Text Conversations Custom Report

Discover how text conversations impact your business. Study activity, plus filter and export texts over a chosen timeframe to showcase details about the text conversations involving your tracking numbers.

Use this article to learn how to:

  • Create text conversations custom reports using companies in your account
  • Export and print your report
  • Duplicate a report
  • Delete a report

Getting Started

The Text Conversations Custom Report offers a convenient way for you to follow your text conversations' activity, allowing you to pinpoint key text information using customizable insights. Learn more about when and how text conversations are making an impact on your bottom line.

Create a Text Conversations Custom Report

Use these instructions to create a custom report that identifies the types of text conversations made and received by your tracking numbers. You can gain insightful knowledge about text conversation details within a specified date range, helping you to understand more about the text conversations that matter to your business.

  1. Select Reports at the top of the page.

  2. Click on Create Report from the Custom list of reports in the left menu.

  3. Find the Text Conversations option and click Create Report.

  4. Name your report by clicking the pencil icon at the top of the page or select Rename Report within the Report Options drop-down. You can update the name of your report at any time.

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  5. Choose an interval for how your data will be presented. The interval options available here vary based on your date range. Your filter options are dependent upon what you choose in this drop-down.

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  6. The report initially loads with a list of text conversations involving all companies. The columns display information related to each text conversations. Use the Customize Insights button to choose which columns you'd like to see on this table. 

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  7. If you'd like to search for specific names, numbers, or locations within the "Contact" column of the report, use the Search Contacts field at the top of the table to find your desired information.
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  8. Use the filter panel at the top of the report to determine which companies and types of text conversations you'd like to see within a particular timeframe.

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  9. Use the company drop-down to choose which companies should be on this report. You can select as many or as few as you'd like.

  10. Use the date range drop-down to select the timeframe for the text conversations you'd like to see on this report.

  11. If you choose to drill-down further, select Add Filter and pick the additional filters you'd like for your report. This drop-down only shows if you're adding filters. Screen_Shot_2019-06-10_at_12.01.37_PM.png

  12. Optional: You can see a separate chart and table featuring details about text conversations involving a specific company or tracking number by selecting the desired company or tracking number within the report. Use the Customize Insights button to choose which columns you'd like to see on this table.

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  13. Click the Save button at the top of the page if you'd like to save this report for later. 

Export and Print Report

You can print or export your report to an Excel file. 

  1. Select Export at the top of the table.

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  2. Choose Excel or Excel All Columns to download an Excel file of your report. If you choose to export to Excel, your report will include a cover sheet that details the filters you used to create your report.

  3. Choose PDF Instructions if you want details about how to save your report as a PDF file. 

  4. Click Print to print your report with the current filters and grouping applied.

Duplicating a Custom Report

If you'd like to duplicate a custom report you've created, you can do so at any time.

  1. Select Reports at the top of the page.

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  2. Find and click on the report you'd like to duplicate.

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  3. Click Duplicate Report within the Report Options drop-down.

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  4. Confirm that you'd like to duplicate this report by clicking Duplicate.

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Deleting a Custom Report

If you'd like to delete a custom report you've created, you can remove it from your list at any time.

  1. Select Reports at the top of the page.

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  2. Find and click on the report you'd like to delete.

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  3. Click Delete Report within the Report Options drop-down.

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  4. Confirm that you'd like to delete this report by clicking Delete.

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