Please note: Attached to this article, you'll find handy cheat sheets for Mobile Reports! They contain all filters, web-based columns, standard download columns, and additional custom download options.
Contents
On the Reporting landing page, you’ll see your Mobile Reports options listed in tile format.
Mobile Messages Report
The Mobile Messages report contains all message activity that occurs within the mobile messaging system.
Your advanced filtering options are Keywords, Shortcodes, Tags, and Directions.
For Keywords, you can choose one, multiple, or all keywords by clicking to select them.
For Shortcodes, you choose one, multiple, or all shortcodes by clicking to select them.
The same applies to Tags and Directions.
The table below will populate with the relevant transactions based on your filtering options.
Once you’ve pulled the data you’re looking for in the table, you can download a CSV or Excel file of the report.
The report contains detailed information about each message, including the Message ID, date and time the message occurred, the sender/recipient's mobile number, the message content, keyword, shortcode, direction ("in" for incoming or "out" for outbound), the status (successful or not), and any tags.
Text-to-Donate Report
The Text-to-Donate report contains all transaction activity that occurs within the Text-to-Donate system.
Your advanced filtering options are Forms, Form Tags, Pledge Statuses, Keywords, Shortcodes, Text Campaigns, and Tags.
When you add an advanced filter, you can choose one, multiple, or all items in the associated list, just as you can in the Mobile Messages report. If you have a large number of a certain item, such as forms shown below, the format will change to a drop-down list that will appear when you click in the Select field.
The table below will populate with the relevant transactions based on your filtering options. Phone number blurred for privacy purposes.
Once you’ve pulled the data you’re looking for in the table, you can download a CSV or Excel file of the report.
The report contains detailed information about each message, including the Promise ID, date the donation/promise was made, the sender/recipient's mobile number, the amount promised, amount received, text campaign name, if reminders are on or off, personal information if it was collected, a transaction ID, keyword, shortcode, pledge status, and any tags.
Custom Reports
For each report, you'll notice you can save your advanced filtering option to create a custom report to be accessed any time you'd like to pull a report based on that particular set of filters.
You can read more about creating custom reports here.