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Filtering Reports

Both the Email Activity and Templates Reports support filtering and sorting to help you zero in on the data that matters. Note: the Email Activity Report includes both tracked and untracked messages; the Templates Reports include only templates sent in tracked messages.

Email Activity Report​

In the Email Activity Report, filter by:

  • Reporting period — Choose a date range
  • Filter users by — Narrow to a specific team
  • Sort by — Choose a metric to sort on

Advanced filters:

  • Exclude My Data — Remove your own stats from the table and team averages
  • Exclude Users Without Activity — Hide team members with no emails sent in the selected period
  • Include Colleague Emails — Include emails sent to people at your own domain (excluded by default)

Templates Reports (By User and By Template)​

In the Templates Reports, filter by reporting period, team, and metric. Advanced filters include:

  • Exclude My Data — Remove your own template stats
  • Exclude Users Without Activity (By User only) — Hide team members with no template activity
  • Exclude Templates Without Activity (By Template only) — Hide templates that haven't been used
  • Exclude Personal Templates Usage — Show only shared Team Templates
  • Include Colleague Emails — Include templates sent to colleagues at your own domain (excluded by default)