Let’s say as a supervisor, you’ve filtered out all chat interactions for Dennis, one of your newest agents, but you want to eliminate some information that is not relevant to your current report, such as Chat Language, External Transaction Data, etc. You can easily customize the table to display only the information that is relevant to your business.
By default, the report table includes all data, but you can easily customize it to suit your needs.
To customize your digital channel report:
- From the Digital Channels report page, select Customize table.
From the drop-down list, click the icon for the columns you wish to hide/unhide from your report.
- Hidden columns display the icon.
- By default, the Time column cannot be moved, and cannot be hidden from the report.
- Click the icon in the header, next to Column, to hide/unhide all column metrics.
- To lock a column in place and prevent the metrics from moving on the page when scrolling, click the lock icon. When locked, the lock icon displays in blue. When you lock a column, the lock icon automatically displays on the next column—click it to enable the lock.
- To rearrange the columns, click the icon and drag and drop them to the desired location.
- Click Save.
- Apply the relevant filters for your report or select a saved filter, then click Submit.
The display page populates with the filtered data and the selected column metrics. Click on the header to arrange the data in ascending or descending order.
To download the report in Excel format, click and select XLSX from the list. The report downloads and a notification banner briefly displays on the page.
Note: The downloaded report includes the totals for the count type columns. The totals are not included on the display page.