Report Filter Controls Overview
Allow users to customize the data displayed in their reports. By applying various filters, users can focus on specific metrics, time frames, or categories, ensuring that the information is relevant and actionable.
Default report filter controls
Filter controls for calculated reports
- Date range
- Search by keyword
- Filters
- Group by
- Export
- Scheduled reports
- Presets
- Primary and secondary range
Date range
The Date Range option allows you to select from a pre-set number of date ranges (i.e. the last 30 days) or to insert a specific range of dates.
Search by keyword
Need to find all the chats from someone with a particular email? Perhaps all chats where users mention a particular item number? The Search by Keyword feature allows you to search several different fields within the report for keywords.
Filters
Filter options vary by the report, but will allow for you to narrow the report results to exclude specific information or to pull the report statistics by Group or Agent depending upon the report.
Group by
The Group by function allows for viewing the graphical data in Agent, Group, and timeframe increments (hourly, daily, weekly, monthly, or yearly).
Export
All reports can be exported in HTML, PDF or Excel format.
All reports can be emailed in HTML, PDF or Excel. Emailed reports can also include transcripts with all visitor information, survey responses, and the full message conversation.
Scheduled reports
Each report can also be scheduled to be sent via email at a specific frequency. Insert email addresses, the date range of the report, the frequency you wish to receive the report and schedule the delivery.
Unsubscribe from a scheduled report
If you wish to unsubscribe to a report being sent, go to the top right-hand corner of your screen and click on your profile image. Choose Profile, from that menu and then the Subscription tab. Delete the scheduled report by clicking on the trash icon.
Presets
The preset control allow you to create a preset view that you can save. It will save the filter settings as well as column selections.
Primary and Secondary Range Filters
Primary and Secondary Range Filters enable filtering of report results by the time of day and day of the week.