Monthly Email Reporting Checklist

Use this before the mistake becomes expensive

Use this at the end of each month or campaign cycle.

Check these items before you move on

• Separate campaign performance from automation performance.
• Report opens only as a directional signal.
• Review clicks, conversions, revenue, unsubscribes, and complaints.
• Compare results by segment and lifecycle stage.
• Document the next test or improvement.
• Archive the lesson learned for future planning.

Make the checklist easier to use every time

• A good report changes what you do next.
• Avoid reporting metrics without a decision attached.

Use these next if you found a gap