Under Reports > Report builder you choose a report type, set the period, filters and columns in two steps, check a preview and click Download. The file appears under Downloads.
How to do it
- Go to Reports > Report builder and click a report card, for example Messages. Type in Search reports to filter the cards.
- Step 1 of 2: Set up
- Period: choose the Date type (for Messages: Send date, Request date, SMS date, Letter date, Paylink date), a fixed period (This month, Last month, Last 7 days, Last 30 days, This quarter) or Custom with From and To.
- Turn filters on or off (for example Paid via, Channel, Status, Expiry status) and use Add a filter to add a filter on a field. On the right you see Active filters.
- Columns: on the left Available (per group, search field Search columns; click + to add), on the right In the file, in this order (drag to change the order, cross = Remove column).
- Click Next.
- Step 2 of 2: Review
- Check the summary (period, number of columns, filters).
- If you want, fill in Download name ("Optional. Shown in the list of downloads.").
- Look at the Preview ("The first 25 rows are shown.").
- Click Download. With Previous you go back. With Save as template you keep the settings.
- Go to Reports > Downloads to get the file. See Getting your downloads.
Good to know
- Which filters and columns you see depends on the report type. See Filters and columns in reports.
- The file is a CSV. Open it in Excel via Data > From Text/CSV if the columns do not split correctly.
- Permissions: Manage exports (Agent, Manager, Configuration Manager, Application Manager).