Use this example report as a starting point for communication reporting in Slate. The report summarizes message activity, message tracking, and message mailings with high opt-outs so your team can review communication performance in one place.
Try a Slate example 💼
Copy this Suitcase ID and paste it in Database → Suitcase Import to import the example communications report:
f80fb52e-1869-4852-8717-4ed47cf89b6d:slate-outreach
⭐ Get Inspired
This article was adapted from a post by Technolutions staff in the Slate Community Forums' Get Inspired space. Have a great idea for a Get Inspired post? Let us know!
What's included
The example report includes three report parts:
Email Names: Summarizes message counts by selected statuses and, where applicable, by a narrower delivery date window.
Message Tracking: Helps review engagement and tracking-related message data.
Message Mailings with High Opt Outs: Highlights mailings that may need additional review because of opt-out activity.
Review the report bases
Two report parts are built on message-related bases. The Messages table can be large because it stores one row per message sent from your database.
📝 Note
The example includes top-level filters to limit how much message data the report parts render. If your report still returns long lists of data, add more top-level filters, such as filters by mailing name, folder, status, or delivery date.
Review the Email Names part
The Email Names part is grouped first by message mailing folder and then by message mailing name. This grouping lets users start with a folder-level view, then select a folder to review individual message mailings.
The part is sorted descending by CR - Past Year in the source example.
⭐ Best practice
If your team wants to see message mailings without first opening a folder group, adjust the grouping so the report groups by message mailing only.
Customize the report
Copy the report or report parts before making major changes.
Update filters so the report reflects the communication types, folders, and date windows your team reviews.
Adjust grouping and sorting to match how your team scans communication performance.
Test each report part after changing filters because message-related tables can return large result sets.