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How to Create an HTML Email Status Report in Salesforce

게시 일자: Jun 11, 2026
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The HTML Email Status Report in Salesforce allows administrators and users to track the activity of emails sent from the Salesforce platform. This report type uses activity tracking fields to help teams monitor customer engagement with outbound emails.
The HTML Email Status Report captures the following email activity fields:

  • First Opened: The date and time the recipient first opened the email.
  • Last Opened: The most recent date and time the recipient opened the email.
  • Number of Times Opened: The total count of how many times the recipient opened the email.

This report is useful for support teams, sales teams, and administrators who need visibility into whether sent emails have been read.

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Steps to Create an HTML Email Status Report

Use the following steps to create an HTML Email Status Report in Salesforce:

  1. Go to the Reports object in Salesforce.
  2. Click the New Report button.
  3. In the search box, enter HTML Email Status, then click the Continue button.
  4. Add the fields you want to include in the report. Common fields include:
    1. First Opened
    2. Last Opened
    3. Number of Times Opened
  5. Click the Run button in the upper-right area of the screen to preview the report.
  6. Click Save & Run to save the report and run it.
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