Message Summary report

The Message Summary report aggregates key metrics for messages sent by Waterfall (MT) and received from subscribers (MO) during the selected time frame.

To access a Message Summary report:

1. From the Reports menu, select Reports.

   The Reports table lists the available reports.

2. Locate the report in the Available Reports table:

   • To search for the report, enter all or part of the campaign name in the Search box at the top of the table, and then select  Search.

   • To navigate a multipage Available Reports table, use the pagination bar at the bottom of the table.

3. To download an available report in CSV (comma-separated values) format, select Download and then select Open file to view the report in a spreadsheet program, such as Microsoft Excel.

Creating a new Message Summary report

1. From the Reports menu, select Reports.

   

2. In the upper-right corner, select Create New Report.

   

3. On the Create New Report form, enter a descriptive name for the report.

4. From the Report Type dropdown list, select Message Summary.

5. From the Summarize By dropdown list:

   • Select All to group all messages in the time frame your define.

   • Select Campaign to group messages by campaign.

   • Select Keyword to group messages by keyword you select from the dropdown list.

6. From the Time Summary dropdown list, select Day, Week, or Month.



7. In the Report Timeframe section, select a preset time frame for your report data or add a custom time frame:

   • To select a custom timeframe, select Custom. Enter the start and end dates in MM/DD/YYYY format or select Calendar and select a date.

     Note: The end date is not included in the report.

8. In the Schedule section, select a date and time when the report will be built.

9. In the Frequency of Delivery section, select Never, Daily, Weekly, or Monthly.

   Tip: Select Never to hold a report until you are ready to run it.

   When the report is ready, it will be available from the Reports table. You can also email a copy directly to yourself or to other recipients.

10. (Optional) In the Recipients section, enter one or more email addresses, separated by a , (comma). Waterfall will send the report to these recipients when it is ready.

11. When you are done, select Save this Report.

    The report is added to the Reports table according to its schedule and frequency settings.