The features below are included in the June product update, deployed on 11 June, 2020.
It’s now possible to schedule reports in the web portal. Scheduled reports can be run for specific accounts, message statuses, and message direction (inbound/outbound).
The Report Scheduling feature can be found in the Detailed Reports section:
In the resulting modal, you can select the required parameters including the report frequency, which account(s) from which to pull the data, the message status, message direction, the timing of the report send, and the email address(s) to which the report is to be sent:
Reports have also been streamlined into a single file should the message direction be set as "Both sent and received"
Once a report has been scheduled it will appear in the "Scheduled Reports" list in the Scheduled Reports section of the Reports menu:
Usability Improvements to Detailed Reports
To make Detailed Reports more effective, we’ve shifted a few components around. For starters, we’ve moved the date-range picker inline with the other filters to make it easier to locate. We’ve also updated the filter components so you can select specific sub-accounts and search for a specific contact:
It is now possible to create a draft of a message that can be saved and reviewed before sending. The "Save as draft" button will appear as an action on the "New Message" screen. To view all draft messages, click on "Drafts" in the Messaging menu:
In the Draft Messages list, you will have the ability to edit or delete draft messages by clicking on the three dots to the right of each message:
Forwarding Sent Messages
You can now forward sent messages without having to copy the content and paste it into a new message.
This is done by going to Messages, then Sent, then clicking the three dots alongside the message you wish to forward to a new recipient and clicking "Forward":
This will then open a new message screen with the content field pre-populated with the message being forwarded.
Editing a Broadcast Name
It is now possible to edit the names of sent broadcasts. This is done in the "Sent" section of the Messaging menu by clicking on the three dots next to the broadcast to be renamed, and selecting "Edit Name" from the resulting menu:
In the resulting modal, delete the existing broadcast name and type in the new name you wish to use: