Certify.me User ManualUser Guides

Communication Report

Click on Communication Report under the Reporting Tab.

Communication Report page appears as shown in the image.

This report retrieves data about the registration link sent to each member. It includes the following:
Total number of email sent: This indicates how many email notification has been sent.
Number of email failed: This indicates how many email notification has been failed.
Total number of SMS sent: This indicates the total number of SMS sent.
Number of SMS failed: This indicates the number of SMS notification been failed.

This report contains the following fields:
Name: This field indicates the name of the member.
Sent to Address: This gives the email address to which the registration link is sent.
Member Type: Indicates which type of member → Staff/Visitor/Vendor.
Message Type: Indicates the message type → TouchlessWelcome/TouchlessWelcomeSMS.
Email/SMS: This indicates what type of notification is been received → Email/SMS.
Source Type: This include the CertifyXT source.
Sent Date: This indicates the time and date the notification has been sent.
Status: This indicates the sent/failed notification status.

Refresh: The user can use the refresh button in the right-corner of the page as highlighted to see all the details of the communication report.

Calendar: The date selection option will filter and show the data based on selected dates. By default, current day temperature report will be visible. User can choose any option for eg. last 7 days, last 30 days, Custom Range as per the requirement and pull out the report.

Export: After getting all the data as expected, click on ‘Export’ button as highlighted to download the respective Communication report excel.

The exported Communication report excel will look as shown below.

Admin/User can search records based on the Advanced Search. There should be full match data for the particular attribute then the records are displayed based on filter date. Click on Advanced search link next to search button

Attributes:

First Name -First name of the member.

Last Name – Last name of the member.

Sent to Address – It could be either SMS or Email

Member Type – Member belongs to respective member type.

Click Apply to see the records of the Member along with The Source Type

Click Clear to all respective fields in Advanced Search.

The image shows the records are displayed based on the full match Sent to Address i.e., Email

The image shows the records are displayed based on the full match Sent to Address i.e., SMS