Marketing: Email Marketing: Reporting

Purpose

This document covers the reporting functions available in the Email Marketing application in Odoo 16.

Process

To get started, navigate to the Email Marketing app.


Reporting

From the menu ribbon, click on Reporting.


Graph View

 Bar Chart

This will show you your report in a bar chart format. This is also the only chart type that allows you to  Stack. You can also apply a  Filter and   Group By to get a more focused report. The  Favorites option allows you to save your report setup for future use.

  • Measures: this drop-down menu allows you to select which variables are being measured in your report.

Sorting Options:

  •  Descending: sort amounts by descending order.

  •  Ascending: sort amounts by ascending order.


​ Line Chart

You can apply a  Filter and  Group By to further get a more focused report. The  Favorites option allows you to save your report setup for future use.

  • Measures: this drop-down menu allows you to select which variables are being measured in your report

Sorting Options:

  •  Descending: sort amounts by descending order.

  •  Ascending: sort amounts by ascending order.


​ Pie Chart

You can apply a  Filter and  Group By to further get a more focused report. The  Favorites allows you to save your report setup for future use.

  • Measures: this drop-down menu allows you to select which variables are being measured in your report


Pivot View

You can apply a  Filter and  Group By to further get a more focused report. The  Favorites allows you to save your report setup for future use.

  • Measures: this drop-down menu allows you to select which variables are being measured in your report.
  •  Download xlsx: this will allow to download this report in .xlsx format to your computer.

Click on Insert In Spreadsheet.


Select a name for your spreadsheet and click Confirm.

This will insert your data into a spreadsheet that can be found in the documents app.

List View

This will give you the ability to view the data in List View. 

You can select mailings to Export by checking the box on the left, then click the Action menu, and select Export. 

The following popup will appear in which you will select the fields you wish to export. When you are ready, click Export.

For even more information on Exporting, check out this blog article!