Here are some common reports you can build with digital objects.
Wrap-Ups
Reports using Natterbox Interactions
Overall Stats
Number of Messages per Channel
Report type = Natterbox Interactions
Show Me: All natterbox interactions
Filter on a time field, e.g. Interval End Time = THIS WEEK, THIS MONTH…
Group by field: Channel
Add fields: All Messages, External Address, Internal Address, Interval Start Time, Interval End Time, Sender Type,
Add Chart:
Display as: Donut
Sliced By: Channel
Show Percentages [Check this box]
Reporting on Messages for This Month
If you want to know how many messages you have used from your agreed amount, this report will help you keep on top of it. Messages will appear in this report once the ‘interaction interval’ is complete. This is configured on the Account Settings, under ‘Messaging Settings’ > ‘Reporting Interval (Hours)’.
Report type = Natterbox Interactions
Show Me: All natterbox interactions
Filter on a time field, e.g. Interval Start Time = THIS MONTH
Filter on Sender Type = User, System
Add fields: Sender Type, Channel, All Messages
The value at the top under ‘Total All Messages’ is the amount of messages this month you will be billed for.
Messages Per Contact
Number of Messages Per Contact Interactions
Report type = Natterbox Interactions
Show Me: All natterbox interactions
Filter on a time field, e.g. Interval End Time = THIS WEEK, THIS MONTH…
Group by field: Contact
Add fields: All Messages, External Address, Internal Address, Interval Start Time, Interval End Time, Sender Type,
Optional (if you have multiple digital channels with Natterbox):
Group by Channel
Number of Messages Sent per Contact
Report type = Natterbox Interactions
Show Me: All natterbox interactions
Filter on a time field, e.g. Interval End Time = THIS WEEK, THIS MONTH…
Filter on Sender Type = Contact
Group by field: Contact
Add fields: All Messages, External Address, Internal Address, Interval Start Time, Interval End Time, Natterbox User, Contact
Optional (if you have multiple digital channels with Natterbox):
Group by Channel
User Reporting
Number of Messages per User Interactions
Report type = Natterbox Interactions
Show Me: All natterbox interactions
Filter on a time field, e.g. Interval End Time = THIS WEEK, THIS MONTH…
Group by field: Natterbox User
Add fields: All Messages, External Address, Internal Address, Interval Start Time, Interval End Time, Sender Type,
Optional (if you have multiple digital channels with Natterbox):
Group by Channel
Number of Messages Sent per User
Report type = Natterbox Interactions
Show Me: All natterbox interactions
Filter on a time field, e.g. Interval End Time = THIS WEEK, THIS MONTH…
Filter on Sender Type = User
Group by field: Natterbox User
Add fields: All Messages, External Address, Internal Address, Interval Start Time, Interval End Time, Contact, Contact
Optional (if you have multiple digital channels with Natterbox):
Group by Channel
Messages & Calls per User
Report type = Natterbox Interactions with Natterbox User
Make this into a joined report (see here for more on Salesforce’s Joined Reports)
Add a block with report type = Call Reporting with From Natterbox User
Add another block with report type = Call Reporting with To Natterbox User
Group all blocks by Natterbox User: Name
Label the first block (with report type = Natterbox Interactions with Natterbox User) “Messages”
Label the second block (with report type = Call Reporting with From Natterbox User) “Outbound Calls”
Label the third block (with report type = Call Reporting with To Natterbox User) “Inbound Calls”
Filter the first block like this:
Show Me: All natterbox interactions
Natterbox Interaction: Created Date = THIS WEEK, THIS MONTH… [whichever date range you want but this should match the other blocks]
Sender Type: User
Filter the second block like this:
Show Me: All call reporting
Natterbox Interaction: Created Date = THIS WEEK, THIS MONTH… [whichever date range you want but this should match the other blocks]
From Call Type = Connected [add this filter if you want only connected outbound calls)
Call Direction = Outbound
Filter the third block like this:
Show Me: All call reporting
Natterbox Interaction: Created Date = THIS WEEK, THIS MONTH… [whichever date range you want but this should match the other blocks]
Call Direction = Inbound
Click ‘Add Chart’
Display As: Column
X-Axis = Natterbox User: Name
Y-Axis =
Sum of All Messages
Outbound Calls - Record Count
Inbound Calls - Record Count
Keywords reporting
Contacts who Opted In
Report type = Natterbox Interactions
Show Me: All natterbox interactions
Filter on a time field, e.g. Interval End Time = THIS WEEK, THIS MONTH…
Filter on: Keyword Count (Opt In) = True
Group by field: Contact
Add fields: All Messages, External Address, Internal Address, Interval Start Time, Interval End Time, Keyword Count (Opt Out)