Team administrators may want to see how many texts their service reps are sending and receiving each month. Download one of the Microsoft Excel templates above to your Desktop. You’ll also need a copy of your Team’s Messages (Raw Data) which can be downloaded from within the Messenger on the Preferences > Plan & Usage tab. Here you can select the FROM and TO dates for any desired reporting interval over which you wish to compare User Stats, up to a maximum of 6 months.

 

After downloading your Team Messages for the time period of interest, open the .CSV file in Microsoft Excel and go to the upper left-hand corner of the spreadsheet. Highlight everything on this worksheet by clicking on the grey corner square above Row 1 and to the immediate left of the Column A label. Now Right-click Copy. Go back to your Desktop and open the iViP Text Messenger Team STATs.xls (or.xlsx) template. On the first worksheet, click on cell A1 where it says Delivery ID. Right-click Paste.

 

This will effectively Paste all the Team’s raw data here on the first worksheet, so that the next worksheet can then use a Pivot Table to calculate each User’s Total Number of IN & OUTBOUND Texts. The Total Number of Texts sent & received per User also gives you a comparable estimate of the amount of time spent by that User responding to customer texts, mainly because most texts will average around 160 characters each.

 

Click on the worksheet at the bottom where it says ‘Refresh Table to see Team STATs.’ In earlier versions of MS Excel, you might need to click on the Pivot Table to make sure it is highlighted, if it isn’t already. Then go up to the Data Menu and click on the ! Refresh Data option or the Refresh All button. Now you can see how each User on your Team has performed for the given time period. This chart can be selected by dragging your mouse diagonally from one corner to the opposite corner. Then Copy and Paste into an e-mail report that can be easily shared with your boss.