Conversation, Campaign, Team & Usage Reports

Review operational conversation, contact, campaign, automation, agent, and usage activity.

Review Conversation, Campaign, Team & Usage Reports

Review open, unread, assigned, and resolved conversations; contact growth and source; campaign delivery and replies; flow executions and failures; team workload; base-plan usage; add-on usage; and provider warnings. Protect individual-agent data and use reports fairly.

Who should use it

Workspace owners, managers, agents and authorized mobile or reporting users.

Where to find it in Wemblo

Wemblo -> Dashboard -> Statistics / Usage

Before you begin

  • Use a unique user account.
  • Confirm the active workspace and role.
  • Use test users or fictional customer data.
  • Protect mobile devices and sensitive reports.

Main concepts and fields

Concept / FieldMeaning or Use
Conversation ActivityOpen, unread, assigned and resolved work.
Campaign ActivitySent, delivered, read, failed and reply activity where available.
Team ActivityAssignments, workload and follow-up activity.
UsageBase-plan and add-on capacity or monthly activity.
Date Range / TimezoneReporting period interpreted in PKT.

Step-by-step instructions

  1. Open Wemblo -> Dashboard -> Statistics / Usage.
  2. Confirm the active workspace and your role.
  3. Create or select the user, team, task, device or report.
  4. Configure only the required access or filters.
  5. Save.
  6. Test with a non-owner account or fictional record.
  7. Review notifications, assignments or report values.
  8. Document the responsible owner.

Test and verification

  1. Complete one successful path with fictional data.
  2. Complete one invalid, failure or permission path.
  3. Confirm the result appears in the correct workspace and module.
  4. Confirm the correct person or team can review and continue the work.

Common issues and solutions

IssueWhat to Check
User cannot see the moduleTeam, role, active workspace and account status.
Assignment or notification is missingOwner, device/browser permission and routing rule.
Report is empty or differentDate range, PKT, workspace, provider definition and sync delay.
Former user still has accessDisable account, revoke sessions and rotate shared credentials.

Security, privacy, consent, cost and provider notes

  • Use only data the business is authorized to process.
  • External provider charges, policies, approvals, limits and availability remain separate.
  • Do not expose passwords, API keys, tokens, webhook secrets, payment credentials or private customer data.
  • Use human review for sensitive, regulated, urgent, financial or final decisions.

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