How to create an Executive Summary for campaigns

Looking to create an Executive Summary for your survey instead? Click here.

An Executive Summary will provide you with additional insights regarding your campaigns. It is an easy way to collect and display key campaign statistics in a PDF file or online.

You are able to do this by first navigating to the Reports section within your Send account.

Click the Campaigns tab, and then select the Campaign that you want to create the summary with.

From the Advanced drop down menu, select Executive Summary.

From there you will be able to select which panels you want to include in your report. Once you've chosen which areas you would like to see reported on, click Create.

When created, you will be able to edit the text in the areas marked with red dashed lines to make notes and title your summary.

You can also reorder the panels by clicking and dragging the dotted icon next to the name of the panels.

Once you are happy with the layout and the content of your Executive Summary Report, you can either save it as a PDF file or as a PNG image. Once chosen, the summary will download.

Alternatively, you can click the Create Online Summary option to generate a URL for the report to view online and share to colleagues.