A step-by-step guide to scheduling performance reports for all your campaigns & channels

Designing impressive campaigns that hit the ball out of the park is an exhilarating experience for us marketers. The ups of creating the right message, the downs of struggling with the right creative and the final redemption offered by a handsome ROI and a happy user - driving digital engagement is an emotional rollercoaster ride.

But this is just one side of the story.

There's a murkier side of marketing that most of us dread - generating reports. An average marketer spends 3.5 hours a week on collecting data pertaining to their campaigns and an additional 1 - 2 hours on organizing the stats in a consumable format.

What if you could utilize all this time in being more productive?

In our quest to make campaign reporting a seamless experience, we built Scheduled Reports - customizable and automated reports delivered straight to your inbox!

How It Works


Please Note

Reports can be configured and edited by only those Admins that have access to Account Management. If you are unable to do so, then please get in touch with the account owner.

In addition to analyzing campaign and channel performance in your dashboard, you can choose to have all the stats delivered to your (and your teammate's) inbox as a Scheduled Report.

  • You can schedule periodic reports for analyzing the performance of:

  • Team-wide Report Delivery: Multiple account admins can be added as Subscribers to a report while scheduling it or at a later date.

    • Account admins that have Account Management permissions can choose to Subscribe/ Unsubscribe to a report anytime they like.

    • All reports are emailed to their subscribers as a link to a downloadable CSV file, as per the report's settings.

  • Custom Report Frequency: You can choose to schedule a report for delivery on a Daily, Weekly or Monthly basis, as per your needs. The Frequency of an existing report can be edited anytime you like.

  • Custom Delivery Time: You can specify the time of report delivery in an AM-PM format under the field, When. Doing so will ensure that the report is sent to its subscribers at the specified time, as per your project's timezone (as specified under Account Setup while setting up the account).

  • Custom Time Frame of Analysis: Too many data points always lead to chaotic insights. This is why we have made it possible for you to specify the time frame (number of days) for which you'd like to receive campaign stats in a report. It can be determined by selecting a time frame between Last 1 Day - Last 30 Days under Data to Include, while scheduling a report.

    • For example, if you select Last 5 Days for a campaign's report, then it will include 5 rows of data, ranging from Day 1 - 5, indicating the campaign's performance against various performance indicators for each day.

    • Similarly, if you select Last 15 Days for the report - All Email Campaigns Summary, then it will include 15 rows of data for each Email campaign your users have interacted with, within the specified duration.

  • Custom Data Granularity: At WebEngage, you can create up to 5 versions of a campaign and test each one with a small test segment to determine the copy that resonates with your audience. Thus, depending on your analytical needs, you can choose to analyze:

    • The overall performance of campaigns (Campaign Level Data)

    • The performance of each campaign variation (Variation Level)

Custom Reports

Different businesses have different needs, and this is why we've never been a fan of the 'one-solution fits all' approach. Presenting, Custom Reports - highly detailed reports pertaining to all your campaigns, channels, journeys, users, segments, funnels, cohorts, and uninstalls, as requested by you!

While Standard Reports scheduled through your dashboard should take care of all your regular analytical needs, you can always request Custom Reports for any additional data points you need. Please get in touch with your Customer Success Manager or drop in a few lines at [email protected] with all your requirements, we'll be delighted to assist you!