SMS history and reports

Summary

Learn how to view message history and generate SMS reports to track messaging activity by consultant, listing, and date range.

This article covers:

• SMS history
• Generate SMS reports

SMS history

The SMS History table provides a detailed log of all SMS messages sent from your office. You can filter by listing, consultant, and date range to quickly locate specific messages or review recent activity.

To view SMS History:  

• Go to: Settings > General > SMS
• Select your Office
• Scroll down to the SMS History table

• Use any of the following filters as needed: 
  • Listing - Search for a specific listing
  • Consultant - Select an individual consultant
  • From Date / To Date - Set a date range for the history view
• Click Reset filters to clear all selections

The table displays:

• Sent Date
• Time
• Status
• Contact & Recipient
• Message content
• Cost per SMS
• Consultant who sent the message

A running total of message costs for the current page is shown at the bottom-right of the table.  

Generate SMS reports

SMS reports allow administrators to monitor messaging activity across the office. You can filter reports by consultant, listing, and date range, and export totals for record-keeping.

To generate SMS Reports:

• Go to: Settings > General > SMS
• Select the Office for which you want to view SMS reports
• Click SMS Report 

This will open a modal window displaying SMS report details.

• Select All Consultants or a specific consultant
• Select a specific Listing (if required)
• Enter From Date and To Date for the report period

• Click GO 

The report will refresh based on your filters.

• Click LIBRARY

The report will be generated for export.

• Click PRINT to download the report as PDF or
• Click Word to download the report in Word format