Understanding the Analytics Tab

The Analytics tab in Flow elements displays aggregated metrics, such as the number of emails or WhatsApp messages sent, opened, or clicked. However, this data is not easily accessible for creating custom reports or dashboards.

To create more granular reports, we need to access the underlying data stored in Data Cloud objects. The Message object contains information about each message sent, including the message ID, name, and status. The Individual object contains information about each individual, including their ID, name, and engagement history.

Accessing Individual-Level Data

To access individual-level data, we can use the Bulk Message with Message Engagement report. This report provides detailed information about each message sent, including the individual ID, message name, and message status.

However, as noted by a community member, the report only allows us to add up to two objects, making it challenging to create reports with multiple data points, such as individual name, message name, and message status.

The limitation in the number of objects that can be added to the report is a current platform constraint.

Workaround and Best Practices

To create more comprehensive reports, we can use Data Cloud to query the Message and Individual objects directly. We can use SQL to join these objects and create custom reports with the desired data points.

example.sql

SELECT i.IndividualID, i.IndividualName, m.MessageName, m.MessageStatus
FROM Message m
JOIN Individual i ON m.IndividualID = i.IndividualID
WHERE m.MessageType = 'Email' OR m.MessageType = 'WhatsApp';

Checklist for Creating Custom Reports

• Identify the required data points, such as individual name, message name, and message status
• Use Data Cloud to query the Message and Individual objects
• Join the objects using SQL to create a custom report
• Use the Bulk Message with Message Engagement report as a starting point
• Test and refine the report to ensure data accuracy

What is the difference between the Analytics tab and Data Cloud objects?

The Analytics tab provides aggregated metrics, while Data Cloud objects contain detailed, individual-level data.

Can I use the Bulk Message with Message Engagement report for both Email and WhatsApp messages?

Yes, the report can be used for both Email and WhatsApp messages.

How do I access the Message and Individual objects in Data Cloud?

You can access these objects using SQL queries in Data Cloud.

What are the limitations of the Bulk Message with Message Engagement report?

The report only allows up to two objects to be added, limiting the amount of data that can be included.