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  1. MAIN MENU
  2. Reporting
  3. Tools & Features

Report Based SMS's

How to send SMS's based on report results.

PreviousYear Agnostic Date FiltersNextCustom Reports

Last updated 7 months ago

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When assessing a report, Mobiloan will present an SMS option in the utility bar, as seen in the screenshot below.

Selecting this option will then allow you to build an SMS template by including placeholders that were loaded from the report's results.

The SMS icon will only be apparent if

  1. A cellphone number column in the generated result of the report.

  2. The operator requesting the report has

To help you better understand this feature, watch the training video below for a demonstration of a practical example using Report Based SMS templates.

Note well that this feature is also applicable outside of the reporting module. For more information on the other use cases of SMS templates, select the page link below

The Results of a report in Mobiloan