The reporting function is important for you to view, organize and analyze your campaign data. With XPO, you can schedule your reports and share them with others (i.e. those 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
- An Email
If you wish to share a report in Excel format, use the email option. Any user who receives the email will be able to download the campaign insights and save them for future use.
Both the report link as well as email have an expiration duration, ranging from 2 weeks to 6 months.
How to Share a Report via Report Link?
1. Select the Reports
Under Reports, click on Insights and select the campaign(s) that you wish to share and click on Share report link.
2. Select Report Duration
Select the duration your report should reflect:
- Last 7 Days
- Last 14 Days
- Last 30 Days OR
- Custom duration
Click on Apply to view the report.
3. Decide How Detailed You Want Your Report to Be
You can choose to share only the overview numbers via Overall. Alternatively, you can choose to share additional information using Detailed.
SAMPLE: Overall Campaign Report
SAMPLE: Detailed Campaign Report
4. Share Report via Link
Set the expiry date after which the report will become inaccessible via the specified link.
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 set the expiration date for the report. Once done, click Send.
The recipient will receive an email to download the report.