Reporting

Reports

A record of what happened over a period, in a form you can hand to someone who does not use SenderSignal.

What reports are for

The history screens answer what is happening now. A report answers what happened over a period, as a file you can attach to an email or give to a client. Same data, arranged for someone who was not watching.

Two situations it suits particularly well:

  • An agency showing a client what changed while they were being looked after.
  • An internal review where somebody needs the numbers without being given a login.

The report types

You start by choosing a type rather than assembling one from scratch. Each is already the right shape for a particular question:

TypeAnswersCovers
Executive summaryHow is the whole workspace doingeverything
ReputationWhat happened to this asset's standingone asset
DeliverabilityIs this asset set up correctly to sendone asset
Inbox placementWhere did our test mail landeverything
WarmupHow is Inbox Boost progressingone asset
Incident reportWhat went wrong, and wheneverything
Period comparisonIs this period better than the last oneone asset
Weekly digestA short weekly recap, sent automaticallyeverything

The single-asset types ask you to choose the asset. If you want the same report for three domains, that is three reports, which is deliberate: a client should receive their own domain and nobody else's.

Generating one

Reputation Monitor, then Reports. Pick a type, pick the asset if the type needs one, set the period and format, and generate. It is built in the background and appears in the library when it is ready, so you can leave the page.

The period

The period is a number of recent days rather than a named month: 7 or 30 days, and on Business plans and above 60 or 90 as well. It always counts back from today, so a report generated today with a 30 day period covers the last 30 days.

A period longer than you have been monitoring is not an error. The report covers what exists rather than presenting a partial period as a full one.

How much detail to include

Three switches decide how deep the report goes. They are available on Business plans and above:

  • Google Postmaster data. Gmail's own view of your sending, where you have connected it. See sender reputation.
  • Asset events. The individual things that happened rather than only the totals.
  • Per-seed placement results. Every seed mailbox and where the message landed, not just the percentage. This is the material you want when somebody disputes a finding.

A section with nothing in it for that period is left out rather than printed empty, so a short report means a quiet period.

White-label removes SenderSignal branding so the report reads as yours. That one requires the Enterprise plan.

PDF or CSV

FormatBest for
PDFSending to a person. Laid out to be read, with the charts included.
CSVYour own analysis, or loading into a spreadsheet or another system. Data only, no layout.

Every type offers both, except the weekly digest, which is PDF only.

Scheduled delivery

Rather than remembering to generate one, set a weekly or monthly schedule and list the recipients. It is generated and emailed with nobody signing in. Scheduling requires a Business plan or above.

Recipients do not need SenderSignal accounts. That is the point: it is how a client or a manager stays informed without being given access to your workspace.

A schedule is not an alertA scheduled report arrives on its date whether anything happened or not. If you need to know the moment something changes, that is alerts. The two answer different questions, and most teams want both.

Share links

A generated report can be given a link that opens without signing in, for when emailing a file is awkward. Links expire, and you can revoke one at any time, so sharing a report is not the same as publishing it forever. Share links require a Business plan or above.

Anyone with the link can read that report while it is live, so treat it as you would the file itself. For something meant to stay public and current, use your status page instead.

The weekly digest

The digest is a switch rather than something you build. Turn it on and a short week-over-week recap across all your monitored assets arrives on its own. It is the one report worth having even if you never open the Reports screen again.

The report library

Everything generated is kept and can be downloaded again, so a report you sent months ago can be produced unchanged. Scheduled reports land there too, alongside the ones you made by hand.