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.