How to create a personal financial report

How to create a personal financial report

At any time, you can set your personal financial report and display only the data relevant to you.

Report name

To customize your report, start with a name. You can choose any name, but we recommend that you use some kind of system to identify the types of reports in the future.

For example, you may use several key filters that will be applied to a specific report.

From the given example, it is clear that the report will contain data for all operators in one country.

Report generation period

Select the period to generate your personal report:

• 7 days
• 30 days
• for "today" (for the future use of such a template, the data will be shown for the day when you update the report)
• for a specific date or time period of your choice.

The time period is selected using the date range calendar, just like at the top of the dashboard.  



Select a report template

If you already have saved report templates, you can select one of them from the special drop-down list.




Select filters

Personalized financial report is generated according to the selected filters: source, sender, country, operator, status (sending status), delivery percentage and number of messages.

To generate a personalized report, select the required filters and click the “Apply” button.

How to create a report template

You can generate various report forms with different combinations of filters and save them as templates for later.

For example, you can create a report template for campaigns for a specific country or for a specific operator, for all messages or only for delivered messages, and so on.

To do this, check the boxes next to the required filters and click Save to my templates.

When saving a template, you can edit its name and set a color label to make it easier to find the template in the saved list.

Click Save.

Now the saved report template can be applied at any time. To use it, select the Ready-made templates item in the report creation form.
Now the saved report template can be applied at any time. To use it, select the Ready-made templates item in the report creation form.

Select the template you want from the drop-down menu. Click Apply at the bottom of the page.

Magic! — all filters from the saved template will be used in the report.

You can create any number of report templates to use when you need.