eport supports filtering by date range, list type, and health status, with CSV export, PDF/print, and scheduled email delivery. Key Takeaways List Table: Paginated table of all lists showing list name, type, active subscribers, new this period, opt-outs, invalid numbers, growth %, and health badge.

ns, and actionable insights. You can expand or collapse the full analysis. The briefing is cached per domain and date range for performance. Keywords & Auto Replies The Keywords & Auto Replies report (at /admin/textmessagingreports/keywords) shows which keywords people are texting in and how often.

Use it to narrow results by date range, list, frequency, and status. Quick range segments (Last Week, Last Month, Last Quarter, Year to Date) provide one-click date changes. Click “Run Report” to apply your selections. Date Range Use the date range picker to select a custom start and end date. Prese

User Payment Report: See Who’s Buying, Not Just What Sold Your church store, event registrations, and mission trip fees generate plenty of transaction data. But product-level reports tell you what sold—not who bought it. When you need to follow up with event attendees, thank your top bookstore custo

build a fuller list if needed. Engagement Funnel The Engagement Funnel shows how deeply form submitters are connected to your church across channels. It displays four segments: Identified Submitters: People who were logged in or matched to a known profile when they submitted. This is the full base.

h, so you can see whether submissions are up, down, or holding steady. Finding Underperformers and Duplicate Forms The report highlights forms that need attention. A Stale Forms section lists forms with no activity in 30+ days—seasonal forms that might need promotion or forms that can be retired. Pe

orm in your domain. Use the sort dropdown to reorder by submissions (default), unique people, or last submission. Forms with zero submissions in the period still appear. Click a form title to open the Single Form Detail report for that form in a new tab, with the same date range and campus applied.

re trends up over time, your text ministry is resonating. If it drops, consider reviewing your messaging frequency, content, or keyword setup. Activity Heatmap The Activity Heatmap is a visual grid showing which days of the week and times of day your congregation is most active with text messaging.

le-focused digests without logging in each time. CSV Export Click “Export CSV” in the page header to download a CSV of submitters. The export includes columns: Name, Email, Phone, Forms, Submissions, Total Paid, First Submission, Last Submission, Engagement Score, At-Risk Tier, Account Created. The

ere are they from? Snapshot Cards (At a Glance) At the top of the report, you’ll see a row of snapshot cards. Each card shows a key metric with a percent change vs. the prior period (when applicable). The cards are clickable and link to related reports with the same date range and campus applied. To

ummary Capacity Tracking Submissions Table AI Summary Panel CSV Export Date Range & Filters Campus Filtering Scheduled Email Reports Frequently Asked Questions Accessing the Report To open the Single Form Detail report: Log in to the control panel. In the left navigation, expand “Custom Forms”. Clic