Report Filters and Settings

Report filter controls


Default report filter controls

Default filter controls




Filter controls for calculated reports

Calculated report filters


  1. Date range
  2. Search by keyword
  3. Filters
  4. Group by
  5. Export
  6. Email
  7. Scheduled reports
  8. Presets
  9. 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.



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).

Group by filter control
Group by filter control



All reports can be exported in HTML, PDF or Excel format.

Export report control
Export report control



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.

Email report control
Email report control


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.

Scheduled reports


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.

Scheduled reports in profile.



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.

Preset controls


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.



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