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docs: clarify HSM delivery dashboard setup and sharing steps #647

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docs: clarify Contacts table step and dashboard sharing settings
sangeeta1911 Jul 6, 2026
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docs: add standard header with Last Updated date, drop backticks in n…
sangeeta1911 Jul 6, 2026
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14 changes: 13 additions & 1 deletion ... Features/09. Reporting & Dashboard/08. How To Set Up HSM Delivery Dashboard.md
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### **4 minute read                                                                                                                         `Advanced`**
<h3>
<table>
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<td><b>4 minutes read</b></td>
<td style={{ paddingLeft: '40px' }}><b>Level: Advanced</b></td>
<td style={{ paddingLeft: '40px' }}><b>Last Updated: July 2026</b></td>
</tr>
</table>
</h3>


### Problem: How to find the number of contacts who did not get the business initiated message due to frequency capping regulations imposed by Meta on Marketing HSMs.
Expand Down Expand Up @@ -40,6 +48,8 @@ app, destination, type, reason, sent_on, flow_name, template_id, message, m.medi
### 1. Sign into Bigquery using the appropriate email account and select the options to run a query.
- Navigate to bigquery. Expand the phone number (aka dataset) and select `Contacts` table

- Note: This step is only to open the query editor within the correct dataset context - the query itself reads from the messages table, not Contacts.

<img width="304" alt="Screenshot 2025-05-12 at 2 40 53 PM" src="https://github.com/user-attachments/assets/429557a7-a146-4841-a337-266fb2c13984" />

- Click on the “Query’ button to create an empty query
Expand Down Expand Up @@ -74,6 +84,8 @@ lets move to Part 2
- Sign in to your Look Studio space using your work google account associated with BigQuery

- Open this link - https://lookerstudio.google.com/u/0/reporting/859eb34f-2f9a-410c-8baa-dacf28af6c33/page/oBhGF/preview in your browser

- Note: This is a preview link tied to the report owner's account. Before sharing your own copy of this dashboard with your team, click Share in Looker Studio and set access to "Anyone with the link" → Viewer, so teammates outside your account can open it too.
- In the top right corner, you will see 2 buttons next to your user profile icon
<img width="739" alt="Screenshot 2025-05-12 at 3 09 14 PM" src="https://github.com/user-attachments/assets/aa6221f3-74a2-4cd5-bba2-65845b9ac64e" />

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