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Generate Reports

Additionally, representatives can run pre-configured reports based on their own support sessions if they are granted permission to this feature by a company or team manager. Report data is only stored for 90 days.

Topics in this article:

Available reports for managers with Management Center access

Available reports for representatives with Management Center access

Create a report

Save a report

Edit, run or delete a saved report

Available reports for managers with Management Center access

Available reports for representatives with Management Center access

Representatives that have been granted Management Center access can generate the following reports:

Create a report

  1. Click Reports in the left-navigation.
  2. On the Reports tab, configure the following options:
    • Type – Select the type of report to generate.
    • Date Range – Select an automatic time span, or set specific start and end dates.
    • For – Choose the focus of the report by selecting Representatives, Teams or Portals from the drop-down menu.
    • Format – Select the type of file to generate (.html, .xls, .xlsx, .txt or .pdf).
  3. Click Generate Report.

Note: Because reports open via pop-up windows, they may not generate properly if you have pop-up blocking enabled in your web browser.

  1. If you attempt to generate a report using the "Date Range: Begin/End Dates" drop-down menu, then selecting a "Begin Date" and "End Date" for session data outside of the date range allowance, you will encounter a message, "Session data is only stored for 90 days. Date range begins too far in the past."

Save a report

The My Reports section allows you to save customized parameters for frequently run reports. To define and save a report, you must first establish the report settings.

  1. Complete Steps #1 - 2 of Create a report (listed above).
  2. Instead of clicking the Generate Report button, enter a name for the report and click Save Report.
  3. The report appears in the My Reports list at the bottom of the page and remains available for 90 days. See Edit, run or delete a saved report for next steps.

Edit, run or delete a saved report

  1. Click Reports in the left-navigation.
  2. Use the My Reports list at the bottom of the page to do the following:
    • Run a saved report – Select the report and click Generate to generate a report based on the newest data.
    • Edit a saved report – Select the report and click Edit to modify the parameters of the saved report.
    • Delete a saved report – Select the report and click Delete to remove it from the list.

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