SMS message list

Why this matters

The SMS Message List is the full record of text messages for a period, in a file you can sort and filter. Use it to confirm whether a particular message was delivered, to answer a query from a client, or to reconcile message volumes against an invoice.

Options

OptionChoices
FormatsCSV only
DatesFrom: and To:
FiltersNone

See Running Reports for the steps.

What it contains

One row per message.

ColumnMeaning
DateWhen the message was created in Diarybook
Message RefDiarybook’s reference for the message
Job RefThe reference of the messaging job the message belongs to
FromThe sender: a number or sender ID
ToThe recipient’s number
Date SentWhen the message was sent
Date ReceivedWhen an inbound message arrived. Blank for messages you sent
Send StatusWhether the message was sent
Delivery StatusWhat the network reported about delivery
Sent ByThe user who sent it
GatewayThe SMS gateway that handled the message
ClinicThe clinic linked to the appointment the message was about
MessageThe text of the message

The list includes client replies as well as the messages you sent. Replies are the rows with a Date Received, so filter on that column to separate the two.

For what each status means, see SMS Status Codes.

What to watch for

Phone numbers keep their leading zero in Excel The From, To and Message columns are written so that Excel opens them as text. If you save the file again from Excel, see Phone Numbers in Excel to stop Excel changing the numbers.

The file contains message text Messages can include client names and appointment details. Store and share the file as you would any other record holding client data.

For a quick check, use the Messaging area To look at a handful of messages, open the Messaging area and select SMS. That list is faster than running a report.