Workflow: Viewing reports or analytics

Goal:
Review activity, performance, or operational data.

Before you begin:

• You need access to the dashboard, campaigns, billing, or relevant feature area.

Step-by-step instructions:

1. Open the dashboard or feature area.
2. Review available counts, summaries, or activity sections.
3. Open details such as campaign details, billing history, invoices, or recipient status.
4. Export available data if needed.

What happens next:
You can review activity and take follow-up action.

Troubleshooting tips:

• If no data appears, confirm the feature has been used.
• If export is unavailable, confirm permissions and feature availability.
• If counts appear incorrect, refresh the page or contact support.