Text Attribution Custom Report

The Text Attribution custom report provides insight into the sources and interactions that are driving traffic and generating text messages.

Getting Started

This report is available at the account-level for an entire account and at the company-level for individual sub-accounts. Admin users will be able to access this report for an entire account. Texts can only be filtered by source and date range.

Only local U.S. and Canadian tracking numbers are able to send and receive text messages and view text attribution reports.

More information about sending and receiving text messages in CallRail


Text Attribution Custom Report Overview

Use these instructions to create a Text Attribution custom report.

  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 Attribution 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.

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

  6. The report initially loads with a list of texts received by all companies, broken down by source. Use the Edit Columns button to choose which columns you'd like to see on this table.

  7. Use the filter panel at the top of the report to determine which companies and types of texts you'd like to see.

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

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

    - Use the attribution drop-down to select the type of attribution for the texts you'd like to see on this report. You can view by source, campaign, keywords, referring page, or landing page. 
    When CallRail shows marketing attribution data, typically the contact's First Touch milestone is represented. This means how a contact engages with your company for the first time is captured in your reporting. 

    - Use the texts drop-down to choose what kind of text messages or text conversations you'd like to see in your report. You can view by total text conversations, total messages, and first-time conversations. 

    - Use the graph drop-down to choose whether you want to view your data by total, days, or weeks. If using the "total" pie chart, hover over the various sections to receive percentage breakdowns of total and first-time texts. 

  8. If you choose to drill-down further, select Add Filter and pick additional filters you'd like for your report. This drop-down only shows if you're adding filters.

  9. Optional: You can see a separate chart and table featuring details about various types of texts by selecting the number of the desired attribution type within the report. Use the Edit Columns button to choose which columns you'd like to see on this table.

Export and Print Report

You can print, save your report to a PDF file, or export your report to an Excel file.

  1. Select Export at the top of the table.

  2. Choose Excel 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. Select PDF Instructions and follow your browser-specific directions to save the report as a PDF file. You can also view this help article for more details.

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

Duplicating and Deleting a Custom Report

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

  1. Select Reports at the top of the page.

  2. Click on the report you'd like to duplicate or delete under Custom on the menu to the left.

  3. Click Duplicate Report or Delete Report within the Report Options drop-down menu.

  4. Confirm your choice by clicking Duplicate or Delete.