Coming soon!
The Client Communication Report will be released on November 5th, 2025
Purpose
The Client Communication Report provides a centralized, filterable view of all client communication events - both successful and failed - across various methods and categories. It allows teams to monitor message delivery, audit communication activity, and confirm that reminders, appointment notifications, and other client-facing messages are sending as expected.
This report closes the visibility gap between successful and failed messages, serving as a communications dashboard that enhances operational oversight and reduces the need for manual monitoring.
Filters
Filter | Description |
Time Period | Select from predefined ranges (e.g., This Month, This Quarter, This Year, Last Month, Last Quarter, Last Year) or use the custom date and time selector. |
Status | Filter by message delivery status: All, Success, Failed, or Unsubscribed. Default is All. |
Communication Type | Filter by delivery method: All, Email, or SMS. Default is All. |
Communication Category | Filter by communication type: Reminders - Service, Automatic Response SMS, Text-To-Pay Links, Manual Communications, Mass Communications, Sunbit Link Messages, Appointment Communications. |
After selecting filters, click View Report. Use Clear to reset all selections.
Report Columns
Column | Description |
Date & Time | Timestamp of when the communication event occurred. |
Communication Type | Delivery method (Email or SMS). |
Communication Category | Classification of the message type (e.g., Appointment, Reminder, Manual). |
Status | Indicates if the communication was Successful, Failed, or Unsubscribed. |
Client Name | Name of the client associated with the message. |
Total Communications Row - Displays the total count of all communication events shown in the filtered results.
All columns support sorting and filtering.
Export Options
Download (PDF/CSV) - Export the complete report.
Manual Download - Option to download data from a manually filtered view.
Tips for Use
Audit communications - Confirm messages are being delivered successfully, not just when failures occur.
Filter by method - Use the Communication Type filter to isolate SMS or email performance.
Monitor trends - Track increases in failed or unsubscribed messages over time to identify delivery issues.
Check current data only - The report includes data from the implementation date onward; no historical records are available.