How to: Create a Credit Report

How to: Create a Credit Report

The Credit Report is a report of the number of credits used for a specified time period. The report can be generated for particular types of messages including text, voice, email, chat or autoreplies for more specific results.

Create a Credit Report

  1. Log in to: https://hms.teletask.com.

  2. Click Reports   in the top menu bar.

  3. Select Credits  as the report type.


  4. Enter the Starting and Ending Date Range for this report.



  5. Optional: Limit the report results to specific accounts with Select Accounts, or choose All accounts. 

    Notes
    Note: This option only displays for users with access to multiple accounts.

    1. All accounts selected



    2. Select specific accounts



  6. Optional: Use the Select Message Types section to select what data will appear in the report.



  7. Click Generate Report  to finish creating the report and view the results.

  8. After the report is generated, scroll down on the Reports page to view the statistical results. Optionally, view or export them as a CSV file  or choose to print them .

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