Exporting mail data
Lob captures data for each mailpiece created and provides an easy way to export it as a CSV file. Exporting data allows for in-depth performance analysis, auditing, or other purposes, but we strongly recommend customers do this on a regular cadence for record-keeping and maintenance.
Lob’s will retain customer mailpiece data for a total period of ninety (90) days. See our data retention policy for further information.
ID, Description, URL, Color, Double Sided, Address Placement, Return Envelope, Perforated Page, Extra Service, Expected Delivery Date, Tracking Number, Mail Type, Size, Metadata, Date Created, Send Date, Merge Variables
To.ID, To.Description, To.Name, To.Company, To.Phone, To.Email, To.Address Line1, To.Address Line2, To.Address City, To.Address State, To.Address Zip, To.Address Country, To.Metadata, To.Date Created
From.ID, From.Description, From.Name, From.Company, From.Phone, From.Email, From.Address Line1, From.Address Line2, From.Address City, From.Address State, From.Address Zip, From.Address Country, From.Metadata, From.Date Created
Tracking events (if applicable)
Regular Mail: Mailed, In Transit, In Local Area, Processed for Delivery, Re-Routed, Returned to Sender
Certified Mail: Mailed (Certified), In Transit (Certified), In Local Area (Certified), Processed for Delivery (Certified), Re-Routed (Certified), Returned to Sender (Certified), Delivered (Certified), Pickup Available (Certified), Issue (Certified)
- 2.In the left side menu of your dashboard, navigate to the appropriate mail format for which you'd like to download your data. Example: "Letters" is chosen in the left nav.
In our example below, "Test" environment is selected.
Recall that physical mail is only sent when requests are made in the Live Environment.
4. Filter for the date range you want mailing details.
This search is inclusive, i.e., the first date that will have information retrieved will be the Start Date from 00:00 UTC, and the last day of information returned will be the End Date up until 23:59 UTC.
If you are retrieving multiple years' worth of data, we recommend that you download one year at a time, as larger requests will require more time to generate.
5. Once you have your filters selected, click "Apply" to filter on the range being displayed.
6. From this newly filtered view, select the "Export" button.
7. Verify your data selections and hit confirm.
The Export button will generate a pop-up that will show your data selections for the Product, Mode, and Date Range parameters. Once you are satisfied by your data selections, hit the “Confirm” option on the bottom right.
Examples of data reports:
Test environment data export without any tracking events
Live Environment data export including tracking events
8. Confirm your exports of tracking events.
If you are exporting Live Environment requests, and there are tracking events associated with them, a second pop-up will appear after the confirm button is selected where you can choose to receive a second export of those events. You will also have the option to include all events or a specific subset of events.
9. You will be emailed an export link to the report that you just requested. (This will be emailed to the user who is logged into the Lob dashboard making the request)
Data export examples
Test environment data export with no tracking events
Live Environment data export with tracking events
If you have any questions regarding exporting your data, reach out to your Customer Success Manager or to [email protected].