When You Need Reports
Use reports to:
Track open rates, click rates, and engagement for sent campaigns
Identify which emails resonate with your audience
Export campaign data for further analysis or presentations
Share performance summaries with your team or stakeholders
Monitor workflow and drip campaign effectiveness over time
Understand geographic performance and click behavior
Newsletter Campaign Reports
Viewing Newsletter Performance
Go to Newsletters in your SendX dashboard
Click on the newsletter campaign you want to analyze
Navigate to the Performance tab
You'll see these key metrics:
Sent: Total number of emails successfully delivered
Opens: Total number of times your email was opened (includes multiple opens by the same contact)
Clicks: Total number of clicks on links in your email (includes multiple clicks by the same contact)
Unique Opens: Number of individual contacts who opened your email at least once
Unique Clicks: Number of individual contacts who clicked at least once
Unsubscribes: Contacts who opted out after receiving this email
Bounced: Emails that could not be delivered
What's the difference between total and unique metrics?
Total counts include repeat actions (if someone opens your email 5 times, it counts as 5 opens). Unique counts each contact only once, no matter how many times they opened or clicked.
Sharing a Newsletter Report as PDF
If you need to share your campaign performance with someone outside your SendX account:
Open the newsletter campaign and go to Performance
Click the Share button
Select Get Report Sharable Link
Copy the generated link and share it with anyone
Important: The shared link is public (anyone with the link can view the report) and expires after 30 days. After expiration, you'll need to generate a new link.
Exporting Newsletter Data to CSV
To export campaign summary data across multiple newsletters:
Go to the Newsletters page
Click the Stats dropdown button (located above your newsletter list)
Select a time range:
Today
Last 7 days
Last 15 days
Last 30 days
Or a custom date range
A CSV file will be emailed to you
The CSV contains campaign level summaries (one row per newsletter) including sends, opens, clicks, unsubscribes, and bounces for all newsletters sent during the selected period.
Need contact level details?
To see which specific contacts opened or clicked within a campaign, you must export that data from inside the individual campaign's performance page.
Workflow Reports
Workflows in SendX allow you to automate email sequences and track how contacts move through each step.
Accessing Workflow Reports
Go to Workflows
Open the workflow you want to analyze
Click the Reports tab within that workflow
Understanding Workflow Metrics
You'll see two types of reports:
Version Wise Report (Latest Version)
Shows performance data for the current version of your workflow. If you've made edits or updates to your workflow, this report reflects only the latest configuration.
Aggregate Report (Lifetime Performance)
Shows cumulative data across all versions of the workflow, regardless of edits or changes you've made over time.
Key metrics include:
Contacts Enrolled: Total contacts who triggered and entered the workflow
Active: Contacts currently in progress or waiting at a workflow step
Contacts Completed: Contacts who completed all workflow steps and exited
Goal Conversions: If you've set goals, you can measure how many contacts achieved them
Viewing Email Performance Within Workflows
To see detailed metrics for a specific email inside your workflow:
Open the workflow
Locate the email step you want to analyze
Click the Email Reports button on that step
This report includes:
Opens, clicks, unique opens, unique clicks
Geographic stats (where your contacts are located)
Click heatmaps (visual representation of where contacts clicked in your email)
Unsubscribes and bounces for that specific email
Note: Workflow reports cannot be exported to CSV or PDF. You can only view them within the SendX dashboard.
Drip Campaign Reports
Drip campaigns are automated email sequences sent based on a schedule or trigger.
Accessing Drip Reports
Go to Drip Campaigns
Open the drip campaign you want to review
Navigate to the Reports section within that campaign
Report Types Available
Individual Drip Step Reports
Each email in your drip sequence has its own performance report showing opens, clicks, unsubscribes, and bounces for that specific email.
Overall Drip Performance
A summary view showing cumulative performance across all emails in the drip campaign.
Exporting Drip Campaign Data
You cannot export overall drip performance reports, but you can export contact level data for individual drip steps:
Open a drip campaign
Go to the specific drip step you want to export
Export contact lists for:
Contacts who opened
Contacts who clicked
Contacts who unsubscribed
Contacts who bounced
This is useful when you want to segment or follow up with contacts based on their behavior at a specific step in your drip sequence.
Important Notes and Limitations
Export Limits
There are no limits on the number of campaigns or rows you can export via CSV for newsletters.
Data Access
Reports are available for all campaigns regardless of status (active, paused, or stopped).
User Permissions
All team members can access reports. There are no role based restrictions.
Report Retention
SendX retains all historical report data with no time limit. You can view performance for campaigns sent at any time.
What Can and Cannot Be Exported
Report Type | Export Available | Format |
Newsletter summary | Yes | CSV (emailed to you) & PDF |
Newsletter contact level data | Yes | CSV |
Workflow reports | No | View only in dashboard |
Drip campaign overall | No | View only in dashboard |
Drip step contact level data | Yes | CSV for openers, clickers, etc. |
Common Questions
Q: Why do my total opens and clicks seem higher than unique opens and clicks?
A: Total metrics count every action. If one contact opens your email 10 times, that counts as 10 opens but only 1 unique open. This is normal and indicates repeat engagement.
Q: Can I schedule automated report exports?
A: Not currently. You need to manually export reports each time using the Stats dropdown or campaign export options.
Q: What happens if I export a very large date range?
A: There are no size restrictions. The CSV will be generated and emailed to you regardless of how many campaigns are included.
Q: I updated my workflow. Will the report show old or new performance?
A: The "version wise" report shows only the latest version's performance. Use the "aggregate report" to see lifetime data across all versions.
Q: Can I compare performance across multiple campaigns?
A: Export your newsletter stats as CSV, then use spreadsheet software like Excel or Google Sheets to compare and analyze multiple campaigns side by side.
Q: The shared PDF link isn't working. What should I do?
A: Shared PDF links expire after 30 days. Generate a new sharable link from the campaign's Performance tab.
Q: Can I see which specific contacts opened or clicked my newsletter?
A: Yes, but you must export that data from within the individual campaign's performance page. The Stats CSV export only provides campaign level summaries.
Q: Do I need a paid plan to access reports?
A: Reports are available on all plans, including free trials, with no restrictions.
If you need help interpreting your report data or have questions about specific metrics, contact SendX support for personalized guidance.