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This article builds on foundational reporting concepts. Click here first to understand saved reports, filters, and columns.
The five templates below provide starting-point configurations with step-by-step setup instructions. You can customize any threshold, filter, or column to match your specific goals—these are designed as frameworks, not fixed rules.
Note on team data: You can only view one team at a time in reports. To compare multiple teams, export each separately and combine the data externally.
Team Email Performance
This report displays your team's email engagement by showing which campaigns generated the most opens and clicks. Ideal for identifying top-performing content types or sender patterns.
Setup Instructions
Click Analytics at the top of the ContactMonkey dashboard, then select the Report Builder tab.
1. Configure Your Columns
- Email Summary: Subject, Sent By, Recipients
- Opens/Clicks: Open Rate, Click Rate
2. Apply Filters
Add any relevant filters to narrow results. Common examples:
- Time period: "Sent Date → Between → Jan 1, 2025 to Mar 31, 2025"
- Sender: "Sent By → Equals → [Name]"
3. Sort Your Results
- Best performers: Click the Open Rate column header (sort highest to lowest)
- Worst performers: Click the same header again (sort lowest to highest)
Tips for this report
- Identify trends: Look for subject lines or sender patterns in top-performing campaigns
- Quarterly reviews: Use the time-based filter to compare performance across quarters
- Benchmarking: Save this report monthly to track team engagement trends over time
High-Performing Campaigns
A filtered list of your best-performing campaigns to identify content that resonates most with your audience.
Setup Instructions
Click Analytics at the top of the ContactMonkey dashboard, then select the Report Builder tab.
1. Configure Your Columns
- Email Summary: Subject, Sent By, Recipients
- Opens/Clicks: Open Rate, Click Rate
2. Apply Filters
- Filter 1: Open Rate → Greater than → 40
- Filter 2: Click Rate → Greater than → 10
3. Sort by Engagement
Click the Open Rate column header to sort from highest to lowest. This shows your absolute top performers first.
What to do with your results
- Replicate patterns: Note subject line styles, tone, timing, and content length of top campaigns
- Best practices doc: Export these campaigns and create a style guide for your team
- A/B testing baseline: Use these as your control group for future A/B tests
- Save the report: Store as a recurring saved report to monitor when campaigns reach this threshold
Recent Campaigns by Reach
A report of recent campaigns that reached a significant audience, helping you track what's been sent and to whom.
Setup Instructions
Click Analytics at the top of the ContactMonkey dashboard, then select the Report Builder tab.
1. Configure Your Columns
Enable the following:
- Email Summary: Subject, Sent By, Recipients, Sent Date
- Opens/Clicks: Open Rate, Click Rate
2. Apply Filters
- Filter 1: Sent Date → After → [Select start date as 30 days ago to trends for the month]
- Filter 2: Recipient Count → Greater than → 500
Your report now shows only campaigns sent to 500+ people in the past month.
What to do with your results
- Impact analysis: See which recent large-scale sends performed best
- Audience fatigue: Identify if recent high-volume sends have declining engagement
- Team activity: Monitor what your team is communicating at scale
- Follow-up planning: Identify which large campaigns might need follow-up sends
Channel Performance Comparison
Two side-by-side filtered views comparing desktop vs. mobile open rates to optimize your emails for different devices.
Setup Instructions
Click Analytics at the top of the ContactMonkey dashboard, then select the Report Builder tab.
1. Configure Your Columns
- Email Summary: Subject, Sent By, Recipients
- Opens/Clicks: Desktop Open Rate, Click Rate
2. Apply Filter
- Desktop Open Rate → Greater than → 0 (shows only campaigns with desktop opens)
3. Sort by Engagement
Click the Desktop Open Rate column header to sort from highest to lowest.
4. Save Your Report
5. Create Mobile Performance Report
Repeat the steps above, but swap the following:
- Columns: Select Mobile Open Rate instead of Desktop Open Rate
- Filter: Mobile Open Rate (%) → Greater than → 0
6. Sort by Engagement
Click the Mobile Open Rate column header to sort from highest to lowest.
7. Save Your Report
8. Compare the Reports Side-by-Side
Open both saved reports to see which device generates more engagement for each campaign.
What to do with your results
- Optimize for device: If mobile open rates lag far behind, test mobile-friendly layouts
- Send time testing: Note if one device responds better to morning vs. afternoon sends
- Link placement: If mobile clicks are lower, test moving key links higher in the email
- Content length: Check if desktop-heavy emails underperform on mobile
- Save both reports: Store as recurring reports to monitor channel shifts over time
Engagement Trends
A detailed engagement report showing which campaigns generated not just opens, but re-engagement signals like multiple opens and actual reading time.
Setup instructions
Click Analytics at the top of the ContactMonkey dashboard, then select the Report Builder tab.
1. Configure Your Columns
- Email Summary: Subject, Sent By, Recipients
- Opens/Clicks: Open Rate, Click Rate
- Read Time: Enable all
- Audience Engagement (if applicable): eNPS Score Average
3. Apply Filters
- Multiple Opens → Greater than → 0
4. Sort by Engagement
Click any of the three Read Time column headers to sort from lowest to highest
What to do with your results
- Content quality indicator: Campaigns with multiple high opens indicate strong, relevant content
- Archive worthy: These are your most engaging templates—save for future reference
- Sender benchmarking: Compare multiple opens by sender to identify top communicators
- Refresh strategy: When engagement drops, reference these high-engagement campaigns for inspiration
- Re-engagement campaigns: Use these subject lines and formats for win-back campaigns
- Save the report: Store as a recurring report to identify your most engaging content formats over time