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You can use the Reports application to generate reports about the activity of each attended or unattended session within specified date ranges, or to generate weekly or monthly Quick Reports with one click.
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Remote Support provides 2 kinds of reports, as follows:
Note: It can take up to 15 minutes for the data from a session to be included in a report. Data is stored for 1 year from the date of the support session.
Both Quick Reports and Custom Reports list various details about the selected sessions, including the following:
Technician can access the Reports application in either of the following methods:
or
These are pre-configured reports that allow you to quickly generate a report based on the last week or month with just 1 click. These reports are web-based HTML and cannot be downloaded.
Create Quick Reports
1. Go to the Reports application.
2. Under Quick Reports, select one of the following links:
- Attended sessions this week – Include all attended support sessions conducted since the previous Monday.
- Attended sessions this month – Include all attended support sessions conducted since the first of the month.
- Unattended sessions this week – Include all unattended support sessions conducted since the previous Monday.
- Unattended sessions this month – Include all unattended support sessions conducted since the first of the month.
3. A new tab will open displaying your report in HTML format.
You can customize a report based on session type, company, technician(s) and date ranges. These reports can include data from sessions that took place up to a year ago, and can be downloaded in HTML, PDF, XLS or CSV format.
Create Custom Reports
1. Go to the Reports application.
2. Under "Report Generation," specify the contents of your report as follows:
Step 1: Select Report Focus – Choose which sessions you wish to see a report on. You can limit it to individual technicians or companies, or you can leave the range broad to see more reports.
- Select the support session type (attended and/or unattended).
- Select the company (or leave at "All Companies").
- Select the technician (or leave at "All Technicians").
Step 2: Choose Date Range – Choose to see all sessions included from a certain date to the present, or select 2 dates to specify the date range.
- Select the date range using the Since drop-down menu or From fields.
Step 3: Select Report Format – Choose the format in which you want your report to be generated.
- Select the appropriate radio button for HTML, PDF, XLS or CSV. Note that HTML reports are web-based and cannot be downloaded.
3. Click Generate Report when finished. If you selected PDF, XLS or CSV format, your file will automatically begin downloading.