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.

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 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.