How to Schedule Live Chat Reports

 

ProProfs Live Chat lets you schedule reports on a daily, weekly, or monthly basis, which you receive right in your mailbox.

 

By scheduling reports, you can:

 

1. Receive updates about your live chat service based on your chosen schedule

2. Monitor your KPIs regularly for timely action.

 

Here’s what your scheduled report will look like in your inbox:

 

Schedule Live Chat Reports Preview

 

To schedule live chat reports:

 

Step 1: In your ProProfs Live Chat account,

 

  • Navigate to ‘Reports’ from the dashboard

  • Click on ‘Schedule Report’ at the bottom of the left panel.

 

How to schedule live chat reporting in ProProfs Live Chat

 

Step 2: If you are accessing the page for the first time, you will see the following:

 

  • Click on ‘New Report’ or ‘Schedule your first report’ to begin.

 

Scheduling Reports in Live Chat

 

  • Follow the screenshot instructions below:

 

ProProfs Chat Report Scheduling

 

1. Name: Give a title to your report

 

2. Select Reports: Choose from the given report types. You can schedule an overall summary report or be specific by selecting an operator(s) or group(s). Your selections will appear under the ‘Selection’ column.

 

ProProfs Chat Report Scheduling

 

3. Schedule: You can choose how often you wish to receive these scheduled reports via email.

 

Learning How to schedule live chat reporting

 

4. Email: You can add one or more email addresses to share the report depending on your preferences.

 

Ticket reporting to an email

 

5. Save: You can finalize the changes by clicking the ‘Save’ button.

 

6. Preview: You can generate a quick preview of your scheduled report.

 

7. Send Test Email: You can also send a test email to any email address of your choice and see how the scheduled report looks like in the inbox.

 

Sending test email of chat statistics to inbox

 

Here’s what the ‘Schedule Report’ section will look like in general:

 

  • You will find an overview of all your scheduled reports.

  • You can change their status to active/inactive with just a click.

 

Schedule live chat reports

 

That is all about scheduling a report in ProProfs Live Chat.

 

 

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