To run the Email Opt-In Status Report

1. Click Data Management on the top-level navigation bar and then select Reports from the drop-down list to open the Report Selection page.

2. Click the plus sign (+) beside the Email Reports folder to display the contents of the folder.

3. Click the link for the Email Opt-In Status Report.

4. On the Report Configuration screen that opens, complete the following options:

   1. In the Select to filter by Opt-In Status section, choose one of the following options:

      • Opted In or Out - Returns data for all recipients who took action to opt-in or opt-out of email.

      • Opted In - Returns data for recipients who opted-in to an email.

      • Opted Out - Returns data for recipients who opted-out of receiving emails.

   2. (Optional) In the Check to include Opt-In Historysection, select Show History to include opt-in and opt-out interactions for each constituent.

   3. (Optional) In the Filter by Group section, you can leave the checkbox unchecked to include all recipients for the site, or limit the amount of data returned by completing the following actions:

      1. Check the Filter by Group checkbox.

      2. Select a group of users.

   4. In the Date Sent section,define the date range for which you want to return email data:

      • Leave the Predefined Date Range radio button selected and All Dates displayed in the drop-down menu to generate information up to the current date.

      • Or, click the Predefined Date Range drop-down menu and select one of the following options:

      • This Month

      • Last Month

      • This Calendar Year

      • Last Calendar Year

      • This Quarter

      • Last Quarter

      • This Fiscal Year

      • Last Fiscal Year

      • Or, click the Custom Date Range radio button and use the drop-down menus to set specific dates.

5. Provide a Label for this report to help you identify it at a later time. (If you do not provide a label, "EmailOpt-InStatus" and the date will identify the report.)

6. Click Submit Report. The system will display the Report Results List with Queued as the Status of the report.

7. Click Refresh to update the Status of the report.

8. When the Status indicates that the report has been Completed, click one of the following icons beside the report:

   (View) icon to display the report on your computer. You can save or print the report from the displayed view or add the results to a Group. You can also click the Add to My Reports link, provide a brief Description, and click Save if you would like to add this report -- with this configuration -- to the My Reports folder.

   (Print) icon to print the report via your standard Print application.

   (Download) icon to download the file to your local computer or shared network resource.

   (Trashcan) icon to delete the report if you no longer need it.