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Purchasing and managing Live Reports licenses

You can purchase and modify Live Reports licenses on the Admin Portal. Individual licenses are required for:

Every Live Reports user
Every manager who will have Live Reports viewer access
Every agent who will require monitoring.

Read Intro to Analytics Live Reports to learn more about enabling licenses using Roles and Permissions.

Purchasing Live Reports licenses

Sign in to the Admin Portal.
In the top menu, select
Billing
.
From the left navigation bar, click
Purchase
.
Click the
Live Reports
tile at the lower left.

In the lower right corner, you will see pricing and an option to add. Click the plus sign.
Click
Add to Cart
.
In the pop-up window, click
Check Out
.
In the
Review Items and Checkout
window displays, you can review and modify your selection. Click
Next
to confirm.
In the upper right of the
Assign Cost Center
window displays, click the
Select Cost Center
dropdown to choose a cost center, or select
New
to create a new one.
You will have the option to
Assign to Selected
or
Assign to All
.
To
Assign to Selected
, check the box to the left of the
Product Name
entry and choose
Assign to Selected
from the dropdown on the righthand side of the window.
To assign every new license in the list to the same cost center, choose
Assign to All
from the dropdown on the righthand side of the window.
Click the Cost Center dropdown to show a list of cost centers. You can use the Cost Center field in the Assigned Cost Center column in the table entry to modify the cost center. Use the search field to find a specific cost center.
To split multiple licenses among cost centers, click
Split
in the Actions column. Follow the prompts to assign licenses to different cost centers.

Confirm your order and its pricing on the
Review Order
page. Click the check box at the bottom of the page to acknowledge that you have read and understood the information and itemized charges, then click
Next
.
Review the information in the
View Statement
window, and click
Print
to print a copy of your order. Click
Done
to complete the transaction.

You can confirm your billing details, including your next billing cycle date, by clicking

Service Billing Details

in the left navigation bar.

Assigning Live Reports licenses

Users must be assignes licenses to access Live Reports.

Sign in to the Admin Portal.
In the top menu, select
Billing
.
From the left navigation bar, click
Live Reports
. On the Live Reports page opens, with a list of purchased Live Reports licenses. Here you can see
License Type
,
Assigned To
,
Ext
,
Cost Center Code
,
Date Added
, and
Actions
.
Enter criteria in the
Search
field to find a specific license.
Use the
Cost Center
dropdown to filter for a particular cost center.
Click
+Add Licenses
to make additional purchases.
Under the
Actions
column, click the three-dot
More
icon for any licenses that show
N/A
in their
Assigned To
columns. Click
Assign
to bring up a list of users.
Select the desired user, then click
Assign
.

The user list will refresh to show the updates to your license assignments.

Filtering Live Reports licenses

Filter options lets you find specific users or licenses.

Sign in to the Admin Portal.
In the top menu, select
Billing
.
From the left navigation bar, click on the
Live Reports
tab. On the Live Reports page, you’ll see a list of your purchased Live Reports licenses. Here you can see
License Type
,
Assigned To
,
Ext
,
Date Added
, and
Actions
.
To locate a particular user or license, enter criteria in the
Search
field.
Use the
Cost Center
dropdown to bring up a list of cost centers. Choose one or more cost center by checking the boxes to the left of each entry, or locate a cost center by using the Search field. The list will refresh with the results of your search.

The list repopulates with entries for your search criteria.

Unassigning a Live Reports license

To unassign a license, go to the Actions column in the row of the user whose license you want to unassign. Click the three-dot

More

icon. Then click

Unassign

. A pop-up window will inform you that the license will be unassigned and placed back into your account for future use. Click

Confirm

to unassign.

In this article

Purchasing Live Reports licenses

Filtering Live Reports licenses

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