Overview
Create a custom report to see the SMS status of each particular record (staff, students & customers) and their notification setting.
Article Sections
Create Report
1. Go to: Tools > Custom Report > Create New New Report.
2. Select New Staff Report, New Student Report or New Customer Report as required. This example is a staff report.
3. Select the available fields of:
- Last Name
- First Name
- Cell
- Notify Mode
- SMS Verification
4. Choose Grouping of Last Name then First Name and sort by SMS Verification, Last Name and First Name.
5. Add a rule of SMS Verification equals verified to see all active.
6. SMS Verification contains Not to see those that are not.
7. SMS Verification contains stop for those that have ended texting.
8. Press Preview to see results.
9. Press Save as and name your report.
Repeat for Students and Customers if required.
Link To
SMS02. Set Up Staff, Students & Customers to Receive Texts
SMS03. Send an SMS Text Message