Advanced reporting features

Advanced reporting features

You can fine-tune the result of your reports that best suit your needs.

How to group your reporting data

When you run a report, you get information on the performance of your whole organization. However, you may want to know how a specific agent or even a chat button performs. To do so, you can change the default grouping of your reports to visually align the generated data to your needs.

  1. Sign in at https://report.boldchat.com.
  2. Click New Report at the top of the page and select a report type on the left.

    To change the default grouping of your report data, click the grouping option on the right and change it to your needs.

  3. Click Advanced on the right.
  4. Click Add New Report Grouping and select a grouping option.

    Result:

    Note: You can add multiple grouping options.
  5. Click Run Report at the bottom of the page.

How to filter reports

When you run a report, you get information on the performance of your whole organization. However, you may want to know how a specific agent or even a chat button performs. To do so, you can filter your reports to see only the data that really matters.

Note: Currently, Messaging App reports do not support filtering based on Account.
  1. Sign in at https://report.boldchat.com.
  2. Click New Report at the top of the page and select a report type on the left.
  3. Click Advanced on the right.
  4. Click Add New Report Filter and select a filter.

    Result:

    Note: You can add multiple filters.
  5. Click All to select specific members of the filter group.

  6. Select the individual members of the filter.
  7. Click Run Report at the bottom of the page.

How to change the timezone of reports

  1. Click New Report at the top of the page and select a report type on the left.
  2. Click Advanced on the right.
  3. In the top-right, click the timezone selector and change it to your timezone.

  4. Click Run Report at the bottom of the page.