Check the performance of your program and share the results with others by generating a report in Performance Insights. The available reporting options include email and SMS. As an example, we will present how to create a performance report for program emails.

1. Go to Reports > Performance Insights in the Campaign menu.
2. In the tab menu, click Create report. From a number of report templates, choose Email channel.
3. You will see a sample report dashboard. Give your report a unique name by filling the form field in the dashboard.
4. Click Add to confirm and you'll see your newly created report under My reports in Report menu.
5. Click on the tab in My reports to reveal pre-set time filters (Last week, Month-to-date or Quarter-to-date) and New filter set option.
   1. Click one of the pre-set filters to continue, or
   2. Click New filter set option and choose a different time frame. You can pick specific calendar days or other date ranges in the Rolling dates tab.
6. Customize your filter set.
   
   1. If you clicked a pre-set time filter, you are taken straight to a report main page. Click the funnel icon to add more filters. If you clicked New filter set, simply click Next after selecting the time filter.
   2. Click Audience name and choose the audience associated with your program.
   3. Click Email types and select Program.
   4. Click Program name > Add criteria and choose the program.
   5. Add other filters according to your preference.
   6. Click Next.
7. Give your filter set a specific name, add a description, and click Save.

The report consists of widgets presenting commonly used metrics:

• Delivery KPIs: Sent, Delivery rate
• Engagement KPIs: Open rate, Click rate, Click-to-open rate, Unsubscribe rate
• Other metrics: Bounce rate, Sent volume

You can add more widgets, edit the existing ones or delete them as you prefer.

Note: If you decide to change your custom filter set, you don't need to generate a new one. You can refine the filter from the dashboard by editing date range (calendar icon) and filters (funnel icon). If you want to create a mobile app messaging report for your program, use these panels in classic reporting: export all contacts, a lead route, or current contact status.