A report is what TextWork saved when a conversation finished. The written page comes from the report template on the script.
The date range at the top of the dashboard, and any filters you have on, decide which reports you see. Filter your data covers the filters.
Open a report
On the dashboard, click a person in the list under the charts. Their page opens on their chat.
User
Script
Last seen
Jordan Ellis(216) 555-0142
Applicant screen
Today, 2:14 PM
Maria Santos(216) 555-0187
Applicant screen
Today, 11:02 AM
Devon Price(440) 555-0113
Managers report
Yesterday, 4:40 PM
The people list on the dashboard. Click anyone to open their page.
Click Chat at the top right of the messages to switch to Timeline. The timeline lists their reports and conversations, newest first. On a phone, tap their name instead to see the same list.
Find the report row. It shows the report template, a short label such as Pass, and the time.
Click the row. The written report opens under it.
A person's page switched to Timeline, with their latest report open.
Click the row again to close it.
A dimmed row marked superseded is an older copy. A newer report replaced it. An Amendment badge means this report updates an earlier one.
An open Job Screen report. Click the row to open or close it. The dimmed row below is a superseded copy.
Send the report
On an open report, choose Send by Email to mail it. If that conversation came in by email, the button says Reply by Email.
What you are reading
The report is the structured result. The messages it came from are the transcript.
