Reports Page

Reports Page



Overview

Reports allow you to view your messaging history by message type (Voice, Text, or Email). The results can be downloaded or printed for your personal records. Some reports can be scheduled to send you the results on a daily, weekly, or monthly bases. Many reports allow you to add filters such as sorting by clinic/office location, or language.


The Reports Page is where you can answer questions such as:
  1. How can I see what messages were sent out yesterday?
  2. Did we send a chat to this phone number?
  3. What results did we get on the survey?
  4. What replies did we get in response to our message?
  5. Who changed the send time on this message?


General Reports

General Reports are the reports that come standard with your account. These are the On Demand, Automated, and Inbox Reports.


  1. For information about On Demand Reports, visit:  How To: Create On Demand Reports
  2. For information about Automated Reports, visit:  How to: Create an Automated Report
  3. For information about Inbox Reports, visit:  How to: Create an Inbox Report

Additional Add-on Reports: 

  1. For information about Scheduler Reports, visit:  How to: Create a Scheduler Report
  2. For information about Chat Reports, visit:   How to: Create a Chat Report
  3. For information about Web Survey Reports, visit:   How to: Create a Web Survey Report


Admin Reports

Admin Reports allow you to see edit history for messages and your account usage information.


  1. For information about Edit History Report, visit:  How to: Create an Edit History Report
  2. For information about Usage Report visit:  How to: Create a Usage Report

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    • How To: Create On Demand Reports

      The On Demand report type allows you to view message results and response for a specific time period. You can run the report on a specific message or a specific clinic. Click Reports  in the top menu bar. Choose On Demand  as your report type ...
    • Scheduler Page

      Overview The Scheduler page allows you to create and schedule Patients for appointments. You can can check them in and out, or mark the appointments as missed. You can customize your scheduler experience and enable family appointments.           ...
    • Messages Page

      Overview The  Messages Page shows lists of your current messages and surveys. It allows you to manage their content and offers the ability to create new messages. The  Messages  Page is where you can answer questions such as:  How do I update the ...
    • Settings Page

      Overview The Settings Page allows you to administer Teletask. You can add users, and set up custom settings for your organization. The Settings Page is where you can answer questions such as: How can add a new user account? Can I change my message's ...
    • Chats Page

      Overview The Chats feature allows you to send text or image messages to a participant through their phone's text message system.  This two-way  SMS communication allows for a faster response time while maintaining records of the ...

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