed campaigns, time-based sends, or campaigns across multiple accounts.

What is a Report Group?

A Report Group is a custom grouping of campaigns that shows combined delivery and engagement metrics in your Analytics dashboard. Once grouped, the campaigns’ results appear together in one view, making it easier to spot trends or evaluate performance against a common goal.

You can create Report Groups before or after campaigns are sent. They're especially helpful for comparing similar campaigns over time or across different accounts.

Creating a Report Group After Campaigns Are Sent

If you've already sent campaigns and didn’t assign them to a group, you can still create one retroactively:

1. Go to the Analytics dashboard.
2. Click Report Groups in the left-hand menu.
3. Click Add Report Group in the top-right.
4. Enter a name and description.
5. Click Select Mailings to choose campaigns to include.
   
   • Use filters or the search tool to narrow your list.
   • Move selected campaigns to the right column.
     
6. Click OK, then Save to finalize the group.

Assigning or Creating a Report Group While Building a Campaign

You can also assign a campaign to a group during the setup process:

1. Open a draft campaign or start a new one.
2. In the Setup tab, scroll to the bottom.
3. Under Email Setup, find the Report Groups section.
4. Use the dropdown to assign an existing group or click Create New Report Group.

Editing an Existing Report Group

To make changes to a Report Group:

1. Go to the Analytics dashboard.
2. Click Report Groups in the left-hand menu.
3. Hover over the group you want to edit and click the Edit icon.
4. Update the name, description, or campaign selection.
5. Click Save to apply changes.

Creating Report Groups Across Multiple Accounts (Site-Level)

If you're a site administrator managing multiple accounts, you can create a Report Group that spans across them:

1. Go to the Analytics dashboard.
2. Create or edit a Report Group.
3. Under Applies to, choose Site instead of Account.
4. Click Save.

This is especially helpful for comparing similar campaigns (e.g., welcome emails) across different audiences and business units.

FAQ

Can I add a campaign to more than one Report Group?

Yes! A campaign can belong to multiple groups. For example, one campaign might be in a monthly newsletter group and an event-specific group.

Are any Report Groups created automatically?

Yes, some groups are generated for you:

• Automated Hello/Confirm and API Transactional campaigns create read-only Report Groups named after the campaign.
• Campaigns targeting multiple segments may also create a default Report Group (you can customize this in the Analytics dashboard).

Who can create site-level Report Groups?

Only site administrators for multi-account clients can use this feature.

Common Use Cases

• Time-Based Analysis: Group all Q1 2025 campaigns for quarterly reporting.
• Campaign Type Tracking: Group all newsletters or promotions for year-over-year performance review.
• Cross-Account Comparison: Compare welcome series results across multiple business units.

If you have any questions about using Report Groups or want help setting them up, feel free to reach out to our Support team at support@delivra.com.