Reporting: Schedule & Download Chat Reports

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Reporting: Schedule & Download Chat Reports


SCHEDULE REPORTS

To schedule reports login to the Velaro control panel: http://login.velaro.com

Goto: Engage > Reports

Select the date range for which you want to report on.

(Note, if you are going to send a daily report, be sure to choose "Yesterday" as your date range.  Velaro sends out reports very early in the morning, and if you select "Today" as your date range, odds are your reports will be limited or blank.)

Select the filters you want to use if applicable

Click the red alarm clock icon and set your schedule to run: daily, weekly, or monthly.  

Choose your Format: PDF, HTML, Excel, Word, XML

Enter the email address to where the report shall be sent

Hit OK

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DOWNLOAD REPORTS

Goto: Engage > Reports

Select the date range for which you want to report on.

Select the filters you want to use if applicable

Choose your Format: PDF, HTML, Excel, Word, XML


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Last Modified:Monday, October 26, 2009
Last Modified By: Chad
Type: HOWTO
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