Reporting function is important for you to view, organize, and analyze your campaign data. With XPO, you can schedule your reports and share with it others (who may not have access to XPO) via link or email.
You can share multiple campaign reports all at once via a
- Report link OR
If you would like to share the report in Excel format, there is an email option. Any users who receive the email would be able to download the campaign insights and save it for future use.
Both report link and email have an expiration ranging from 2 weeks to 6 months.
How to Share via Report Link?
1. Select the Reports
Under Reports menu, click on Insights and select the campaign(s) that you wish to share and click on Share report link.
2. Select Report Duration
Choose the report duration that you wish to share:
- Last 7 Days
- Last 14 Days
- Last 30 Days OR
- Custom duration
Click on Apply to view the report.
3. Select Level of Detail of Report
You have the option to show the overview numbers via Overall, or select additional fields to be shared in the report by choosing Detailed.
SAMPLE: Overall Campaign Report
SAMPLE: Detailed Campaign Report
4. Share Report via Link
Set the expiry date for the report link. The link will not be accessible after the expiry date.
Copy the link and start sharing with others.
How to Share Report via Email?
Repeat the above from STEP 1 to 3.
4. Share Report via Email
Type in the email address of the recipients and choose the expiration for the report. Once done, click Send.
The recipient will receive an email to download the report.