Reports Excel Export - Overview

How to read the Reports export.

Reports Excel Export - Overview

While the Reports tab provides a helpful overview of your current usage within Prokeep, the Excel export allows you to take a deep dive into your usage. 

 

How To Export the Excel:

Go into the Reports section and look for the 'Export Excel' button in the top right-hand corner. 

export excel

Once clicked, you will be given the option to select a specific date range or check 'All-Time.'

You are also given the option to export All Groups or select individual groups.

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Then click Submit.

Overview of the Excel Export:

At the bottom of the Excel sheet, you will be able to select either Threads or Users. 

What the Threads Info Looks Like:

threads sheet

Column A: Your Company Name

Column B: Location customer messaged into or where the customer was messaged from

Column C: User's First Name

Column D: User's Last Name

Column E: Direction Thread was Created (Received or Sent)

Column F: Customer's First Name

Column G: Customer's Last Name

Column H: Customer's Company Name

Column I: Unique Thread ID

Column J: Time Thread Received/Started

Column K: Time Thread Claimed

Column L: Time Thread Closed

What the Users Info Looks Like:

users sheet

Column A: User's Email Address

Column B: User's Group

Column C: Total Threads

Column D: Threads Received

Column E: Threads Sent

Column F: Average Time to Claim (Minutes)

 

Expanded Reporting Export - Reporting exports now contain the tags connected to a thread, as well as the message type: email, fax, or text!

 

If you would like your timestamps in local time, please reach out to support@prokeep.com to have that enabled on your account. When Local Time is enabled, it will use the time zone set in the After Hours Message per group.