Purchasing and managing Live Reports licenses
| RingCentral MVP
Last updated on September 01, 2021
The Admin portal gives you access to purchasing and modifying Live Reports licenses. Live Reports requires additional licensing. A separate license is required for each access account. For example, managers must have a license, and each agent who requires monitoring also needs a license. Licensees must be enabled in Roles and Permissions. To learn more, see Intro to Analytics Live Reports.
Purchasing Live Reports licenses
1. Log in to your RingCentral account at www.service.ringcentral.com.
2. From the Admin Portal, go to Billing via the top bar.
3. From the left navigation bar, go to Purchase.
4. Click on the Live Reports tile.
5. In the lower right corner, you will see pricing and an option to add. Click the plus sign.
6. Click Add to Cart.
7. In the pop-up window, click Check Out.
8. A new Review Items and Checkout window displays.
9. In Review Items, you can review and modify your selection. Click Next to confirm.
10. The Assign Cost Center window displays. In the upper right, choose a cost center from the Select Cost Center drop-down field, or select New to create a new one.
11. In the upper right corner you have the choice to Assign to Selected or Assign to All.
a. To Assign to Selected, check the box to the left of the Product Name entry and choose Assign to Selected in the upper right.
b. Choose Assign to All in the upper right to assign each new license in the list to the same cost center.
12. You can use the Cost Center field in the Assigned Cost Center column in the table entry to modify the cost center. Click on the Cost Center dropdown menu to show a list of cost centers. 13. Use the search field in the resulting pop-up window to search for a specific cost center.
You can also choose to split multiple licenses among cost centers by choosing Split in the Actions column and assigning them to different cost centers.
14. The Review Order page confirms your choices and summarizes your order and pricing. 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.
15. Review the information in the View Statement window and click Print to print a copy of the order, then click Done to complete the transaction.
You can confirm your billing details, including your next billing cycle date, at any time by going to the left navigation bar and clicking Service Billing Detail. You will see all your billable service items.
Assigning Live Reports licenses
In order for users to access Live Reports, they must be assigned a license to use it.
1. Log in to your RingCentral account at www.service.ringcentral.com.
2. From the Admin Portal, go to Billing via the top bar.
3. From the left navigation bar, click Live Reports. 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.
a. Enter criteria in the Search field to find a specific license.
b. Use the Cost Center drop down field to filter for a particular cost center, or
c. Click +Add Licenses to make additional purchases.
4. Under the Actions column, click the three-dot More menu for any unassigned licenses, then click Assign. A list of users displays.
5. Use the radio buttons to the left of an entry to select a user.
6. Click Assign.
The user list repopulates to show the updated license assignment.
Filtering Live Reports licenses
Filter options let you find a specific user or license.
- Log in to your RingCentral account at www.service.ringcentral.com.
- From the Admin Portal, go to Billing via the top navigation tabs.
- From the left navigation bar, click on the Live Reports tab. The Live Reports page opens, with a list of purchased live reports licenses. Here you can see License Type, Assigned To, Ext, Date Added, and Actions.
- Enter criteria in the Search field.
- Use the drop-down menu in the Cost Center field to show a list of cost centers. Choose one or more using checkboxes to the left of each entry, or type your cost center criteria in the Search field.
The list repopulates with entries for your search criteria.
Unassigning a Live Reports license
To unassign a license, go to the Actions column of the user you want to unassign and click the three-dot More menu. Click Unassign. A pop-up window warns that the license will be unassigned and placed back into your account for future use. Click Confirm to unassign.
Deleting a Live Reports license
If you no longer wish to maintain one of your licenses, you can delete it.
1. From the Admin portal, choose Billing from the top navigation tabs.
2. Click Service Billing Detail in the left navigation bar.
3. In the Actions column, click the three-dot More icon.
4. Click Delete.
5. In the pop-up window, use the radio button to the left of the entry to confirm that you want to delete it.
The number of licenses available for deletion shows in the Can be Deleted column.
6. Click Next.
7. In the Specific Quantity window, in the field in the Qty to Delete column, enter the number of licenses you want to delete. Click Next.
- 8. Review and confirm the licenses that will be permanently deleted, then click Delete.
9. When you return to the Service Billing Detail window, the number of remaining licenses, if any, is shown.
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