Kaleyra.io allows you to view and download reports about your WhatsApp message traffic and sessions. There are two types of reports:
- Tabular: You can view the complete list of WhatsApp messages that you have sent or received from/to your WhatsApp number configured in the platform.
- Summary: You can understand and monitor your aggregated data for WhatsApp messages and sessions. For more information, see Understanding WhatsApp Reports.
To request a WhatsApp report, perform the following steps:
- Sign in to your Kaleyra.io account.
- On the left pane, click Channels.
The Channels page appears.
- On the WhatsApp section, click Manage.
The Dashboard page appears.
- Click the Analytics tab.
The Logs page appears.
- Click Report.
The Report page appears.
- Click Request Report.
The Request for the Report pop-up appears.
- In the Title field, enter the title for the report.
- In the Type of Report, select one of the following:
- Tabular - Provide detailed information about each message sent or received to the WhatsApp numbers.
- Summary - Contains aggregated information about WhatsApp sessions or messages. When you select the Summary option, additionally you have to select one of the following options:
- Sessions - This report provides details on the total number of sessions opened and the amount spent. For more information, see WhatsApp Summary Report for Sessions.
- Messages - This report provides aggregated information about sent and received messages including the final status of your delivery performance. For more information, see WhatsApp Summary Report for Messages.
- To select a date range, click the Date Range field. A list of options appears. select one of the following options:
- Today - To request a WhatsApp report for today.
- Last 7 days - To request a WhatsApp report for the past seven days.
- Custom Range - To request a WhatsApp report within a date range. When you select the Custom Range option the following fields appear:
- Start Date - In the Start Date field, enter the start date for the report in DD/MM/YYYY format or click and then select the date from the calendar.
- End Date - In the End Date field, enter the end date for the report in DD/MM/YYYY format or click and then select the date from the calendar.
- In the Set Filter to narrow down the results section, to add the filter based on parameters, use the + (add) icon next to the parameters.
The parameters value varies based on Sessions and Messages.
- To add the filters, click on the field, select from the available filter option, and then click Apply.
You can use Clear All to clear all the filters.
- Click Save to save the report request. The requested WhatsApp request gets Queued.
For summary report, you will get a notification through email after the report is generation is completed and available to download.
You can search, filter, and download WhatsApp (tabular and summary) reports.
To search, filter, and download WhatsApp reports, perform the following steps:
- Follow steps 1 to step 5 of Request a WhatsApp Reports.
The Reports page appears.
- In the Report section, you can perform any of the following steps:
- In the Search for Report Title field, enter the report title you want to search for, and then press ENTER. The search results display the reports.
- Click Filter to filter the reports based on your requirements. You can use the following options to filter the reports:
- Report Type - Filter the report based on Tabular or Summary. Select one of them and then click Apply.
- Requested Date - Filter the report based on the requested date. The request date is the date when you have requested a specific report. You have the option to select the requested reports submitted today, yesterday, and so on. Select the requested date and then click Apply.
- Status - Filter the report based on the status of the report such as completed, in progress, or so on. Select the status and then click Apply.
- Clear All - Click Clear All to clear all the filters.
- Click the ellipsis (three dots) next to the available report to download the report.
You can download the WhatsApp Reports only for the requested report with Status as Completed.
- Click Download to download the report. The report gets downloaded in .CSV format to the mapped folder.
- Go to the mapped folder and open the downloaded .CSV report to view the WhatsApp report details.
Updated 4 months ago