Open a New Export

1. Navigate to Reports > Data Studio and select New Export
2. Enter a Name and Description for this Export and click Next

Export Definitions

Data Studio Exports are generated in 7 steps:

General

• Enter a Name for the report you are creating
• Enter a description (optional)

Click Next

Data Set

1. Select a Data Set to work with:
   • Email Messages
   • Forms: Including Classic Forms and New Forms
   • Landing Pages
   • Media
   • Webinars: From WebEx or GotoWebinar
   • Webpages: Beacon Tracker data
   • Lists/Segments
2. Select the check boxes for actions you want to export
3. Select additional data settings, such as ignoring your registered internal IPs (recommended)
4. Select Inclusive Filters or Incremental Updates:
   Note: It is highly recommended to filter out data you will not be using. Data outside these filters will be excluded from the Export and cannot be retrieved later. However, limiting data with these filters will make reports much faster to generate and will cost fewer tokens.
   • Behavior Datasets can use Inclusive Filters:
     • Inclusive Filters restrict the dataset to the selected filter, limiting the results included in your report
     • Available filters vary by dataset as follows:
       • Email Messages: Campaigns, Messages, Automated Programs
       • Forms: Campaigns, Forms
       • Landing Pages: Campaigns, Landing Pages
       • Media: Campaigns, Media
       • Webinars: Campaigns, Webinars
       • Webpages: Whitelist, Blacklist
   • Profile Datasets such as Lists and Segments can use Incremental updates:
     
     • The first time you run a report with this setting, your data will include all contacts in the selected list(s) and/or segment(s). On subsequent runs, it will include contact records which were modified and/or created after the report's Last Run date.
     • This is best for reports you will be running on a periodic basis.
     • Note: This report will reflect new contacts in your list or segment, but it cannot reflect when existing contacts enter a segment.
5. Click Next.

Grouping

Choose how data is grouped and 

• Detailed log data provides a single line for every interaction, with no grouping (eg., for messages, a separate line for each open, click, etc.)
• Aggregated rolled-up data shows a single line for each check box you select (eg., for messages with Action Month selected, a single line for each month with only the totals shown for opens, clicks, etc.)
  • Blue/black attributes will always apply to all data points
  • Red attributes are shown for all standard fields used in your account – if you are not using this field across all of your marketing activities, you can still choose it but its totals might be blank

Click Next

Fields

1. Choose the fields to be used in your Export.
2. Drag and drop in your desired column order.
3. Check or un-check "Generate as Unique Metrics" as needed

• This function changes the kind of data provided. Instead of providing the total or aggregate data (visits/opens/clicks), it changes the report to include the number of unique visits/opens/clicks. For example:
  • Check this box to determine "how many people visited a page". This reports a count of contacts who visited a specific page. (If a contact visited a page 2x, the report count would only be 1.)
  • Lead unchecked to determine "how many times a page was visited". This reports the total times the page was viewed (if a contact visited a page 2x, the report count would be 2).

Click Next

Filters

Add filter logic (equals, contains, etc.) for how to use that fields.

• Filters are Case Sensitive
• Multiple term filters must be entered on separate lines

Click Next

Schedule

Select the schedule for the Export

• On demand: You must manually click Generate each time you want to retrieve the data
• Daily/weekly: Includes the last 7 days' data only

  Note: The time of day when you click Save will be used on future schedules

• Monthly: On the first of the month, exports the last month’s data

Click Next

Delivery

Choose delivery options

• Downloadable file, FTP, or a cloud storage option (these must be configured separately before exporting)

  Note: If you are exporting to a subfolder on Dropbox, be sure that you prepend the subfolder name(s) with '/'

  
• Name for the file (append date if desired)
• Formats
  • CSV
  • CSV ZIP
  • CSV GZ
  • XLSX

    Note: The ZIP or GZ options are best if you are dealing with a large amount of data. If you are experiencing slowness or unresponsiveness upon export, make sure a zipped format is selected

• Email notifications can go to as many recipients as you like. The notification is a statement that the export is complete, so recipients should be informed separately of how to access the data.

Click Next

Finish 

Once you have configured all export definitions, click Finish and you are now ready to generate your reports.