Standard Report SMS Usage

✅ SUMMARY:
This video provides a walkthrough of the SMS Usage Report in PhoneBurner. It shows how users who have the SMS feature enabled can track how many text messages have been sent and received by themselves or their team during a specified date range. To access this, users navigate to the Reports tab and select SMS Usage under the Standard Reports section. If SMS is not enabled for your account, this option will not be visible. The report includes predefined date ranges (e.g., past 7 days, last month, custom), and breaks down message activity by team member. It also displays your opt-out rate and whether you've needed to purchase additional SMS credits, helping admins monitor usage and spending.

🏷️ TAGS:
SMS usage, text message tracking, team communication, SMS reporting, PhoneBurner reports, message analytics, opt-out rate, additional message credits, contact engagement, sales messaging, report by user

🧼 CLEANED-UP TRANSCRIPT:
Some of you using the PhoneBurner system have the ability to send text messages. You can manually send texts from within your dial session window, you may have configured some dispositions to trigger a text when selected, or you might send text messages directly from the Contact Details page in your PhoneBurner account.

Regardless of how you're sending messages, if you're using PhoneBurner to send texts, you may want to report on how many messages you or your team has sent and received during a specific date range. That’s what we’ll cover in this training.

Accessing the SMS Usage Report

From within your PhoneBurner account, click on the Reports tab at the top.
This takes you to the PhoneBurner Reports section.

On the left-hand side under Standard Reports, you’ll see an option for SMS Usage.

⚠️ Note: If SMS is not enabled on your account, you won’t see this option. It's only available to accounts that have activated the SMS (text messaging) feature.

Viewing SMS Data

Once the SMS Usage Report loads, you can select a date range.

By default, a date range will already be selected, but you can change it by clicking the Date Range menu. Here are your available options:

• Today
• Yesterday
• Last Week (Monday through Friday)
• Last Month
• Past 7 / 30 / 60 / 90 / 120 / 180 / 365 Days
• Month-to-Date
• Year-to-Date
• Custom Date Range

For this demo, I’m selecting the Past 365 Days so we have more data to work with—though this is still a demo account, so the numbers are limited.

Understanding the Report

The report shows:

• Each team member's name
• Messages Received
• Messages Sent
• Opt-Out Rate
• Whether or not you’ve had to purchase additional SMS credits

For example, in this demo account:

• Jeff received 2 messages
• Jeff sent 39 messages
• His opt-out rate is 0%
• No additional SMS messages were purchased

PhoneBurner includes a certain number of SMS messages with your plan, but once that threshold is exceeded, you'll need to purchase additional credits. This report helps you monitor that usage so you can manage your SMS spending effectively.

And that’s a quick overview of the SMS Usage Report in PhoneBurner! It’s a helpful tool for monitoring your team’s communication via text and ensuring you're staying on top of both message volume and cost.

Thanks again—and happy dialing!