How To Schedule A Report

Enhanced public relations are at the pinnacle of every great business. All companies are required to be able to reach out to their customers in a variety of ways, exercising a mixture of website chat tools to carry them towards their objectives and beyond.

As a provider of website chat app for small businesses, Click4Assistance are known for offering the best solutions that help revolutionise customer service practices and produce improved user experiences for clients and visitors alike. Ever found yourself asking ‘how can I manage analytics for my website?’ if so, then take a look at our essential feature… Scheduled Reports

What is a scheduled report?

The reporting module has a variety of reports covering all of the tools available in the Click4Assistance solution. All reports in the software can be scheduled for automatic delivery to one or more email addresses. Schedules provide automatic delivery of reports to the designated email addresses for your convenience.

What are the benefits of scheduled reports?

With scheduled reports, you don’t even need to log into the software - this ensures you receive the information automatically on a regular basis, in the selected format, delivered directly to your inbox at a time that suits you:

• This ensures streamlined management reporting
• Filter according to the related module
• Access previous scheduled reports by clicking on the download icon

How to schedule a report?

In order to schedule a report, you will firstly need to navigate towards the ‘Reports’ module. You can select the report that you wish to schedule.  Firstly, apply any filters and or segments, and then click on the ‘SCHEDULE’ button in the top right corner. In this window, you can begin to build your scheduled report with the necessary details.

You will need to enter a name for the scheduled report, chose the frequency of how often this report is sent whether it’s daily, weekly or monthly, and then select the format type:

• PDF
• Excel
• or CSV

You can then choose the date in which you will start receiving the report from and lastly specify where you would like the report to be sent to by clicking on the plus icon to add each of the relevant email addresses. With all of that complete, you can go ahead and click ‘SAVE’.

If you then navigate towards the ‘Scheduled Reports’ area, you can see the full list of reports that have been scheduled. Within this area, you can edit existing scheduled reports and view reports that have been sent previously.

You can also delete a scheduled report by clicking on the cross icon.

Finally…

Scheduled reports are an additional functionality within the Click4Assistance software to help keep your data manageable and streamlined. To see the scheduled reports facility in action please take a look below or go directly to our YouTube channel for more help on how to add online chat to website.

Feel free to take a more in-depth look at Click4Assistance and how to add online chat to website with our detailed guide to each unique module, and give our super helpful team a call on 01268 524628 today for a free trial or demonstration.