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.

No filters are set by default on any of your reports. Navigating away from the page automatically clears the filters. You cannot save the specific filters you've selected and will have to reselect them if you navigate away from the page.

The following filters are available on the respective reports:

Channels:

• Full Analytics - Toggle between channels using the buttons at the top. Filter by environment and country using the drop-downs, and select a date range using the date picker.

• 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.

• SMS Stop List - Filter on date range.

Agents:

• Switch between a Summary, Agent, and Templates view using the buttons at the top.

• Set the default month and select a date range and time of day.

Bots:

• Switch between a general and a flow feature view using the buttons at the top.

• Select a date range.

• For the Flow Feature view, also filter on company and account ID.

Integrations:

• Select an environment (sandbox/production), provider (Zendesk Sell, Salesforce, Shopify, Zendesk Support), and application name (Chat Flow/Chat Desk).

• Filter on date range.

Payments (Chat 2 Pay)

• Filter on channel and integrator.

• Filter on data range.

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.

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:

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

• Channels Report - Create, view, and download (PDF) custom reports based on your channel activity. This can be done for sent and received messages respectively.

• SMS Stop List - View and download (PDF) a list of the customers who opted out from your account's SMS channel for a specified date range.

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

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:

• Full Analytics - Get a full view of all your WhatsApp and message template data over different periods.

• Channels Report - Create, view, and download (PDF) custom reports based on your channel activity. This can be done for sent and received messages respectively. You can also filter on specific WhatsApp message templates to view their performance.

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

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

Depending on the package you are on, you get access to certain reports as shown below. You can also download all of these reports as PDF documents.

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

Messaging channels (all packages)

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

• Channels Report - Create, view, and download (PDF) custom reports based on your channel activity. This can be done for sent and received messages respectively.

• SMS Stop List - View and download (PDF) a list of the customers who opted out from your account's SMS channel for a specified date range.

Agents (Chat Desk) (Interact and Transact packages)

• Full Analytics - Provides a full view of your Chat Desk data over different periods, including chat activities, agent performance, and template usage.

• 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).

Bots (Chat Flow) (Interact and Transact packages)

• Overview - Get an overview of the activity on your Chat Flow application.

• Full Analytics - Provides a full view of your Chat Flow data over different periods.

Integrations (Interact and Transact packages)

• Full Analytics - Provides a full view of your Integrations data over different periods. Filter on environment (product/sandbox), provider (Salesforce, Zendesk Sell, Zendesk Support, Shopify), and application name (Chat Flow/Chat Desk).

Payments (Chat 2 Pay) (Transact package)

• Full Analytics - Get an overview of the Chat 2 Pay activity on your account. View it for a selected date range, channel, and integrator.