How to use Report Builder

May 31, 2018
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LiveEngage Report Builder comes with a set of predefined dashboards which offer ready made reports. These predefined dashboards can be used out of the box, or manipulated to create customized reports which contain unique key performance indicators.  LivePerson administrators can schedule your reports to run at set times on a recurring basis and be delivered to requested email in-boxes.

  1. How to obtain Report Builder
    If your LiveEngage account does not include Report Builder, please contact your Account Manager or chat with us 24/7.
  2. Creating custom reports with Report Builder
    – In order to request permission for report creaion in Report Builder, please contact your Account Manager or chat with us 24/7.
    – Once you have obtained permissions, follow instructions in the Report Builder – User Guide.
  3. Running and viewing reports
    For instructions on running and viewing reports, see the Report Builder article in the LiveEngage Connection Area.
  4. Scheduling reports in Report Builder
    In order to schedule your reports to run automatically and have them delivered by email, please contact your Account Manager or chat with us 24/7.