Client Chat Live Dashboard Reports
Log in to the Client Chat Live Dashboard (https://app.clientchatlive.com/).
Username is the email address associated with your account.
From the homepage, use the left side navigation pane to select the Reports section.
Select Filters:
- Sites are all of the active communication methods used to reach new potential clients. Use this filter to view each method independently, if needed.
- Calendar Selection is used to define the timeframe being reviewed. Use the default options on the left (all time, today, yesterday, last 7 days, last 30 days, this month, last month) or create a custom range.
NOTE: For more on filters, visit our Understanding Dashboard Filters article.
Once you have selected your filters --> select to download the CSV detail report and /or the PDF summary report.
