How to Schedule Live Chat Reports

ProProfs Live Chat offers the convenience of scheduling reports on a daily, weekly, or monthly basis, which are then sent directly to your mailbox. These scheduled reports provide valuable insights and updates about your live chat service, allowing you to stay informed and take proactive actions to improve customer support and enhance overall performance.

By scheduling reports, you can:

1. Keep track of key metrics such as chat volume, response times, and customer satisfaction ratings, and gain valuable insights

2. Monitor important KPIs and make data-driven decisions to take timely actions

3. Saves time and effort, allowing you to focus on analyzing the data and taking action based on insights collected

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

To Schedule ProProfs 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.

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 get started.

Here's a brief description of the report elements when you add a new report:

1. Name:  Provide a title for your report.

2. Select Reports: Choose from the available report types. You can schedule an overall summary report or be more specific by selecting specific operators or groups. Your selections will appear under the 'Selection' column.

3. Schedule: Determine how often you wish to receive the scheduled reports via email.

4. Email: Add one or more email addresses to share the report based on your preferences.

5. Save: Finalize the changes by clicking the 'Save' button.

6. Preview: Generate a quick preview of your scheduled report.

7. Send Test Email: Send a test email to any email address of your choice to see how the scheduled report appears in the 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.

We hope this guide has been helpful in understanding how to schedule live chat reports in ProProfs Live Chat. If you still face any issues with scheduling reports, feel free to contact our support team.