topic Re: Email report by individual email send date without empty dates or aggregation in Dashboards & Reporting

Email report by individual email send date without empty dates or aggregation

karenkaz — Mon, 13 Nov 2023 15:53:03 GMT

I'm trying to create a basic open rate, click rate, clickthrough rate report for emails in a particular campaign with the sent date on the x axis. I can easily build this report but I can't figure out how to configure it to display the way I need it.

I don't want the sent date frequency set as daily because then it shows a bunch of dates with 0 because no email was sent on that date. Similarly, weekly/monthly/etc frequencies don't work either because although this email is sent once a month, there are rare occasions when the send date gets shifted (so we'll have one month with 2 sends and the following month with 0 ). I want each email send to be its own point on the x axis without aggregation, but also not displaying a bunch of dates with no data.

Here's what it looks like if I set up up with send date - daily:

And here it is with Send date - Monthly (You can see what happens when two emails are sent in a month and 0 in another month. Not helpful from a visualization perspective.)

If I set it to daily and use the Min/Max chart settings to set the minimum to 1%, it does filter the empty dates out, but it keeps the bars/lines super skinny and hard to read.

My stakeholders are asking for what I think is a pretty simple report: to display a full year of open, click, and clickthrough rates by individual email issue/email send.

What am I missing? How would you set up this report? They already have a dashboard I've created for them, so I'm looking for a report that can be added to a dashboard, not asking them to look at each email individually.

Re: Email report by individual email send date without empty dates or aggregation

PamCotton — Mon, 13 Nov 2023 23:31:32 GMT

Hello @karenkaz, thank you for posting in our Community!

Amazing way to start a conversation, thank you for providing all these helpful details. Could you let me know if the report you'd like to create seems more like an attribution report or a customer journey report?

I want to invite some of our top experts to share their thoughts @jolle @crispyGTM @HFisher7 any recommendations for @karenkaz ?

Thank you,

Pam

Re: Email report by individual email send date without empty dates or aggregation

karstenkoehler — Tue, 14 Nov 2023 05:50:07 GMT

Hi @karenkaz,

If your ask is whether you can remove the 0s from this report...

@karenkaz wrote:

... then as far as I know, that's not possible. I'd also argue that – while this could be nicer to look at – it's not obstructing the view on the relevant data. It's a limitation by HubSpot but acceptable.

If you want better customization options for this type of report, I'd recommend requesting them in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

The product team reviews these requests based on their popularity.

Best regards!

Re: Email report by individual email send date without empty dates or aggregation

JSmith94 — Tue, 06 Feb 2024 13:38:46 GMT

I want to do exactly the same thing. I find it so frustrating that it's not possible. Here's my bar chart (below). We run training courses, and so I've put the date of the training course on the X-axis. The courses are every quarter or so, so most of the year there is nothing happening - just a few dates a year.