Report Filters and Settings

Report filter controls

Overview

Default report filter controls

Default report filter controls
Default report filter controls

 

 

 

Filter controls for calculated reports

Filter controls for calculated reports
Filter controls for calculated reports

 

 

 

 

  1. Date range
  2. Search by keyword
  3. Filters
  4. Group by
  5. Export
  6. Email
  7. Scheduled reports
  8. Primary and secondary range filters

 

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.

Date range filter control
Date range filter control

 

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.

Search by keyword filter control

 

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.

Filter by engagements, response time, or specific groups
Filter by engagements, response time, or specific groups

 

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

 

Export

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

Export report control
Export report control

 

Email

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.

 

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.

Apply primary and secondary date and time range filters
Primary and secondary date and time range filters

 


 


Was this article helpful?