What reports should I build in Klaviyo?

Hey! We appreciate your partnership with Herb. As we continue to run your campaign with

us, we have implemented a new system to evolve the Herb Mail reporting that we provide.

This in order to better understand and visualize the revenue generated by this email engine.

There are 3 reports that we must run to get a full view, detail and understand of how the

campaign is performing. Follow the steps below to get your Herb Mail revenue report using

Report 1: Total Revenue Per Month

1. Enter your Klaviyo main dashboard and on the left side bar click the “Analytics” drop down

2. Then, select the “Custom Reports” option.

3. On the top right section click on the option “Create from scratch”

4. On the “Report Type” drop-down, select the option “Single Metric Deep Dive Report”
5. On the “Report Name” area, we recommend naming the report “Herbmail – 2023”
6. Standing now on the “Configure Report”, move on to the “Metric” area and select the drop-down to select measure.
7. Select the option “Placed Order” next to a Shopify icon.
8. On the “Total” area, click the drop-down and select the option “Value”
9. On the “SUM” area, the option remains “SUM”
10. Continuing on the section “Group or Filter” click on “+ Add Group By” and select the option named “tag”

NOTE: There might be a similar option named “Tags” – make sure you select only the “tag” option.

11. After selecting “tag” it will appear as “equal” and on the next box you will add “Herbmail”
12. In the “Timeframe” area select “Last 365 days” and then in the next box select “Month”
13. Click on the “Save & Run Report” option.

Report 2: MultiMetric Report

1. Enter your Klaviyo main dashboard and on the left side bar click the “Analytics” dropdown.

2. Then, select the “Custom Reports” option.

3. On the top right section click on the option “Create from scratch”

4. On the “Report Type” drop-down, select the option “Multi-Metric Report”
5. On the “Report Name” area, we recommend naming the report “Herbmail – 2023”
6. Standing now on the “Configure Report” section, move on to the “Metric” area and select the drop-down to select measure.
7. You will be selecting 6 different Metrics by clicking the “Add Metric” button
   1. Select the option “Checkout Started” then option “Value” then option “SUM”
   2. Select the option “Viewed Product” then option “Total” then option “SUM”
   3. Select the option “Clicked Email” then option “Total” then option “SUM”
   4. Select the option “Opened Email” then option “Total” then option “SUM”
   5. Select the option “Placed Order” then option “Value” then option “SUM”
   6. Select the option “Received Email” then option “Total” then option “SUM”
8. On the “Total” area, click the drop-down and select the option “Value”
9. On the “SUM” area, the option remains “SUM”
10. Continuing on the section “Group or Filter” click on “+ Add Group By” and select the option named “tag”
11. After selecting “tag” it will appear as “equal” and on the next box you will add “Herbmail”
12. In the “Timeframe” area select “Last 365 days” and then in the next box select “Month”
13. Click on the “Save & Run Report” option

Report 3: Engagement Report

1. Enter your Klaviyo main dashboard and on the left sidebar click the “Audience” drop down.

2. Then, select the “Lists & Segments” option.

3. On the top right section click on the option “Create List / Segment.

4. Then, select the right box named “Segment”

5. On the “Name” box, we recommend naming the report “Herbmail Contacts”
6. Leave the “Tags” box empty
7. On the “Definition” box select the option “Properties About Someone”
8. On the “Dimension” area select the option “tag” equals to “Herbmail”
9. Next, click on “Create Segment”

10. Klaviyo will find all of the people that matched the segment and then after the list has charged you will click on the option “Reports” and then click on “Engagement”

11. Click on the middle button “Run Engagement Report”