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How do I create a report?

Tim McHugh avatar
Written by Tim McHugh
Updated over 3 weeks ago

Quick Setup: Log In > Settings > Reports.

Reports allow you to pull CSV files that include detailed metrics for keywords, messages, credit usage, and subscriber info. There are eight report options which are detailed in the image and steps below.


Steps

  1. Go to the Settings page from the left menu > Reports.

  2. Choose your report from the below list.

    Keyword Activity: The number of times a keyword was used, how many texts were sent from its workflow, and how many credits it used.

    Failed Texts: A list of every failed outgoing text, including the subscriber's name, number, and carrier; the type of message sent, the time it was sent, and the reason it failed.

    Messages Sent: All outgoing mass texts sent with metrics, including the number of successes, failures, opt-outs, credits used, and credits used per recipient.

    Incoming Texts: A list of all incoming texts and each sender's name, number, message, message type, and the time it was received.

    Texts Sent: The number of texts an account has sent and received, and how many credits it used for sent messages, inbox replies, auto-responses, and APIs.

    Keyword Uses: All uses of the selected keyword(s), the subscriber's name, mobile number, and time they texted the keyword.

    Subscriber Texts: All texts sent to and received from the selected subscriber, including their name, mobile number, message sent or received, status, and time of sending/receiving.

    Subscriber Opt-Outs: A list of your SMS opt-outs and the subscriber's first name, last name, number, email, carrier, reason for opting out, message sent, and the time it sent.

  3. Choose a date range and make other selections specific to the report.

  4. Click Create Report.

Each time a new report is created, a CSV file will pop up in the upper-right corner that you can click to download and view it. You can also view your Previous Reports and Export History from the bottom of the Reports page.

If you create a report and don't see the data you're looking for, or have any questions about your file, just let us know. We're happy to help. 😊

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