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 conversations involving your tracking numbers.

Getting started

The text conversations custom report offers a convenient way for you to follow your activity, allowing you to pinpoint key information using customizable insights.

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

Use these instructions to create a custom report that identifies the types of text conversations made and received by your tracking numbers.

  1. Click Analytics on the left navigation bar.

  2. Select Reports at the top of the page.

  3. Click on Create Report from the Custom header on the left.

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

  5. 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.

  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. 

    When CallRail shows marketing attribution data such as campaign, referrer, and landing page, 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. 

  8. 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.

  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. 

  13. 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.

  14. Click 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 click the plus icon that appears.
  2. Choose your desired comparison period by clicking on the comparison timeframe drop-down. You can create a custom timeframe by clicking 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.
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