Text Conversations custom report

This article will explain how to create a custom report for text conversations.

Getting started

Need to print, export, or save a report? You can follow the instructions in this article to do so.

Create a Text Conversations custom report

1. Select Analytics on the left navigation bar.
2. Select Reports at the top of the page.
3. Select on Create Report from the Custom header on the left.
4. Find the Text Conversations option and select Create Report.

5. Name your report by selecting the pencil icon at the top of the page. You can update the name of your report at any time by selecting Rename Report.

6. 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 will vary based on your date range. Your filter options are dependent upon what you choose in this drop-down.
   

7. The report initially loads with a list of text conversations involving all companies. The columns display information related to each text conversations. Use the Edit Columns button to choose which columns you'd like to see on this table. CallRail typically shows the contact's First Touch milestone when showing marketing attribution data. This means how a contact engages with your company for the first time is captured in your reporting. 

8. Use the Search Contacts field at the top of the table to search for specific names, numbers, or locations.

9. Use the filter panel to determine which companies and types of text conversations you'd like to see within a particular time frame.
10. 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.
11. Use the date range drop-down to select the timeframe you'd like to see on this report.
12. 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. 
    
    • 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 Edit Columns button to choose which columns you'd like to see on this table.
13. Select the Save button at the top of the page if you'd like to save this report for later. 

Compare data

Use these instructions to compare data within your custom report. 

1. Place your cursor over the date range drop-down and select the plus icon that appears.
   
2. Choose your desired comparison period by selecting on the comparison timeframe drop-down. You can create a custom timeframe by selecting on Custom. You'll see a comparison chart for the two time periods you've chosen.
3. To exit the comparison view, click on the X that appears after placing your cursor over the comparison timeframe drop-down.