SMS History Report

General

The SMS History report lets you see a history of SMS messages sent to all your customers.  If you want to see the text message thread for a single customer, check out Communication History inside a customer file.

How To

To run an SMS History report, navigate to Reports > History > SMS History inside your company account.

The main search parameter for this report is Sent Date Period.  Enter a date range in the field by clicking on this field and using the calendars in the advanced date picker to choose a date range.

Alternatively, you can choose one of the predefined date ranges from the drop-down above the field.  The options are: Today, This week, 30 days, Month to date, Year to date, Yesterday, Last week, Last month, Last year, Custom, and Other.

Custom and Other warrant some additional explanation.  Other is simply the option that gets automatically selected when you choose a date range using the advanced date picker.  Custom, however, gives you the option to enter the date range using two fields: a Date From as a number of days ago and a Date To as a number of days ago.

Additionally, you can filter the messages based on the types of accounts they appear on using the Advanced Option Search.  Once you’ve selected your search parameters, click  to run the search.


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