SMS Usage Detail by Date Range Report

This report provides the details of SMS usage within the specified date range. Association staff users can generate a report to get a detailed list of SMS usage data by date range.

To generate an SMS Usage Detail by Date Range Report:

1. Go to the Reports module.

2. Expand Report Central group item and then click the Reports group item link. This will display Reports profile.

3. On the Module field, select the Marketing module option.

4. On the Category field, select the SMS drop-down option (you can also select the All in the Category field).

5. Select the desired delivery method from the Delivery Method drop-down field.

6. On the sms reports section, go to the SMS Usage Detail by Date Range field, and click on the go button. 

Report Central form for SMS report.png 

This will display the Report Parameters form.                                                                           

Reports Parameters pop-up latest.png

7. On the SMS Start Date and SMS End Date fields, select the date range from the Date Picker field for which you want to generate a SMS Detail Usage report. The SMS Start Date and SMS End Date fields are required fields. SMS messages sent in this date range are displayed.

8. On the Add User field (optional field), enter the name of the user for which you wish to generate the SMS Detail usage report.

9. On the Customer ID field (optional field), enter the customer ID of an individual for which you wish to generate the SMS Detail usage report.

10. Once you update the necessary fields on the Report Parameters pop-up, click the Go button. This will display the SMS Detail By Date Range report.

SMS Report Output.png

The SMS Detail By Date Range report can produce output in a browser window (HTML) or as an Excel spreadsheet containing the following information:

Field Name Description
Customer ID Lists the customer ID of an individual to whom the SMS message was sent.
Number Sent To Lists the phone number to which the SMS message was sent.
Message Type Lists the type of Message (Campaign, Opt out, Opt in, or Help).
Message Description Lists the SMS message description.
Add User Lists the name of the staff user who performed the action.
Add Date Lists the date when the SMS message was sent.
Status Lists the status of the SMS Message (Queued, Sent, Delivered, Failed, Undelivered).

 

You can export the report using the Export drop down menu. This report also has the Print this report button to allow you to print a copy for your records.

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