Mautic client report: emails and form leads

A Mautic report for clients without manual assembly

Mautic is an open-source marketing automation platform that companies install on their own servers. It holds contacts, segments, emails, flows, forms and landing pages, and it is chosen when keeping the base in-house matters more than a per-contact SaaS price. Openness has a cost: built-in reports must be configured, exported and formatted by hand, while a client or manager wants a clear regular summary. Reportkey reads data straight from your install’s API and builds a report section delivered on schedule as a link or PDF.

Connecting Mautic: install address and API access

First make sure the API is enabled in Mautic settings and the server is reachable from the internet. Then choose authentication: an OAuth client created under API Credentials, or the login and password of a dedicated user if Basic Auth is turned on. A separate reporting user with read rights for emails, forms and statistics is the tidiest option.

The address and credentials are entered on the integrations page and saved as a shared connection. An agency serving several installs adds one connection each and picks the right one in the client project. Reportkey only reads data and never sends email. If the password changes or the OAuth client is removed, the connection asks you to sign in again and project settings remain.

Mautic email statistics: where the numbers come from

For a period, Reportkey reads the row-level send table rather than lifetime counters. Each row holds the email, list, send date, read date, read flag, failure flag and open count. Filtering by send date gives an accurate view of the month:

• Sent — emails sent in the period.
• Read — unique recipients whose tracking pixel loaded.
• Open rate — read divided by sent.
• Failed — rows flagged as failed sends.

Names, subjects and email type, segment send or flow template, come from the email list, so each number in the table is tied to the email that produced it.

Mautic opens and clicks: what to trust

An open in Mautic is a pixel load, and privacy features in mail apps can load it without a human. Clicks are more reliable: Mautic redirects links through its own address and records every visit. The clicks and unsubscribes block puts tracked link clicks next to opens and shows unsubscribes and bounces separately.

Form leads and a marketing automation report

Mautic forms are embedded on the website and drop leads straight into the contact base. A dedicated block shows form submissions by day and by form. In B2B this is often the headline metric, because emails exist to bring people back to the site to leave their details. One document shows both emails sent and leads received in the same period. A lifetime email table adds total sent and read per email, type and publish date, useful for flows that run for months.

Mautic next to the website and ads

To link emails to sales, add Yandex Metrica visits and goals or Google Analytics 4 events, and channel revenue from Roistat. If some newsletters go through a cloud service, place a Unisender block alongside. Other email and messaging tools are on the email integrations page; see the in-house team demo report and pricing for plans and the trial.