The Reports screen

To answer "did this month go well?" you need to know how many messages arrived, how many conversations were closed, and how many sales your automations brought. The Reports screen puts those numbers on one page, always next to the previous period. This guide explains every card, every chart and every column of every table.

💡 Reports works on both Instagram and WhatsApp accounts; it is channel-independent. The numbers here come from the panel's own records, not from Meta — for the distinction see Insights versus Reports.

In this article you will find:

• Opening the screen and choosing a period
• The twelve metric cards
• The daily message flow chart
• Conversion value
• The channel table
• The automation table
• The agent table
• The screen on phone and tablet
• Common mistakes

Opening the screen and choosing a period

Click Reports in the left menu. This section has its own row there; its entry point is not buried inside another screen.

The heading reads Reports, with two lines underneath:

• The period — The first and last day of the selected period.
• Compared with — The equally long period immediately before it, in smaller type.

Five period pills sit to the right: Last 7 days, Last 30 days, Last 90 days, This month, Last month. The default is Last 30 days. There is no custom range on this screen.

Your chosen period stays in the address bar, so you can bookmark the view or send it to a teammate.

There is no Refresh button here, and none is needed: the numbers are read from the panel's own records and are current on every page load.

The twelve metric cards

Twelve cards sit at the top of the page. Each one holds the metric's name, its value for the period, a change badge and a "Previously: {number}" line.

• Messages received — Every message that arrived from a contact during the period.
• Messages sent — Every message that left the panel during the period. It can exceed the sum of the next two (system messages, triggered notifications).