Before you start
- Access to the client’s account. Request access through Mailchimp & Co with Connect To A Client, and the client chooses the access level. Agency users added this way don’t take one of the client’s seats. Viewer is the lightest role that can see email reports, and it needs a Standard or Premium plan.
- The month’s sent campaigns. List the campaigns that went to the client’s audience between the first and last day of the month.
- A Standard plan for one monthly view. Custom reports, which combine campaigns into one view, need Standard or higher. On Free and Essentials you’ll total the month from each campaign’s report.
Get the numbers out of Mailchimp
Open each campaign report
Go to Campaigns, choose the client’s audience from the drop-down, and click View Report on a campaign. The report has Overview, Activity, Click performance, Social, E-commerce and Inbox tabs.
Note the numbers that matter
From the overview, take recipients, open rate, click rate, unsubscribes and bounces. Under Click performance, View Click Map shows which links got the clicks. If the store is connected, the E-commerce tab shows orders and revenue.
Combine the month in a custom report
On Standard or higher, go to Analytics, then Custom reports, and click Create new report. Choose the engagement metrics, group by campaign, set the month as the time frame and filter to the client’s audience. Tick the option to exclude Apple Mail Privacy Protection opens. Export the result as CSV or PNG.
On Free or Essentials, export each campaign with Actions, then Export CSV, or download everything from Campaigns, View analytics, Download All Reports, and total the month in a spreadsheet.
Put it in a report the client can open
Mailchimp’s Share report with your team only works for people who sign in to that Mailchimp account, and there’s no PDF download. For the client, put the month’s numbers, the campaign table and your notes into your own report.
What to include each month
Clients rarely want every campaign report. They want to know whether email is working and what you’ll send next. A monthly report that answers that has six parts.
- A one-line summaryHow the month went and why, for example “The October sale email drove most of the month’s clicks”.
- Emails sent and campaigns sentHow much went out, and to which audience. It tells the client how busy the program was, not how many people it reached.
- Click rate first, open rate secondClicks show intent. Opens are inflated by privacy features (see below), so give them less weight than clicks.
- Campaign tableEach campaign’s subject line, sends, opens, clicks and unsubscribes. This shows which emails carried the month.
- List healthUnsubscribes, bounces and audience growth. A strong click rate means less if the list is shrinking.
- What you’ll send nextNext month’s campaigns, the test you’ll run (a subject line, a send time, a segment), and what you need from the client.
Mistakes to avoid
Adding unique opens across campaigns and calling them people
Unique opens and clicks are unique per campaign. A subscriber who clicks four emails counts four times in the monthly total. Call it “unique clicks summed across campaigns”, not “people who clicked”.
Treating opens as reading
Apple Mail and some security scanners load emails automatically, which records an open nobody made. Report open rate, but put the weight on clicks and on what happened after the click.
Crediting email with every sale
A click is not a purchase. If the client has a store, report orders from the store’s own data, and say which campaigns ran in the same period, rather than claiming email caused the revenue.
Build it in Monthwrap
Monthwrap reads every campaign sent to the client’s Mailchimp audience in the month: emails sent, unique opens, unique clicks and unsubscribes, plus a table with each campaign’s subject line and results. Each campaign counts on the day it was sent.
- Connect Mailchimp with an API key. In Sources, choose Mailchimp and paste an API key from the client’s account, including the data-center suffix after the dash.
- Pick the client’s audience. Monthwrap lists the audiences the key can see. Choose the one this client’s campaigns go to.
- Add the work and build the report. Log the campaigns your team wrote and the tests you ran, then build the month from the monthly template with the campaign table included.
Questions
Can I download a Mailchimp report as a PDF?
Mailchimp documents CSV exports for campaign reports, and CSV or PNG for custom reports, but no PDF. Most agencies copy the figures into their own monthly report.
What should I do about Apple Mail Privacy Protection opens?
Mailchimp says Apple Mail Privacy Protection inflates opens. Its custom reports and dashboard can exclude those opens for emails sent from mid-2024. Mailchimp recommends judging campaigns by clicks, conversions and revenue, which is the order this guide uses.
Can a client open a Mailchimp report link?
Only if they sign in to the same Mailchimp account. A copied report URL won’t work for anyone else, and SMS and automation reports can’t be shared at all.
Why did last month’s numbers change?
People keep opening and clicking after a campaign is sent, so a campaign’s results grow for days. Report a few days after the last send of the month. In Monthwrap, later activity updates the campaign on its send date rather than counting as a new send.
Sources
Menus, plans and limits change. These are the pages this guide was checked against on 10 November 2026.