1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["5306"],{8314:function(e,t,i){i.r(t),i.d(t,{frontMatter:()=>l,default:()=>p,toc:()=>d,metadata:()=>s,assets:()=>a,contentTitle:()=>o});var s=JSON.parse('{"id":"reporting/how-do-i-filter-in-the-email","title":"How Do I Filter In the Email Activity and Templates Reports?","description":"How Do I Filter In the Email Activity and Templates Reports?","source":"@site/docs/reporting/how-do-i-filter-in-the-email.mdx","sourceDirName":"reporting","slug":"/reporting/how-do-i-filter-in-the-email","permalink":"/docs/reporting/how-do-i-filter-in-the-email","draft":false,"unlisted":false,"tags":[],"version":"current","sidebarPosition":9,"frontMatter":{"title":"How Do I Filter In the Email Activity and Templates Reports?","description":"How Do I Filter In the Email Activity and Templates Reports?","sidebar_label":"Filtering Reports","sidebar_position":9},"sidebar":"tutorialSidebar","previous":{"title":"Response Insights","permalink":"/docs/reporting/what-are-response-insights"},"next":{"title":"Custom Activity Fields","permalink":"/docs/reporting/use-custom-activity-fields-to-build-on"}}'),n=i(5893),r=i(65);let l={title:"How Do I Filter In the Email Activity and Templates Reports?",description:"How Do I Filter In the Email Activity and Templates Reports?",sidebar_label:"Filtering Reports",sidebar_position:9},o=void 0,a={},d=[{value:"Email Activity Report",id:"email-activity-report",level:2},{value:"Templates Reports (By User and By Template)",id:"templates-reports-by-user-and-by-template",level:2}];function c(e){let t={a:"a",code:"code",em:"em",h2:"h2",li:"li",p:"p",strong:"strong",ul:"ul",...(0,r.a)(),...e.components};return(0,n.jsxs)(n.Fragment,{children:[(0,n.jsx)(t.p,{children:"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."}),"\n",(0,n.jsx)(t.h2,{id:"email-activity-report",children:"Email Activity Report"}),"\n",(0,n.jsxs)(t.p,{children:["In the ",(0,n.jsx)(t.a,{href:"https://app.yesware.com/reports/activity/#/activity",children:"Email Activity Report"}),", filter by:"]}),"\n",(0,n.jsxs)(t.ul,{children:["\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Reporting period"}),": Choose a date range"]}),"\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Filter users by"}),": Narrow to a specific team"]}),"\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Sort by"}),": Choose a metric to sort on"]}),"\n"]}),"\n",(0,n.jsx)(t.p,{children:(0,n.jsx)(t.strong,{children:"Advanced filters:"})}),"\n",(0,n.jsxs)(t.ul,{children:["\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Exclude My Data"}),": Remove your own stats from the table and team averages"]}),"\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Exclude Users Without Activity"}),": Hide team members with no emails sent in the selected period"]}),"\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Include Colleague Emails"}),": Include emails sent to people at your own domain (excluded by default)"]}),"\n"]}),"\n",(0,n.jsx)(t.h2,{id:"templates-reports-by-user-and-by-template",children:"Templates Reports (By User and By Template)"}),"\n",(0,n.jsxs)(t.p,{children:["In the ",(0,n.jsx)(t.a,{href:"https://app.yesware.com/reports/templates/#/templates/by_user",children:"Templates Reports"}),", filter by reporting period, team, and metric. Advanced filters include:"]}),"\n",(0,n.jsxs)(t.ul,{children:["\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Exclude My Data"}),": Remove your own template stats"]}),"\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Exclude Users Without Activity"})," ",(0,n.jsx)(t.em,{children:"(By User only)"}),": Hide team members with no template activity"]}),"\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Exclude Templates Without Activity"})," ",(0,n.jsx)(t.em,{children:"(By Template only)"}),": Hide templates that haven't been used"]}),"\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Exclude Personal Templates Usage"}),": Show only shared Team Templates"]}),"\n",(0,n.jsxs)(t.li,{children:[(0,n.jsx)(t.code,{children:"Include Colleague Emails"}),": Include templates sent to colleagues at your own domain (excluded by default)"]}),"\n"]})]})}function p(e={}){let{wrapper:t}={...(0,r.a)(),...e.components};return t?(0,n.jsx)(t,{...e,children:(0,n.jsx)(c,{...e})}):c(e)}},65:function(e,t,i){i.d(t,{Z:()=>o,a:()=>l});var s=i(7294);let n={},r=s.createContext(n);function l(e){let t=s.useContext(r);return s.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function o(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(n):e.components||n:l(e.components),s.createElement(r.Provider,{value:t},e.children)}}}]);
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