The History page provides a log of each request sent from the platform and mobile app.
Requests can come from multiple sources:
The History tab shows all requests sent from all sources.
In addition to the top line filters, the following option is available to filter the data:
|Mode||The request mode: All, SMS, Email, or Kiosk.
Displays the results of the selections.
|Mode||The request mode selected in the filter.|
|Location||The location included in the request.|
|Template Name||The template used in the request.|
|Requester||The user associated with the request.|
|To Email||The email address to which the request was sent. This column is blank if the request was sent via SMS through the mobile app or a quick request.|
|To Phone||The phone number to which the request was sent. This column is blank if the request was sent via Email.|
|Status||The status of the request: Delivered or Clicked.|
|Sites||The sites (or survey) clicked in the request. Available sites are determined by the template options. Sites not clicked appear dimmed.
|Sent Date||The date the request was sent.|
To access additional options, click the ellipses in the top, right corner of the page. .
Options include: Download PDF, Download CSV, Schedule, or Forward. Any filters that are currently applied to the data set will persist to all request options.
Operations that take time to process large amounts of data may invoke a pop-up window that allows you to either wait for the operation to continue as a download (must stay on the same screen) or to be notified via email with a link to the download (can move to other screens).
|Download PDF||Export the current data set into a PDF report. The Title Page of the report includes your account logo, name of the report (Requests History Log), time period selected, and locations selected.|
|Download CSV||Export the current data set into a CSV format.|
|Schedule|| Create a scheduled report to automatically send an email with the current data set as a PDF or CSV attachment to other users within the platform (individual or role) or email addresses outside the account. Specify a report Name, Frequency (Daily, Weekly, Monthly, Quarterly, Yearly), Format, and Message to include in the body of the email. You can edit scheduled reports from the Reports tab.
|Forward||Send the current data set via email with a PDF or CSV attachment to other users within the platform (individual or role) or email addresses outside the account. Specify a Subject and Message to include in the body of the email.|
Delivery emails include a link to view the report as well as a link to launch the report within the platform in order to interact with the data and add customizations (available to users with account credentials).
Report links are live for 7 days.