Congratulations! You have created your Monitor and it’s off recording activity!
For more information about Reporting Templates including how to create your own, please go to What is a Reporting Template and where do I find it?
Follow the steps below to connect your Monitor to a Reporting Template.
INFO! For everything to do with Reporting Templates, please visit What is a Reporting Template and where do I find it?.
There are different Templates for different types of user and each contains 5 folders that relate to the 5 sections, or Tool Groups seen in many of the reports. These 5 Tool Groups contain all our out-of-the-box Monitors.
With the relevant Report Template folder selected, search for your Monitor in the window on the right by scrolling through the list or by starting to type in the search box.
TIP! It is a good idea to add your Monitor to the same folder in each of the Reporting Templates so that the information will be reflected regardless of the Template being used.
Highlight the Monitor and then click on the green arrow to move the Monitor to your selected folder.
The Help Item Overview User Segments The Monitor Overview The User Group Overview My Campaigns The Support Tab Report The Proactive Support Report The Knowledge Base Report The Assisted Support Report