Manage Comparative Reports

Pro Feature

This feature requires Manager user level or higher and is part of paid features.

MailChimp Pro includes a number of options that give you more control over Comparative Reports. You can schedule or unschedule report Snapshots, edit existing reports' campaign and segment criteria, and delete Snapshots and reports.

This feature is included with MailChimp Pro, which is available to add on to any pricing plan. In this article, you'll learn how to manage your Comparative Reports.

Before You Start

Here are some things to know before you begin this process.

Schedule Snapshots

You can schedule your Comparative Report to generate Snapshots from the Reports page in your account. When your Snapshot is finished, you can access it from the Report History page. Any campaigns you've sent to your list since your last Snapshot was generated that match your report filters will be included in your next Snapshot.

To schedule Snapshots, follow these steps.

  1. Navigate to the Reports page.
  2. Click the Comparative tab.
    Comparative tab on Reports page.
  3. Click the drop-down menu for the report you want to work with and choose Schedule Report.
  4. Use the drop-down menus to schedule your report on a Daily or Weekly basis, and click Schedule Report.
    Schedule report pop-up modal with cursor on Schedule Report button.

After you schedule your report, we'll display a success message, and a Scheduled icon next to your report on the Comparative tab.

Unschedule Snapshots

If you no longer need to receive Snapshots from Comparative Reports, you can unschedule Snapshots from the Reports page in your account.

  1. Navigate to the Reports page and click the Comparative tab.
    Comparative tab on the Reports page.
  2. Click the drop-down menu for the report you want to work with and choose Unschedule Report.

That's it! We'll display a success message to let you know we've unscheduled your report.

Edit Comparative Reports

If your marketing goals or research interests change, you can update the campaigns or segments included in your Snapshots. To edit a Comparative Report, follow these steps.

  1. Navigate to the Reports page and click the Comparative tab.
    Comparative tab on the Reports page.
  2. Locate the completed report you want to work with and click Edit Report.
    Example of completed report with cursor over the Edit Report button.
  3. On the Report Preview page, make any desired changes to your report segments.
  4. To make changes to your campaign selections, click Campaigns Filter.
    Campaigns Filter button.

After you've finished making changes, finalize your report and generate a Snapshot. This can take a moment, depending on how many campaigns and segments are included.

Replicate a Report

The replicate option allows you to create a new report based on the criteria in an existing report. Replicated reports default to the list, campaign filters, segmentation, and scheduling you set up for the original report.

To replicate a Comparative Report, follow these steps.

  1. Navigate to the Reports page and click the Comparative tab.
    Comparative tab on the Reports page.
  2. Click the drop-down menu for the report you want to work with and choose Replicate Report.
  3. On the Report Preview page, make any desired changes to your report segments.
  4. To make changes to your campaign selections, click Campaigns Filter.
    Campaigns Filter button.
  5. Finalize your report and start generating Snapshots.

If your replicated report is scheduled to generate Snapshots, it will generate on schedule, even if you don't click Finalize Report And Generate Snapshot

Delete Snapshots and Reports

To permanently remove Snapshots or full Comparative Reports your account, follow these steps.

Delete a Snapshot

  1. Navigate to the Reports page and click the Comparative tab.
    Comparative tab on the Reports page.
  2. Click the name of the report you want to work with.
  3. On the Report History page, click the drop-down menu for the Snapshot you want to delete and choose Delete Snapshot.
    Snapshot drop-down with cursor on Delete Snapshot option.

Delete Comparative Reports

To delete one or more full Comparative Reports, follow these steps.

  1. Navigate to the Reports page and click the Comparative tab.
    Comparative tab on the Reports page.
  2. Check the box next to each report you want to delete, and click Delete.
    Reports page with a report's checkbox checked and the cursor over the Delete option.
  3. In the pop-up modal, type DELETE, and click Delete.
    Pop-up modal to confirm deltion with DELETE in the text field and the cursor over the Delete button.

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