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Report columns

Why this matters

Report columns put the outcome of every message (sent or not, delivered or not, replied or not) in the same row as the contact. You can sort, filter and count them like any other data, and they’re your record of what was sent to whom.

Add the columns

  1. On the Send New tab, under Reports:, tick Add report fields to spreadsheet.
  2. Send as usual. ExcelSend adds the columns to the right of your data and shows “Report fields added”.

The Add report fields to spreadsheet option on the Send New tab

The option is ticked for you when the sheet has no report columns yet and you aren’t working from a selection.

Straight after sending, only exs_jobReference is filled in. The other columns fill when you refresh reports.

What each column holds

ColumnContents
exs_jobReferenceThe job reference that links the row to the send
exs_wasMessageSentYes or No
exs_dateSentWhen the message was sent
exs_statusThe delivery status of the message
exs_messageThe message text that was sent to this contact
exs_sendErrorWhy the message wasn’t sent, if it wasn’t (shown in red)
exs_wasReplyReceivedYes or No
exs_dateReceivedWhen the reply was received
exs_replyThe text of the reply

Dates use your account’s date format followed by the time as HH:mm. Yes and No are always in English.

A waiting list with report columns filled in, including replies

Working with the results

  • Sort or filter on exs_reply to group answers such as YES and NO.
  • Use exs_reply, not exs_wasMessageSent or exs_wasReplyReceived, when you’re reading the answer to a yes/no question. Those two columns also contain Yes and No.
  • Don’t rename or delete exs_jobReference while you still want to refresh the send. ExcelSend uses it to find the rows.

Common problems

The columns are there but empty They fill when you refresh. See Refresh reports.

I didn’t tick the option and now want reports Reports need the job reference in each row. Without exs_jobReference there’s nothing to match on, so report data for that send can’t be written back to the sheet. You can still see the job in the ExcelSend portal.