Segment reporting in Report Builder

Analyze how your segments perform in Report Builder, and break down campaign or Canvas results by segment membership.

Report Builder supports Segments in rows and as a drilldown option. If Segments doesn’t appear in your Rows or Drilldown dropdowns, this feature hasn’t been enabled for your account.

You can answer questions like:

How is a specific segment performing over time?
Which campaigns and Canvases are targeting a given segment, and how did each perform?
How does engagement compare across segments for a single campaign or Canvas?

note

Segment reporting is available only for segments with analytics tracking enabled. To select Segments in the Rows dropdown, you need the workspace-level “View Dashboard Reports” permission.

Report on segments

To report on segments directly:

Go to Analytics > Report Builder (New).
Select Create New Report.
In the Rows dropdown, select Segments.
(Optional) Select Add drilldown to break the segment data down further:
- Campaigns and Canvases: See which campaigns and Canvases targeted the segment, and how each performed.
- Date: See how a segment’s size or performance trends over time. Pair with a line chart to visualize the trend.
In Report content, open the Segments dropdown and select segments to add to your report.
Select metrics in Columns > Customize Metrics, then set your date range in Report content.
If you added a Campaigns and Canvases drilldown, add the campaigns and Canvases to include in the report.
Select Save and run.

For the full Report Builder workflow, see Creating a report.

Drill down by segment

To drill down campaign, Canvas, or channel reports by segment:

In the Rows dropdown, select Campaigns, Canvases, or Campaigns and Canvases.
Select Add drilldown, and choose Segment.
In Report content, open the Segments dropdown and select segments to add to your report.
Select metrics in Columns > Customize Metrics, then set your date range in Report content.
Add the campaigns or Canvases to include in the report.
Select Save and run to see performance broken out by each segment your campaigns or Canvases targeted.

This is especially useful for workspaces that send the same campaign or Canvas to multiple segments. You can see how each segment responded without manually cross-referencing segment membership and campaign performance.

Supported combinations

The following Rows and Drilldown combinations are supported for segment reporting:

Rows	Drilldown
Segment	Campaigns and Canvases
Segment	Date
Campaign	Segment
Campaign	Variant
Canvas	Segment
Campaigns and Canvases	Segment

note

Report Builder supports one drilldown at a time. If you select Campaigns in the Rows dropdown, you can drill down by Variant or Segment, but not both on the same report.

Metrics availability

Not all Report Builder metrics are available when you report on segments. Which metrics you can select also depends on whether Segments is in Rows or Drilldown, and whether the report includes a campaign or Canvas dimension.

Metric	Availability
Channel and general messaging metrics	Available for supported rows and drilldown combinations.
Conversion counts (Conversions A–D) and conversion event names	Available when segment and campaign or Canvas dimensions appear together. Use Segments in rows with a Campaigns and Canvases drilldown; or use Campaigns, Canvases, or Campaigns and Canvases in rows with a Segment drilldown.
Revenue and conversion rate	Not available for segment-dimensioned reports.
Segment purchase revenue and count	Available only when Segments is in rows.

For more on how your rows and drilldown selections affect metrics, see Metrics availability in Report Builder.

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