How To Generate ActiveCampaign Report: Your Step-by-Step Guide

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If you’re using ActiveCampaign as your marketing automation tool, knowing how to generate reports is crucial. Why? Because these reports provide invaluable insights into campaign performance and customer behavior. They help you understand what’s working, where improvements are needed, and ultimately guide your future marketing strategies.

Now, if you’re wondering how to generate an ActiveCampaign report, don’t worry—you’ve come to the right place. This article will walk you through all the steps involved in creating a comprehensive report on this platform.

Remember that generating reports isn’t just about clicking buttons—it’s also about understanding what data you need and how it contributes to your broader business goals. So let’s dive right in and start unlocking those insights! Whether you’re new to ActiveCampaign or a seasoned pro looking for a refresher, we’ll get you up-to-speed on everything related to ActiveCampaign reporting.

What is ActiveCampaign?

Diving straight into it, ActiveCampaign is a robust platform designed to streamline your marketing automation and customer relationship management processes. It’s a tool that helps you connect with your audience on a deeper level by automating personalized experiences across multiple channels.

If we’re going to talk numbers, here are some impressive stats:

Number of UsersCountries ServedEmails Sent Daily
120,000+170+500 million+

Isn’t that something? But it doesn’t stop there. This all-in-one platform offers more than just email marketing – it includes sales automation, CRM functionality, machine learning capabilities for better decision-making, and much more.

Imagine having the ability to track your customers’ actions on your website or e-commerce store. You can monitor what they’re clicking on, which products they’re looking at – even how long they’re staying on each page! That’s exactly what ActiveCampaign allows you to do with its site tracking feature.

But wait, there’s more! One of the key benefits of ActiveCampaign is its ‘Deals CRM’. This feature enables you to manage your entire sales process within the platform itself. From prospecting new leads to closing deals – everything can be done from one convenient place.

To top it off, ActiveCampaign also provides excellent customer support and extensive resources for users who need assistance or want to optimize their use of the platform.

So why choose ActiveCampaign? It simplifies complex processes and gives you valuable insights into your business operations. With this powerful tool at your disposal, you’ll be well equipped to take your business strategy up a notch.

Why Generate Reports in ActiveCampaign?

You’ve probably been using ActiveCampaign to manage your marketing campaigns. But have you taken advantage of its reporting features? Let’s explore why it’s crucial to generate reports in ActiveCampaign.

Firstly, it’s all about insights. By creating reports, you’re able to gain a deeper understanding of how your email marketing campaigns are performing. You’ll see key metrics such as open rates, click-through rates, and delivery statistics at a glance. This data not only shows you what’s working but also points out areas where there might be room for improvement.

Secondly, generating reports can help streamline your decision-making process. With the data provided by ActiveCampaign’s reports, you won’t need to rely solely on gut feelings or hunches when deciding which strategies are worth pursuing further. Instead, hard facts will guide your decisions.

Thirdly, these reports can boost team communication and collaboration. Sharing detailed campaign metrics with your team allows everyone involved to stay updated on project progress and results. It eliminates confusion and ensures that everyone is on the same page.

Lastly, let’s not forget that this feature can save you time! Rather than manually sorting through piles of raw data yourself (which could lead to errors), ActiveCampaign does all the heavy lifting for you – providing organized and easy-to-read charts or tables that simplify analysis.

In sum – benefit bullet points:

  • Provides valuable insights
  • Streamlines decision-making
  • Enhances team communication
  • Saves time

So next time when managing campaigns in ActiveCampaign don’t overlook its reporting capabilities!

Types of Reports in ActiveCampaign

Diving headfirst into the world of ActiveCampaign, you’ll quickly notice there’s a wealth of data at your fingertips. But to really make sense of that trove, it’s crucial to understand the different types of reports available.

Firstly, let’s talk about campaign reports. These offer an in-depth look into individual email campaigns. You can glean information like open rates, click-through rates, and even view who has engaged with your emails.

Next up are automation reports. As one might expect from the name, these focus on your automated processes within ActiveCampaign. They’re perfect for understanding which automations are performing well and which could use some tweaking.

Additionally, deal reports come into play when dealing with sales pipelines in ActiveCampaign’s CRM feature. With deal reports, you’ll see an overview of deals won or lost over time and identify trends among successful and unsuccessful deals.

Lastly but certainly not least are contact & list growth reports. These handy little things let you track how well your lists are growing over time as well as keeping tabs on engagement levels within those lists.

With all these report types at hand in ActiveCampaign, you’ve got a powerful toolset for making data-driven decisions about your marketing efforts.

1. Campaign Reports

Diving into the world of ActiveCampaign, you’ll find that campaign reports are your secret weapon for understanding and improving your marketing strategies. They’re not just a summary of numbers and stats – they provide insights that can help propel your campaigns forward.

Let’s start with the basics. What is a campaign report? It’s essentially the comprehensive outcome of every email campaign you’ve run within ActiveCampaign. You’ll see open rates, click-through rates, bounce rates, and much more at a glance. By comparing these figures across different campaigns, you get a clear picture of what works best for your audience.

But how do you generate these eye-opening reports? It’s quite straightforward really. Once logged into your ActiveCampaign account, navigate to the ‘Reports’ tab on the left-hand side menu. From there, select ‘Campaign Reports’. Right there in front of you will be an extensive list of all previous campaigns – sorted by date or name as per your preference.

Click on any campaign that sparks interest and voila! A detailed report pops up providing valuable data like:

  • Number of emails sent
  • Open rate percentage
  • Click rate percentage
  • Unsubscribe rate
  • Bounce rate

This information isn’t just for show – it’s actionable intel! For example, if one campaign has an unusually high bounce rate, it could indicate issues with email deliverability or targeting accuracy.

Finally, don’t forget about customization options available within ActiveCampaign reporting features! Adjust date ranges to focus on specific time periods or filter results based on various parameters like location or device type. This way you can hone in on specific segments and understand their behavior better.

In short: Campaign reports are powerful tools within ActiveCampaign; they bring data-driven decision making right to your fingertips.

2. Automation Reports

Let’s dive right into the world of ActiveCampaign automation reports. It’s essential to know the performance of your marketing automation, and these reports are a fantastic way to get that insight. They’ll show you the effectiveness of your automations, helping you make informed decisions for future campaigns.

Now, generating an automation report isn’t rocket science. You’ll start by clicking on the ‘Reports’ tab in your ActiveCampaign dashboard and then choosing ‘Automations’. Here, you’ll find automation overviews that detail how many contacts have entered each automation, how they’re progressing through it, and other vital stats.

Isn’t data visualization great? Well, guess what! Your ActiveCampaign platform provides beautiful graphs within your automation reports to help visualize this data better. You can see everything from conversion rates to bounce rates all displayed in a crisp and clear manner.

But remember this: without analysis, data is just numbers. To truly harness the power of these reports, don’t just look at them – analyze them! Understand what those numbers mean for your business. For example, if an automation has a high exit rate before completion, it might indicate there’s something about that particular sequence that isn’t resonating with your customers.

By utilizing ActiveCampaign’s robust reporting features effectively:

  • You will be able to identify bottlenecks
  • Improve customer journey
  • Optimize conversions

Surely you’re now eager to explore these automated reports for yourself! Embrace this feature as it’s not only going to save time but also offer insights which were perhaps previously overlooked or difficult to decipher manually.

3. Contact Reports

Diving into Contact Reports, you’ll get a wealth of actionable information about your contacts. These reports provide valuable insights on how to better engage with your audience, improve your marketing strategy, and increase sales conversions.

Firstly, let’s discuss what these reports are all about. They’re essentially data snapshots that detail how your contacts interact with your campaigns. They can show who’s opening emails, clicking links, or even purchasing products as a result of your campaigns.

One key aspect is the ability to segment contact data. With ActiveCampaign, it’s easy to categorize contacts based on their behavior and interaction patterns. This gives you the power to tailor marketing efforts for specific groups in an effective way.

For example:

  • High-engagement users: These folks regularly open emails and click through links.
  • Low-engagement users: People in this category rarely interact with campaign materials.
  • Non-responders: Contacts that don’t engage at all fall into this group.

By creating segmented lists like these, you’re setting the stage for targeted email campaigns which could lead to higher response rates and increased sales conversions.

Now let’s touch upon some of the metrics available in Contact Reports:

Total ContactsThe total number of unique contacts within a given time period
New ContactsNumber of new leads or customers added during said period
UnsubscribedCount of individuals who’ve chosen to opt out from receiving further communications

Remember though – while numbers are important they aren’t everything! It’s also crucial to understand why certain behaviours occur so you can adjust strategies accordingly.

There you have it! That’s an overview of one powerful tool in ActiveCampaign’s arsenal – Contact Reports. Using them effectively will help drive growth and success in your business by providing insights into customer behaviors and interactions with your brand.

4. Deals Reports

Let’s delve into the world of Deals Reports, an essential piece of your ActiveCampaign reporting toolkit. You might be wondering what these are and how they benefit you. Well, understanding Deals Reports can provide insights into your sales pipeline and help identify areas for improvement.

Deals Reports within ActiveCampaign give you a detailed overview of how deals are progressing through your sales pipeline. They’re the go-to place to keep a pulse on your business operations – allowing you to see which deals are closing, which ones aren’t, and why.

The power of analyzing these reports lies in their ability to highlight trends over time. For instance, if certain deals consistently stagnate at a particular stage in the pipeline, it’s clear there’s room for process optimization there.

But remember: data is just data without interpretation. It’s crucial not only to generate these reports but also to understand what they mean for your business growth strategy:

  • High-level summary: This provides an overview of all active deals sorted by their stage.
  • Stage duration: Shows how long deals typically stay at each stage.
  • Won vs lost deal reasons: Highlights reasons behind successful or unsuccessful closure of deals.

While this information may seem overwhelming initially, investing time in comprehending it can pay off significantly in terms of business performance enhancement.

So next time you log into ActiveCampaign, don’t forget to dive deep into its Deals Report feature – it could hold the key to unlocking new avenues for sales growth!

5. Form Reports

ActiveCampaign’s form reports are a powerful tool in your marketing arsenal. Here’s how you can generate them and leverage their potential.

Firstly, let’s dive into creating a form report. You’ll be pleased to know it’s quite a straightforward process. Head over to the ‘Reports’ tab in ActiveCampaign and find ‘Form Reports.’ This section is where you’ll see all forms associated with your account listed neatly. To create a report, simply select the form that you want to analyze.

Once you’ve selected the form, you’re met with an array of details at your disposal. These include data on submissions, unique visits, conversion rates, and more. It gives you invaluable insights into how well each of your forms is performing.

Now let’s talk about what these numbers mean for you:

  • Submissions: This figure tells you how many people have actually completed and submitted the form.
  • Unique Visits: A gauge of how many individual users have visited your page containing the form.
  • Conversion Rate: Arguably one of the most important metrics, this demonstrates what percentage of those unique visitors went ahead and filled out your form.

Form reports also allow for detailed breakdowns by date ranges — meaning if there’s been significant changes or updates to your website or marketing strategy recently — these will help identify any impacts directly related to those shifts.

Lastly but certainly not least — always remember these statistics aren’t just numbers; they’re real people interacting with your business online! Use this information wisely – make tweaks where necessary based on what these stats reveal about user behaviors and preferences — ultimately aiming for improved conversions over time!

Remember, ActiveCampaign isn’t merely a platform for email marketing; it’s an insightful tool helping guide smarter decisions through data-driven analyses provided by features such as Form Reports!

How to Generate ActiveCampaign Reports

If you’re using ActiveCampaign as your main marketing automation tool, you need to know how to generate reports. These reports are crucial in helping you understand the effectiveness of your campaigns. So, let’s dive straight into how it’s done.

First off, navigate to the “Reports” section in your ActiveCampaign dashboard. Here, you’ll find a variety of reporting options tailored to different aspects of your marketing efforts. You can choose from Contact & Lead Reports, Deal Reports, Campaign Reports and Automation Reports among others.

Selecting the type of report depends on what data you want to analyze. For instance, if it’s email campaign performance that interests you, then opt for the ‘Campaign Reports’. This will provide insights such as open rates, click-through rates and bounce rates.

To generate a report:

  • Choose the type of report
  • Select date range (you could select ‘All Time’ or specify dates)
  • Click ‘Run Report’

The generated report gives detailed information which can help improve future campaigns based on past performance. Now remember: getting results isn’t just about running these reports; it’s also about understanding them and making informed decisions moving forward!

On top of this functionality, ActiveCampaign offers advanced features like custom report creation where one can customize reports according to specific needs by selecting their own metrics and KPIs.

So there it is – simple steps on generating insightful ActiveCampaign reports! With this knowledge at hand, you’ve got everything needed for successful email marketing strategies right in front of you!

1. Accessing the Reporting Dashboard

ActiveCampaign’s reporting dashboard isn’t just a tool, it’s your secret weapon in gaining insight into your email marketing campaigns. You’re probably wondering how to generate ActiveCampaign reports and we’ve got you covered.

First things first, log into your ActiveCampaign account. The moment you’re in, look for the ‘Reports’ tab located on the left-side menu bar. Clicking on it is like opening a treasure trove of data at your fingertips.

Now that you’re here, let’s explore this space a bit more. You’ll notice different subsections such as Campaigns, Automations, Deals and Contacts among others. Each one serves a unique function with its own set of customizable report options.

So how do you choose what to see? It’s simple really! Let’s say you want to dive into details about your latest campaign; all you need to do is click on ‘Campaigns’. What follows next is an array of graphs and charts displaying everything from open rates to geographical stats.

But what if numbers aren’t really your thing? No worries! ActiveCampaign has intuitive visuals that make understanding data feel less like decoding rocket science and more like reading an exciting novel.

Remember, creating effective reports isn’t just about collecting data but understanding it too. So go ahead and start exploring this powerful feature right away!


  • Log into ActiveCampaign
  • Click on ‘Reports’
  • Choose the type of report
  • Start analyzing

Don’t worry if it feels overwhelming at first – stick with it! As they say: practice makes perfect!

2. Selecting the Type of Report

You’ve got your ActiveCampaign account up and running, and you’re ready to dive into generating reports. But where do you start? The first step is selecting the type of report that will best serve your needs.

ActiveCampaign offers a wide array of report types, each tailored for different sets of data and insights. There’s everything from contact growth reports, which show how your subscriber list has grown over time, to campaign performance reports that reveal how well your email campaigns are doing.

To choose the right one, consider what kind of information you’re after. Are you interested in user engagement? A ‘User Activity Report’ might be just what you need. Or perhaps you want to explore where most of your site traffic comes from? Then reach for an ‘Attribution Report’. Remember, there’s no “one size fits all” here – it all depends on what data is most relevant to your business goals.

Here’s a quick rundown on some commonly used ActiveCampaign report types:

  • Campaign Performance Reports: These give insight into how many people opened an email, clicked links within it and more.
  • Contact Growth Reports: Charts out how your subscriber list has grown over a period.
  • Automation Reports: Details about contacts who have entered or completed automations.
  • Deal Reports: Provides insights into deals like won opportunities or total deal value.

Once you’ve chosen the type of report that suits your needs, it’s simply a matter of clicking on ‘Reports’ in the left-hand menu bar and then selecting it from the dropdown list. From there, ActiveCampaign will guide you through customizing and generating your chosen report.

Remember though – don’t get too hung up on mastering every single report right off the bat! It’s more important to understand which metrics matter most to YOUR business success. Start with those key areas first before branching out into others as needed.

3. Customizing the Report

Diving right into it, ActiveCampaign gives you a high level of control over customizing your reports. You’ll appreciate how easy it is to tailor these insights to your specific needs. Let’s break down some ways on how you can jazz up your report.

First off, it’s crucial to note that the type of customization you implement largely depends on the report type. Whether it’s a campaign, automation, or contact-based report – each has its own set of customizations. For instance, with a campaign report, you could choose to view data based on subscriber actions such as opens and clicks.

Now let’s say you’re interested in segmenting your contacts for more targeted reporting. Well, ActiveCampaign allows just that! You can filter by tags which makes narrowing down your audience incredibly simple. This is particularly helpful when you want to refine results based on distinct user behaviors or characteristics.

And what about metrics? The system offers numerous options ranging from basic ones like open rate and click-through rate (CTR) to advanced metrics like bounce rates and unsubscription rates. Here’s an example:

Open RateMeasures the percentage of recipients who opened your email
Click-Through Rate (CTR)Calculates the number people who clicked on at least one link in your email
Bounce RatesShows the percentage of emails sent that could not be delivered
Unsubscription RatesReflects how many recipients opted out from receiving future emails

Don’t forget about time frames too! You’ve got the liberty to specify dates for data representation providing flexibility in understanding trends over weeks or months.

Finally, remember this golden rule: less isn’t always more when it comes to data but clarity invariably is! So while ActiveCampaign empowers you with deep customization capabilities remember not to get lost in a sea of numbers!

You see? Customizing your ActiveCampaign report isn’t as daunting as it first seems. And with this guide, you’re well on your way to making the most of this powerful feature.

4. Generating the Report

Now that you’re all set up, it’s time to roll up your sleeves and dive into the process of generating your ActiveCampaign report. You’ll find it’s easier than you might think.

First things first, log into your ActiveCampaign account. Navigate to the ‘Reports’ section on your dashboard. There, you’ll see an array of options for different types of reports. The choices can be overwhelming, but don’t worry! Your needs will dictate which one is right for you.

Let’s say you want a detailed campaign performance report. Click on the ‘Campaigns’ option under ‘Reports’. Here, select a specific campaign that you’re interested in analyzing or choose ‘all campaigns’ for a comprehensive overview.

Next comes customization – hands down one of the best features ActiveCampaign has to offer. Doesn’t matter what metrics are important to your business; open rates, click-through rates or possibly conversion data – simply tick them off and they’ll appear in your report!

A quick tip: If there’s data that seems irrelevant or confusing at first glance, don’t fret! Hover over any metric titles with a question mark next to them and get instant explanations about what they mean.

Once everything is set according to preference, hit ‘Generate Report’. It will take a few moments before it’s ready for review but trust us – patience pays off!

To make sense of all this information presented in front of you, try exporting the report as an Excel file or CSV file by clicking on the ‘Export’ button located at the top right corner of your screen. This way, not only can you analyze trends over time but also share these insights with team members effortlessly!

So there you have it! Step-by-step instructions on how to generate accurate and insightful reports using ActiveCampaign’s intuitive platform.


By now, you’ve become a master in generating ActiveCampaign reports. You’ve discovered the ins and outs of this powerful tool, all while enhancing your data analysis skills.

Remember, it’s not just about creating a report; it’s about understanding what the numbers mean. The ability to interpret your results is equally as important as knowing how to generate them.

Let’s take a quick recap of what you’ve learned:

  • How to set up an ActiveCampaign report.
  • Understanding different metrics within your report
  • Customizing your reports for specific business needs
  • Interpreting key insights from your data

These are valuable skills that’ll give you an edge in any marketing role.

To sum up, ActiveCampaign reporting is more than just numbers and charts. It’s a roadmap that guides you towards achieving your business goals. It helps you understand where you’re at now and points out the path toward where you want to be.

So keep practicing, refining and expanding on these newfound abilities because when it comes to digital marketing – knowledge really is power! Don’t forget: with great power comes great responsibility – so use these powers wisely!

In this ever-evolving world of digital marketing, staying ahead means constantly learning new tools like ActiveCampaign and its reporting feature. So don’t stop here! Continue exploring other features within ActiveCampaign or delve into other digital marketing tools.

Here’s looking forward to seeing how far these new skills take you in your career journey!

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