Ecommerce Growth

How to Create Custom Klaviyo Reports in 5 Easy Steps

Ecommerce Growth

How to Create Custom Klaviyo Reports in 5 Easy Steps


Brief Overview of Klaviyo Custom Reports

Are your email campaigns hitting their targets? If you're not sure, then it's time to dive into the world of Klaviyo custom reports. Navigating the bustling world of e-commerce can be challenging, especially without the right tools at your fingertips. As our in-house expert Steve from First Pier loves to say, "What gets measured, gets managed."

That's why the Klaviyo email marketing platform is a game-changer. Klaviyo's robust reporting features can decode the patterns in customer behavior, shed light on high-performing campaigns, and help allocate resources for maximum results. It's the difference between guessing and knowing; it's a goldmine for unlocking your e-commerce potential.

Importance of Custom Reports in E-commerce

Think of Klaviyo custom reports as your personal navigator through the vibrant landscape of e-commerce email marketing. Whether your business is still a startup or an established brand, these reports offer the detailed know-how you need to make savvy business decisions.

The power of these customizable reports doesn't stop with email campaigns. Klaviyo's comprehensive platform transcends email marketing, extending to SMS messaging, website analytics, Shopify transactional emails and more. So what does this mean for you? It's simple—more data, more insights, more growth.

Here's a quick snapshot of what Klaviyo Custom Reports offer:

  • Multi-Channel Analysis: Evaluate your email, SMS, and website performance all at once.
  • Data Integration: Seamlessly combine information from different platforms
  • Customization and Automation: Tailor your reports to your needs, automate them, and share with your teams.
  • Contextual Analytics: Track your metrics alongside the campaigns they're tied to.
  • Performance Benchmarking: Compare your metrics to industry standards.

Klaviyo Report Overview - klaviyo custom reports infographic roadmap-5-steps

The beauty of custom reports is in the name—they're custom! Armed with these powerful tools, you can create tailored reports that perfectly fit your business needs. Ready to get started? Course you are! So let's dive into the five easy steps to creating your Klaviyo custom reports.

Step 1: Understanding the Basics of Klaviyo Custom Reports

What is a Custom Report?

Klaviyo custom reports are tailor-made reports unique to your business needs. It's like having a tailored suit that fits your business perfectly. Custom reports allow you to choose specific metrics and dimensions that resonate with your business goals. You can choose from a variety of metrics such as email delivery rate, open rates, clickthrough rates, and conversion rates.

Different Types of Reports in Klaviyo

Klaviyo offers a variety of report types, each designed to offer unique insights. You have campaign reports that provide comprehensive data on your individual email campaigns. Flow reports offer in-depth analysis of your automated email flows. List reports give insights into your email list growth and engagement over time. Each of these report types can be customized to your specific needs, giving you a detailed view of your e-commerce performance.

Benefits of Using Custom Reports

The benefits of using Klaviyo custom reports are manifold. They allow you to gain a comprehensive understanding of your business's performance by viewing data through various filters and time frames. You can analyze performance for specific segments or time periods, helping you to focus on the data that matters most to your business.

Custom reports also provide actionable insights that can help you optimize your email marketing strategies and drive better engagement and conversions. With Klaviyo custom reports, you're not just looking at numbers—you're decoding the story behind those numbers to make data-driven decisions and strategies.

In the next section, we'll dive into how to set up your custom report in Klaviyo. Stay tuned!

Step 2: Setting Up Your Custom Report in Klaviyo

Creating a custom report in Klaviyo is like painting your own masterpiece—you decide what data to include and how to present it. This powerful feature allows you to generate klaviyo custom reports that are tailored to your unique business needs. Let's walk through the process.

Navigating to the Custom Reports Section in Klaviyo

The first step in creating a custom report is to navigate to the right place in your Klaviyo dashboard. Here's a simple road map:

  1. Log in to your Klaviyo account.
  2. Click on the "Analytics" option in the menu on the left side of your dashboard.
  3. Select "Custom Reports" from the dropdown menu.

You've arrived at the hub of custom reports where you can create, manage, and view your customized data.

Choosing the Right Metrics and Dimensions for Your Report

This is where the fun begins. Think of metrics and dimensions as the building blocks of your report. They represent the specific data points you want to analyze.

A good starting point is to align your metrics and dimensions with your business goals. For instance, if you're looking to improve your email campaigns, you may choose metrics like email open rates, clickthrough rates, and conversion rates.

The beauty of custom reports is that you can get as detailed as you want. You can select a group modifier, like profile property data, to further fine-tune your report.

Remember, the aim is to choose metrics and dimensions that provide meaningful insights, not just data.

Using Pre-Built Report Templates in Klaviyo

If you're not sure where to start or want to save time, you can leverage Klaviyo's pre-built report templates. These templates provide a solid foundation for your report, which you can then customize to fit your specific needs.

These templates come with pre-selected metrics and dimensions that are commonly used in ecommerce, giving you a head start in your report creation process.

Creating custom reports in Klaviyo is a powerful way to harness data to drive your business forward. In the next section, we'll show you how to customize your report further with filters and custom time ranges. So, keep reading!

Step 3: Customizing Your Klaviyo Report

Having set up the basics, it's time to add some personal touches to your Klaviyo custom report. These tweaks will allow you to focus on the data that matters most to your business.

Applying Filters to Narrow Down Data

In essence, a filter acts as a lens, helping you focus on specific data points. For instance, if you're keen on analyzing performance for a specific gender or a specific product, you can add these as filters. This will narrow down your data, making your analysis more targeted and relevant.

Remember, your business is unique and your reports should reflect that. Don’t be afraid to play around with different filters to find what works best for you.

Klaviyo custom reports filter - klaviyo custom reports

Customizing Visualizations and Layout of the Report

The way your data is presented can greatly affect how you interpret it. Klaviyo gives you the flexibility to customize the visualizations and layout of your report. This could be changing from a bar graph to a pie chart or adjusting the order of the columns.

If you're a visual person, consider using color-coding or other visual cues to highlight important data or trends. This can make your report more engaging and easier to understand.

Saving and Accessing Your Custom Report

After all the hard work you've put into creating your custom report, you want to ensure you can easily access it whenever you need. Thankfully, Klaviyo makes this easy. Once you're satisfied with your report, simply hit 'Save'. You can then access your report at any time under the 'Custom Reports' section.

A good practice is to give your report a descriptive name. This will help you and your team easily identify the report in the future.

In a nutshell, customizing your Klaviyo report helps you to focus on the data that is most relevant to your business. By applying filters, adjusting visualizations, and saving your report, you can create a powerful tool that is uniquely tailored to your needs.

In the next section, we'll look at how to schedule and share your custom report with your team, ensuring everyone is on the same page. Stay tuned!

Steve's Pro Tip: Regularly revisit and revise your reports. Your business is dynamic, and your reports should be too. As you gain new insights or as your business goals evolve, don’t hesitate to update your report filters or layout. This will ensure that your Klaviyo custom reports continue to deliver valuable insights that drive your ecommerce success.

Step 4: Scheduling and Sharing Your Klaviyo Custom Report

Now that you've created your custom report, it's time to put it to work. Let's go through how to schedule your report to run automatically, share it with your team, and understand the privacy implications of sharing.

How to Schedule Your Custom Report to Run Automatically

With Klaviyo, it's easy to schedule your custom reports to run automatically. This ensures that you and your team always have the most up-to-date data at your fingertips.

  1. Navigate to the custom report you want to schedule.
  2. Click on the 'Settings' tab.
  3. Choose the frequency at which you want the report to run (daily, weekly, monthly).
  4. Select the time of day you want the report to run.
  5. Click 'Save'.

Now, your custom report will automatically update at the frequency you've set, saving you time and ensuring you always have the latest data.

Sharing Your Custom Report with Team Members

Sharing your custom report is as easy as a few clicks. This makes collaboration with your team seamless.

  1. Navigate to the custom report you want to share.
  2. Click on the 'Share' button at the top of the report.
  3. Enter the email addresses of the team members you want to share the report with.
  4. Click 'Send'.

Just remember, when you share a custom report, only the configuration information is shared. Your data remains private.

Understanding the Privacy of Shared Custom Reports

It's important to understand that when you share a custom report, you're not sharing your actual data, but the configuration of the report. This means your team members will see the same report layout and filters, but the data they see will be based on their own access level.

This ensures the privacy of your data and allows each team member to apply the shared report configuration to their own analysis. It's a smart way to promote team collaboration while maintaining data privacy.

By scheduling and sharing your Klaviyo custom reports, you can ensure that your entire team is informed and aligned. This not only promotes a data-driven culture within your team but also helps you make more effective decisions for your ecommerce success.

Step 5: Analyzing Your Custom Report and Making Data-Driven Decisions

Now that you've created and shared your Klaviyo custom reports, it's time to dive into the real essence of data collection - interpretation and decision making.

Interpreting the Data in Your Custom Report

Each number in your report tells a story, and it's crucial to understand what these numbers signify. Focus on key metrics such as email delivery rate, open rates, clickthrough rates, and conversion rates. These metrics provide a comprehensive view of your email campaign performance, allowing you to identify what's working and what needs improvement.

Moreover, Klaviyo's integration with Shopify provides a unified view of data, giving insights into every interaction users have with your site. This data can help you better understand your customers' behavior and preferences, enabling you to tailor your marketing strategies to meet their needs.

Using Your Custom Report to Improve Your Email Marketing Performance

Reports aren't just about displaying data. They're about leveraging that data to make better decisions and drive your ecommerce success. By monitoring real-time revenue data per automation, campaign, segment, and channel, you can determine which strategies are driving the most revenue. This allows you to allocate your resources and efforts more effectively, focusing on strategies that yield the best results.

Klaviyo's predictive analytics capabilities also enable you to anticipate customer behavior. It can predict the next time a customer will make a purchase, their total future spending, and even the average time spent between orders. By leveraging these insights, you can create highly targeted campaigns and personalized experiences that drive customer engagement and sales.

Collaborating and Discussing Data with Your Team

Interpreting data shouldn't be a solitary endeavor. At First Pier, we believe in the power of collaborative data analysis. Discuss your report insights with your team, and you'll likely come up with new, valuable ideas. For example, our team used Klaviyo's predictive analytics features to anticipate a client's customer behavior. Based on the insights, we created a highly targeted email campaign, which resulted in a significant increase in customer engagement and sales.

In short, creating Klaviyo custom reports is only the first step. The magic lies in analyzing, interpreting, and utilizing the data to supercharge your email marketing strategies. So, don't just stop at creating reports. Dive into the data, collaborate with your team, and let the data guide you towards ecommerce success.


Recap of the Steps to Create a Custom Klaviyo Report

To harness the power of Klaviyo custom reports, follow these simplified steps:

  1. Understand the basics, including what a custom report is, the different types of reports available in Klaviyo, and their benefits.
  2. Set up your custom report by navigating to the appropriate section in Klaviyo, choosing the right metrics and dimensions, and using pre-built report templates.
  3. Customize your report by applying filters and customizing visualizations and layout. Save your report for future reference.
  4. Schedule your report to run automatically and share it with your team, ensuring you understand the privacy settings.
  5. Analyze your report, interpret the data, and use the insights to improve your email marketing performance. Collaborate and discuss the data with your team.

The Role of Custom Reports in E-commerce Success

Custom reporting is not just about data collection; it's about turning data into actionable insights. It's about understanding your customers, their behaviors, and their preferences. It's about identifying trends and patterns that can shape your email marketing strategies.

As Steve, our Klaviyo expert, often says, "Data never exists in a silo. Much like dominoes, one metric often influences many others." By creating custom reports, you gain a comprehensive understanding of your business's performance. This understanding, in turn, empowers you to make informed, data-driven decisions that can significantly impact your e-commerce success.

Encouragement to Start Creating Custom Reports in Klaviyo Today

As we've seen, Klaviyo custom reports offer a goldmine of data that can give you a competitive edge in the e-commerce landscape. They provide the insights you need to understand your audience better, enhance your email marketing strategies, and ultimately, grow your business.

So why wait? Start creating custom Klaviyo reports today and unlock the full potential of your e-commerce business. The power of data is in your hands. Use it wisely.

For more information on Klaviyo, e-commerce reporting, and how to leverage data for e-commerce success, check out our Klaviyo guide and ecommerce reporting articles.

There's more where that came from

Enjoyed the read? There’s a heap more where that came from! Hit the ‘Subscribe’ button below, it’s a two-second affair, but the bounty of e-commerce wisdom we share is endless. You’d be silly not to!