For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/messaging/export-sending-history.md.
  • English

      • How do I export the sending history as CSV?

      Open Messaging → Sending history, adjust the filters and click Export. The file is generated in the background: you follow the progress in the corner of the screen and download the CSV when it is ready, without staying on the page.

      Before you start

      • You need access to the workspace's Messaging area. See Permissions.
      • The file contains personal data about your contacts (name, email, phone). Share it carefully and in line with data protection.

      Steps

      1. Open Messaging and go to the Sending history tab.
      2. On the Messages tab, use the search, Status, Platform, Broadcast and Automation filters to narrow down what you want to export. The file honours exactly the applied filters; with no filters, it exports the workspace's whole history.
      3. Click Export.
      4. Check the number of messages shown and confirm with Generate CSV.
      5. Follow the progress in the notification that appears in the corner of the screen. When it finishes, click it to open the details and use Download to save the file.

      If you close the notification or leave the page, the file stays available under Contacts → Bulk actions, on the row "Export N messages from the sending history".

      What the file contains

      Each row is one message sent (or attempted) to one contact. The columns, in file order:

      ColumnContents
      ID da instânciaUnique identifier of the send
      Enfileirado em, Enviado em, Entregue em, Visualizado em, Clique em, Falhou emDate and time of each step of the send (ISO format, UTC). Empty (-) when the step did not happen
      StatusCurrent state: queued, sending, sent, delivered, visualized, failed, held or cancelled
      PlataformaChannel: email, gupshup (WhatsApp), telegram, sms, voice, instagram or webchat
      Destinatário (canal)Address used for the send: number, email or chat identifier
      ID do contato, Nome do contato, E-mail do contato, Telefone do contatoContact data at export time
      ID da mensagem, MensagemIdentifier and name of the message (template) that originated the send
      Categoria de envioOrigin: workflows (automation), broadcast or individual
      Modobroadcast, transactional, individual, group or system
      Assunto do e-mailSubject, emails only
      Template do WhatsAppName of the approved template, template sends only
      Parâmetros do templateValues used in the template variables, separated by |
      Formato do conteúdoType of the first part of the message: text, html, template, image, audio, etc.
      Conteúdo (prévia)Message text as the contact received it, limited to 100 characters. Emails come without the HTML (text only); media shows the caption or the file name
      ID do broadcast, BroadcastBroadcast that originated the send, when any
      ID da automação, Automação, ID da etapa da automação, ProjetoAutomation and step that originated the send, when any
      Erro, Código do erro, Mensagem do erro, Status de falha do e-mailFailure details, when any
      Custo em créditosCredits consumed by the send
      ReprocessamentosHow many times the send was manually resumed
      Webhooks recebidosNumber of status events received from the provider

      Column headers are in Portuguese. The CSV uses a comma separator and UTF-8 encoding. When opening it in Excel, use Data → Get data → From text/CSV to keep accented characters.

      If it did not work

      • The Export button is missing: make sure you are on the Messages tab of the Sending history (the Webhooks tab does not export) and that you have access to the Messaging area.
      • The export failed: open the details in the notification or under Bulk actions to see the error and try again. If it persists, see error codes.
      • The file does not have the full message text: that is expected. The content column is a preview of up to 100 characters; to read the whole message, open the send in the Sending history.