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How to View or Download SMS Reports

AI Doc Summarizer Doc Summary

This guide explains how to view SMS activity and export SMS reports from the customer portal.

Step 1: Open the Reports Page #

  1. Log in to the portal.
  2. From the navigation menu, click Reports.

Note: The report type is set to Calls by default.

Step 2: Change the Report Type to SMS #

  1. At the top of the Reports page, locate the report type dropdown.
  2. Click the dropdown (which displays Calls by default).
  3. Select SMS.

Step 3: Select the Date and Time Range #

  1. Click the Time Range dropdown.
  2. By default, it is set to Today.
  3. Choose one of the preset ranges or specify a custom date and time to search for SMS records.

Tip: Selecting a custom date range allows you to search for SMS messages sent or received during a specific period.

Step 4: Export the SMS Report #

  1. After selecting SMS and the desired Time Range, click Export.

Step 5: Generate a CSV File #

  1. In the Export Data window:
    • Select CSV as the export format.
    • Click Generate File.

The system will create a CSV file containing the SMS report, which you can download and open in spreadsheet applications such as Microsoft Excel or Google Sheets.

Summary #

To download an SMS report:

  1. Navigate to Reports.
  2. Change the report type from Calls to SMS.
  3. Select the desired Time Range.
  4. Click Export.
  5. Choose CSV and click Generate File.
  6. Download and open the generated report.
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