The Reports section allows businesses to download and analyze WhatsApp activity for connected users, broadcasts, collaborators, and customer engagement. These reports help track performance, measure campaign effectiveness, and maintain business records for compliance.
Generate detailed reports with filters (duration, group, campaign).
Export reports to Excel for record-keeping.
Analyze connected users, broadcast performance, team productivity, and audience engagement.
Monitor WhatsApp orders and CRM interactions.
Keep track of customer reach and engagement.
Monitor team performance and efficiency.
Measure the success of WhatsApp campaigns.
Maintain business records for auditing and compliance.
Open the Reports screen.
Select the report type: Connected Users, Broadcast, Collaborator, Audience Engagement, Recent WhatsApp Orders.
Apply filters such as duration, group name, or campaign type.
Click Download to export the report in Excel format.
Filters: Group, Duration
Columns:
S.No.
Group Name
Customer Name
Mobile Number
Filters: Duration
Columns:
S.No.
Broadcast Name
Broadcast Date
Targeted Audience Count
Received Response Count
Filters: Duration
Columns:
Collaborator Name
Assigned Ticket Count
Closed Ticket Count
Open Ticket Count
Average Ticket Close Time
Filters: Duration
Columns:
S.No.
Broadcast Name
Broadcast Date
Targeted Audience Count
Received Response Count
Columns:
Name
Mobile Number
Group Name
Ticket Number
Ticket Closed Reason
Ticket Created Date
Closed Date
Collaborator Name
This report provides a transparent record of each ticket, helping track accountability and team performance.
Columns:
S.No.
Order Number (Unique WhatsApp order ID)
Customer Name
Mobile Number
Product Name
Product Price
Quantity
Total Product Price
Order Price (includes additional charges)
Order Status (Pending, Paid, Captured)
Order Date
This report provides complete visibility of orders, helping track order status, delivery, and revenue.
Example:
A school sends a WhatsApp broadcast to parents about a new activity. The Broadcast Report shows 400 messages sent and 120 responses received, demonstrating strong engagement and campaign effectiveness.
Always set the correct duration filter before downloading reports.
Compare Collaborator Reports monthly to recognize top performers.
Maintain copies of reports for compliance and auditing purposes.
Use Audience Engagement Summary to evaluate which broadcasts are most effective.
Combine Recent WhatsApp Orders with Catalogue Reports for sales analysis.
Q1: Can I download reports for a specific time period?
A: Yes, use the Duration Filter to select a custom date range before downloading the report.
Q2: How can I track which broadcast messages had the highest engagement?
A: Check the Audience Engagement Summary, which shows the total messages sent and received responses.
Q3: Can I see performance metrics for individual team members?
A: Yes. The Collaborator Report shows assigned tickets, closed tickets, open tickets, and average ticket closure time.
Q4: Is it possible to track WhatsApp order details in reports?
A: Yes. The Recent WhatsApp Orders report includes order number, customer info, product details, quantity, price, status, and date.
Q5: How often should I download and review reports?
A: It’s recommended to review weekly or monthly to track campaign effectiveness, team performance, and customer engagement.