To access reporting from within your portal, select the Analytics & Reports tab from the main navigation panel. The following reports (and date ranges) are available. You can also download these reports as PDF documents.

Channels:

• Overview - Get an overview of today's messaging activity compared to yesterday's messaging activity.

• Full Analytics - By default, data of the last 7 days are shown. Selecting the widgets at the top  (10 days, 30 days, 90 days, this day last month, custom range) updates the data on the page to reflect the selected period.

• Report - No date selected by default. Select custom day, custom range, month to date, or last 30 days).

Agents:

• Overview - Get an overview of today's activity on your Chat Desk product.

• Customer Satisfaction - Get an overview of the current day's NPS and/or CSAT survey results.

Bots:

• Overview - Get an overview of today's activity on your Chat Flow product compared to yesterday's.

Commerce:

• Overview - Get an overview of your commerce activities and compare them with yesterday's. 

• Full Analytics - By default, data of the last 7 days are shown. Selecting the widgets at the top  (10 days, 30 days, 90 days, this day last month, custom range) updates the data on the page to reflect the selected period.

• Trends -  By default, data of the last 30 days are shown. Selecting the widgets at the top (180 days, custom range) updates the data on the page to reflect the selected period.

For more information, please refer to the Clickatell Portal User Guide.

If you are currently using the old user portal:

All reporting widgets on your overview page will populate with data for messaging activity and spend for the last 30 days. This provides you with a 30-day snapshot based on the various filter criteria available. You can still view detailed sent and received the message reporting for a specific date range from the tabs along the top of the overview page.

Once you’ve selected the criteria you want to filter your report on, you can download the report (with the filters applied) as a PDF document. You cannot save the specific filters you've selected and will have to reselect them if you navigate away from the page.

If you are currently using the old user portal:

Once you’ve selected the filter criteria you’re interested in seeing a report on, the widgets on your overview page will update and the reporting view can now be saved. Enter a name for your report in the field at the top right of the screen and click on ‘Save’. To access the saved reporting view, select the report name from the dropdown on the top left of the page and your overview page will update using the filter criteria specified in your saved reporting view.

The Analytics & Reports tab in your portal provides a graphical overview of your account activities. To export the data on your screen, simply click the 'Download Report' link in the top right of your screen. Once your report is ready for download, you will be notified in the Notification center (the 'bell' icon in the top toolbar). You can now download the data as a PDF document.

If you are currently using the old user portal:

You can export the data as seen on your screen by clicking the 'Export' button in the top right of the screen. Once your report is ready for download, you will be notified in the Notification center (the 'bell' icon in the top toolbar).

To access reporting from within your portal, select the Analytics & Reports tab from the main navigation panel. Various filters are available, which you can select or unselect at any stage. Navigating away from the page automatically clears the filters.

The following filters are available on the respective reports:

Channels:

• Overview - Filter by channel by selecting from the drop-down at the top of the page. You can also toggle between viewing data related to 'Sent' or 'Received' messages by clicking the relevant button.

• Full Analytics - Filter by channel by selecting from the drop-down at the top of the page. You can also select a date range by selecting the relevant widget from the top of the page or entering a custom date range. Toggle between viewing data related to 'Sent' or 'Received' messages by clicking the relevant button. For the map, select the country you want to view from the drop-down.

• Report - Select whether you want to view 'Sent' or 'Received' messages. Select the date range, environment and channel you want to filter on from the respective drop-downs.

Commerce:

• Overview - Toggle between 'Total Successful Payments' and 'Total Transactions' by clicking the relevant button.

• Full Analytics - Filter by channel by selecting from the drop-down at the top of the page. You can also select a date range by selecting the relevant widget from the top of the page or entering a custom date range. Toggle between viewing data related to 'Total Successful Payments' and 'Total Transactions' by clicking the relevant button. For the map, select the country you want to view from the drop-down.

• Trends - Filter by channel by selecting from the drop-down at the top of the page. You can also select a date range by selecting the relevant widget from the top of the page or entering a custom date range. Filter by vendor and product type by selecting the relevant option from the drop-downs.

Once you’ve selected the criteria you want to filter your report on, you can download the report (with the filters applied) as a PDF document.

For more information, see the Clickatell Portal User Guide.

If you are currently using the old user portal:

On the right-hand side of your reporting overview page, you’ll find the list of available filters. Click on the blue dropdown arrow next to each filter to display the criteria that you can select from. There is no need to save your selection – the widgets on your overview page will update automatically. Unselecting any filter criteria tick box will clear the filter selection. Filters for each specific widget can also be cleared by clicking on the widget itself, and then on the ‘Clear selection’ command which will appear in the top right corner of the widget. Once selected, all filters will be restored to the default settings.

No filters are set by default on any of your reports.

For information about report date ranges, see here.

If you are currently using the old user portal:

If no filters are set, messaging activities or message spend data with all filters applied, will be displayed. Your reporting overview pages will always display a snapshot for the last 30 days.

Note: This is only relevant to the old user portal. For similar information on the new user portal, navigate to the Analytics & Reports tab. 

There are three interactive key indicator blocks on your message spend overview page:

1. Message spend for the last 30 days

Displays message spend data for the last 30 days based on filters that you apply. If no filters are set, your message spends activity for the last 30 days will be displayed with all filters applied. Hover over the graph bars to see specific values. Clicking on any graph bar will update the data in all key indicator widgets.

1. Geographic message spend for the last 30 days

The geographical view will display where messages have been sent to, based on your filter selection. Updating the country filter selection will change your geographical view and clicking on the map will also update the overall message spend widget.

1. Average spend

Displays your total spending as well as the daily average for messages sent over the last 30 days.

Note: This is only relevant to the old user portal. For similar information on the new user portal, navigate to the Analytics & Reports tab. 

There are three interactive key indicator widgets on your messaging activity overview page:

1. Messaging activities for the last 30 days

Displays messaging activity data for the last 30 days based on filters that you apply. If no filters are set, data for message activities with all filters applied will be displayed. Hover over the graph bars to see specific values. Clicking on any graph bar will update the data in all key indicator widgets accordingly.

1. Geographic messaging activity for the last 30 days

The geographical view will display where messages have been sent to based on your filter selection. Filters can be changed at any time and clicking on the map will also update the overall messaging activities widget.

1. Average messages sent

Displays your total and daily average for messages sent over the last 30 days (based on filter selection for the overall messaging activities widgets).

The reporting relies on your internet connection – check that you are connected to the internet and try to refresh your reports. If this doesn’t work, contact our support team who will assist.

To access reporting from within your portal, select the Analytics & Reports tab from the main navigation panel.

The following reports are available. In each case, select the SMS channel from the drop-down to filter the results to be specific to the SMS channel only. You can download these reports in PDF format.

Channels:

• Overview - Overview of today's messaging activity versus yesterday's

• Full Analytics - A detailed view of your channels' data across selected time frames

• Report - Create, view and download custom channel activity reports

For more detail, refer to the Clickatell Portal User Guide.

If you are currently using the old user portal:

We have two types of reporting available on the SMS Platform portal.

Messaging activities reporting provides you with an overview page containing key indicator widgets for your message activity over the last 30 days, as well as your detailed sent and received message reports which can be generated for any date range.

Message spend reporting also provides you with an overview report containing its own key indicator widgets for your spending activity for the last 30 days.

You’re able to apply a range of specific filters for both overview reporting pages, export the data from each key indicator widget, as well as save various filtered views that you’d like to see regularly.

To access reporting from within your portal, select the Analytics & Reports tab from the main navigation panel.

The following reports are available. In each case, select the WhatsApp channel from the drop-down to filter the results to be specific to the WhatsApp channel only. You can download these reports in PDF format.

Channels:

• Overview - Get an overview of today's messaging activity compared to yesterday's messaging activity.

• Full Analytics - Get a full view of all your channels' data over different time periods.

• Report - You can create, view and download custom reports based on your channel activity.

  For more detail, refer to the Clickatell Portal User Guide.

If you are currently using the old user portal:

The following reporting is available within your Clickatell Platform account:

• Sent messages detailed report

• Received messages detailed report

• Overview dashboard

• Spend report

• Usage report

To access reporting from within your portal, select the Analytics & Reports tab from the main navigation panel.

The following reports are available:

Channels

• Overview - Get an overview of today's messaging activity compared to yesterday's messaging activity. This includes the total number of messages sent and received, number of messages by type and status, trend lines (today vs yesterday), and the top 3 countries in terms of the number of messages sent and received.

• Full Analytics - Get a full view of all your channels' data over different time periods. This includes the total number of messages sent and received per channel and type, per API type, in the current period vs previous period, and by country (map and table view).

• Report - You can create, view and download (PDF) custom reports based on your channel activity. This can be done for sent and received messages respectively. You can filter by date, environment and channel. Information returned includes timestamp, channel used, number sent to, message type, message ID, price, and status.

Agents

• Overview - Get an overview of today's activity on your Chat Desk product. This includes the total number of active users, average waiting time for customers, number of chats per channel, and the top 3 channels in terms of number of chats. 

• Customer Satisfaction - Get an overview of the current day's NPS and/or CSAT survey results (assuming you have set up these surveys in Chat Desk). This includes the total number of surveys presented and answered, NPS and average CSAT scores, and ratings per question.

Bots

• Overview: Get an overview of the activity on your Chat Flow product. The information presented includes the number of users by type compared to yesterday, total number of interactions compared to yesterday, interactions per channel, and the top 3 flows, channels and keywords used.

Commerce

• Overview: Get an overview of your commerce activities and compare it with yesterday's. This includes total number of successful and failed payments, total number of transactions, top channels and products and product and purchase types.

• Full Analytics: Get a full view of all transactions over different time periods. This includes the total number of successful and failed payments, total number of transactions, and product and purchase types.

• Trends: Get a long-term view of payments and product performance. This includes the total number of successful payments, daily successful payments per vendor and product type, and monthly successful payments per product type.

You can also download all of these reports as PDF documents.

For more information, please refer to the Clickatell Portal User Guide.

If you are currently using the old user portal:

Navigate to your messaging activities reporting page where you’ll see an overview page displaying a 30-day snapshot of your message activity over the last month. Access your detailed sent and received message reports from the tabs along the top of the page. You’ll be able to specify the date ranges you’d like your reports for, select the filters you’d like to apply, and export your reports once you’re ready.