Group Report, Email

The Group Report, Email provides information about email notifications sent to multiple users within the last 6 months.

Supported output

  • Web browser: Results display immediately in the browser window.
  • CSV: Creates a comma delimited version of the report which is available for 48 hours on the reports main page under Current Reports. Once the report is processed, you can download it to your local storage device and open it in Excel or a similar program.
  • PDF: Creates a PDF version of the report which is available for 48 hours on the reports main page under Current Reports. Once the report is processed, click download to open it in a browser window.

Report filters

  • User Status: Select All, Active or Inactive. Defaults to Active.
  • Email Type: Select All, Non-recurring, or Recurring. See Custom Emails for more information about recurring and non-recurring email types.
  • Sent in Last: Enter the number of Day(s), Week(s), or Month(s) to include in the data. Select All to see data for the past 6 months from 'today.'
  • Demographic Filters:

    Demographic Filters include all user attributes associated with your organization. For each attribute, select the value you want to filter by. If you filter by more than one attribute, users must be associated with each attribute value selected.

    For example, if you select the State value of Arizona, and the City value of Phoenix, only users assigned both values are included in the report results.

    Note: For reports that use attribute filters, the user-specific attributes mapped on the Setup > Percipio Settings page, only display values that are associated with an audience. All other values are removed from the drop down, but still display in CSV reports.

Results

Web output

  • Query Criteria: Lists all parameters, filters, and options selected for the report.
  • Email Title: The email name is used as a row header, with user data listed under each email.
  • Last Name: Last name of the user that received the email.
  • First Name: First name of the user that received the email.
  • UserID: Percipio Compliance user ID.
  • Email Address: The email address where the email was sent.
  • Sent Date: The most recent date the email was sent.
  • Recurring: Indicates whether or not the email is sent on a recurring basis.
  • Content: Click the content link to open the email sent to the user.

CSV output

  • Email Title: The title of the email sent to the user.
  • Last Name: Last name of the user that received the email.
  • First Name: First name of the user that received the email.
  • UserID: Percipio Compliance user ID.
  • Email Address: The email address where the email was sent.
  • Sent Date: The most recent date the email was sent.
  • Recurring: Indicates whether or not the email is sent on a recurring basis.

PDF output

  • Query Criteria: Includes a limited list of filters selected for the report.
  • Email Title: The email name is used as a row header, with user data listed under each email.
  • Last Name: Last name of the user that received the email.
  • First Name: First name of the user that received the email.
  • UserID: Percipio Compliance user ID.
  • Email Address: The email address where the email was sent.
  • Recurring: Indicates whether or not the email is sent on a recurring basis.
  • Sent Date: The most recent date the email was sent.