Relate Text Messages Reports

Admins can generate reports to review their organization's use of Relate. Relate-focused reports, include the following:

  • Text Messages - All Data:  displays all text messages sent and received within a selected window of time.
  • Text Messages - Response Times: displays the amount of time that occurs between a customer's text and the user's response.
  • Text Messages - Attestation History Data: displays all relevant information pertaining to a user sending the Opt-In attestation text message to their customer.

Accessing Relate Text Messages Reports

1. From the Administration view, click Analyze > Reports.

2. Select the desired Text Messages report.

  • Text Messages - All Data and Text Messages - Response Times are in the Content section

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  • Text Messages - Attestation History Data is in the Compliance section.

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3. Within each report, you can filter by date range and/or hierarchy. Then click Filter Report to update the data.

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4. Optional Click "here" in the top right corner of the report to access the Data Dictionary and enter the password "HearsayDocs" for a complete list of all fields and their context for each respective report.

Suggested Articles:

Dashboards and Reports Overview

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