Organisation Reports

Organisation Reports enables you to analyse SMS usage by practice(s):

1. From the SMS dashboard select Organisation Reports from the toolbar.
   The Reports view displays.

2. Select the Search bar to set the Report options.

   

3. Select the Report Type from the drop-down list.
   • SMS Usage
     The number of SMS sent by reason.

     

     This report can be filtered by:
     Provider: All providers (default), WIN IMI and or EE.
     SMS Type: All Types (default), Call/Recall, Appointment Reminder, Patient Services, Reply Confirmation, Question, Other. See - SMS Types.

   • SMS Responses
     The number of SMS messages delivered, sent or processing.

     

     This report can be filtered by:
     Provider: All providers (default), WIN IMI and or EE.
     SMS Type: All Types (default), Call/Recall, Appointment Reminder, Patient Services, Reply Confirmation, Question, Other.
   • Bundle Usage
     The number of SMS messages used per bundle.

     

     This report can be filtered by:
     SMS Type: All Types (default), Call/Recall, Appointment Reminder, Patient Services, Reply Confirmation, Question, Other.

4. Select the Practice(s) from the drop-down list.

   Note - You must select at least one practice.

5. Select the Start and End Dates from the calendars.

6. Select Run Report.
   The results display.

7. Optionally, select Export to Excel to save the results in a Spreadsheet.