The Multi-Metric Report

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Overview

The Multi-Metric Report lets you understand your business and marketing performance across all of your core metrics in one, unified report. You can customize this report to account for your desired timeframe, properties, and groupings.

The Multi-Metric Report helps you answer questions like:

  • What do my key business KPIs over the last quarter look like?
  • What do my key business metrics look like over the last month, attributed only to email campaigns?
  • How are men versus women converting from cart to purchase, and who is spending more per order on average?

In this guide, you will learn more about what the Multi-Metric Report offers and where to find it in Klaviyo.

Build Your Report

To create a new Multi-Metric Report, navigate to the Analytics tab and click Create Custom Report.

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Under Report Type, select Multi-Metric Report from the dropdown, and give your report a name.

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You will be able to configure your report by selecting up to 10 different Metrics to report on. You can select any standard metric available in your account as well as select calculated metrics like certain rates (e.g., Open Rate). To add an additional metric, select + Add Metric.

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Next, decide how you want to analyze these metrics. All standard metrics support two different dropdowns to customize your analysis.

  • Total, Unique, or Value
    You can report on the total number of instances of an event (TOTAL) or the unique number of profiles that performed that event (UNIQUE). If the metric you select has a monetary value associated with it (e.g., Placed Order), you can also report on the value of the events (VALUE).
  • SUM or AVG
    You can choose one of two aggregations: SUM or AVG. SUM shows you the total of all events for your selected metric. For example, if there are two Placed Order events within the timespan you select, both with a $15 value, the VALUE SUM will be $30 and the TOTAL SUM will be 2. AVG shows the average of events that occurred for your metric. For example, if there are two Placed Order events within the timespan you select, both with a value of $15, the average will be $15.

You can add a modifier to group and filter your report by specific values. This allows you to build a more tailored report around your selected metrics, specific to your business needs.

  • Add Group By
    This option allows you to group values within your report by a specific property. You can then add a filter on top of this to make your grouping even more precise. You can group your reports by both email attribution and profile property data. Grouping and filtering by metric event properties are not possible in this report, as the different metrics you select will all have different related detailed event data.

    For example, you can group a multi-metric report to see a breakdown of how your revenue changes for a given month across flows and campaigns. Alternatively, group by Product Name to see how this differs by product. To do so, select +Add Group By and select your property of Product Name.

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    For more information on properties you can use for grouping, head to our Guide to Properties.

  • Add Filter
    Instead of grouping your report by specific attribution or profile properties, you can instead choose to limit your results by filtering what data is included. For example, if you only want to report on performance for a specific gender, select + Add Filter to set this up.

    If you want to be more inclusive, and limit to activity that meets several different criteria, you can add subsequent filters. These will all appear separated by the OR connector. At this time, it is not possible to report on a cross-section of filters separated by the AND connector. For example, you can report on all orders placed by those whose Gender equals Female OR whose Country equals United States. However, you cannot view activity only for those whose Gender equals Female AND whose Country equals United States.

    For more information on the distinction between AND and OR, head to our AND vs. OR Guide.

Finally, customize the time range of your report so that it only shows the data you care about. To adjust the timeframe, choose your selected time range and grouping from the associated dropdowns.

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You can adjust the time range to:

  • Today
  • Last 24 Hours
  • Yesterday
  • This Week
  • Last 7 Days
  • Last Week
  • This Month
  • Last 30 Days
  • Last Month
  • This Year
  • Last 90 Days
  • Last 365 Days
  • Last Year
  • Custom

You can also group the data by:

  • Daily
  • Weekly
  • Monthly
  • Yearly

Run and Export Your Report

After you configure a new report, the next step is to click Run Report to generate your results. A results summary will appear for you to review, and you can choose to export these results for further analysis.

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While it may take some time to generate your results, you will see a robust summary of your report populate as soon as your data is ready for analysis. If you don’t want to wait, we will notify you with an in-app notification and email when your results are ready.

You can see all your processing reports within the Analytics tab, marked with the In Progress tag. All of your previously run reports will be automatically saved here. It is not possible to save a partially configured report, but every report will be automatically saved after the first time it is run.

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When you navigate into an existing report, a timestamp of when the report was last run will appear above your results along with an Export button. If you wish to export the results of your report for further analysis, simply click Export.

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Update Report Results

Reports do not automatically refresh with data over time if you are using a relative timeframe such as Last 30 Days. To see when report results were last generated for a given report, look at the Last Run timestamp from either the Analytics tab or from within the report itself.

If you want to update your report results to pull in fresh data, navigate into the report and click Run Report again.

In the event that you need to see historical report results from previous runs, go to Custom Reports and select View History from the right-hand, three-dot menu.

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This will show all historical runs for your report of interest. To download the historical results of your report, select Export.

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Additional Resources

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