Communication report

A communication report offers detailed information about selected communications.

Create a communication report

To create a communication report, follow these steps:

1. In the web interface (opens in a new tab), go to Analyze > Reports.

2. In the Report type section, select Communication, and then select Create report.

3. In the Communication report content section, select the accounts and templates that you want to track.

   • If you do not select accounts or templates, the report includes all accounts and templates.

4. In the Communications section, select one or more communications that you want to track.

   • If you do not see your communications in the list, select View additional communications.

5. In the Options section, set the following:

   • File format: Select .xlsx or .csv
   • Unique reports: Choose whether you want separate reports by account, sender, user, or title.
   • Columns: Choose whether the report contains all columns or only the columns that you select.
   • Direct link: Choose whether you want to generate a shareable link to the report. Anyone with the link can download the report. The link is valid until the report status changes to Expired.
     IMPORTANT

     The Direct link option is not enabled by default and is available only on request.

   • Recipients: Enter the recipients to whom you want to send the report.

6. Select Create report.

   

View or download a report

After the report is generated, download the report or view it in the web interface.

For more information, see Download or view report data from the web interface.