Template Usage Summary

Team managers and analysts can download a summary report on the templates used by the agents on the Chat Console.

Download Report

To download template user summary report,

1. Click Generate Report in the Template Usage Summary section to display the calendar in the pop-up window.

2. Select the date range from the given calendar and click OK. A pop-up will be displayed notifying that the request is queued for processing the report. Refer the image below.

3. Click View Requested Reports to view the status of the requested report. The requested report will be initially in Pending status. Refer the image below.

4. Once the status changes to Available, the admin can click the Download Icon to download the report.

To Schedule a Report

1. Click Schedule Report button on the Offline Reports screen.
   The following pop-up window appears.

2. Select the File Format.
3. It is recommended to select .xls option for reports on email channel as .csv files are likely to be malformed with email body content.

4. Select the Periodicity.
5. Select the File Destination.
6. If you select Email radio button, a text box appears.
7. Enter the email ids of the list of users to whom the report has to be sent.
8. If you select SFTP Path radio button, the list of SFTP paths configured by the client admin under File Destinations screen (Client Admin Console > Settings > File Destinations) will appear.

9. Select the SFTP Path.
10. If you select AWS S3 Bucket radio button, the list of AWS S3 Buckets configured by the client admin under File Destinations screen (Client Admin Console > Settings > File Destinations) will appear.

12. Click Save.
    A confirmation message appears on the screen.

To Cancel a Scheduled Report

1. Click Schedule Report button in the respective report section. The Schedule Report pop-up window will be displayed.
2. Click Cancel Report.

The report will be cancelled, and a confirmation message appears on the screen.