How to: Create an Inbox Report
The Inbox report type allows you to view a list of incoming message responses or chat messages. You can run the report on a specific clinic or a specific time period.
Create an Inbox Report
- Click Reports
in the top menu bar.
- Choose Inbox
as your report type
- Select a Date Range for responses.
- Use the drop-down menu to select which Clinic Name that you want to run the report for. By default, All clinics are selected.
- Click-on Generate Report
to finish creating the report and view the results.
After the report is generated, scroll down on the Reports page to view the statistical results and status of specific messages. Once the results are generated, you can export them as a .csv Excel file
or choose to print them
.
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