Some features are only available on particular plans or as paid add-ons and you can check inclusions on our pricing page. If you have any other questions, contact support and we can review your plan and provide you with options, including to speak to one of our Customer Success team.
You can run reports on sub-account usage at any time in the web portal, giving you a top-down view of each sub-account over time and allowing you to compare usage. You can schedule and email sub-account usage reports direct from the web portal, as well as download them in a CSV file.
Note: Due to data retention regulations, only the past 12 months of messaging and reporting history are stored.
Running sub-account usage reports
Navigate to Reports > Sub Account Usage. You will then be presented with the sub-account usage report screen:
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You can select a date range and which sub-accounts for which you want to run the report. This will default to all accounts. Clicking Run report will apply your filters (click Reset to clear).
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If your subscription allows, you can schedule reports to be distributed to a nominated list of recipients, or email a report to inboxes of your choice.
- Under the Highest outbound usage heading you are shown a comparative view of all sub-account usage in the form of a graph, allowing you to easily identify the largest volume senders.
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Below this graph is the account-level breakdown. By clicking on any of the account names, you will be taken to the Detailed Report screen filtered to that sub-account. You can switch between the Active/ Cold accounts tabs. Cold accounts are any accounts that have not sent any messages during the selected timeframe.
- You can download the data in the currently selected tab of the account level breakdown to a CSV file by clicking Export list (CSV).