The run the sms log report in Workshop Software helps you review and analyse your run the sms log data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.
This report will allow you to see all SMS’s that were sent from Workshop Software. The information the report will provide are:-
- Phone number SMS was sent to
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- Which user (login) sent the SMS, if it is an automated SMS then it will say the user is ‘system’
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- Message sent
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- Date it was sent
2. Scroll down to the Log Report section, click on the arrow to expand this section
3. Scroll down to the last report called SMS Report, you can then either
If green printer icon is used the report will look as follows:
If yellow download csv icon is used the report will look like this:
Currently it is a known issue that the yellow download csv icon is producing a pdf report and not a csv file. Our development team are working to resolve this.
Good to Know
- Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
- You can print or export the report results for your records or to share with your accountant.
Frequently Asked Questions
Can I filter the run the sms log report by date range?
Yes. Use the date range fields at the top of the report to specify the period you want to review. This lets you narrow results to a specific week, month, or custom date range.
Can I export or print this report?
You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.