The Call Reporting feature in your platform helps you keep track of all calls made through your CRM’s dialer.
This article will show you how to access and use Call Reporting.
To start, click Reporting in the left menu.
Once you’re in the Reporting section, click Call Reporting in the top menu.
In the main view of Call Reporting, you’ll find graphs and statistics based on the calls made through your CRM’s dialer.
These statistics can be sorted with custom date ranges - simply click the date range at the top, select your desired dates, and then click the green checkmark.
You can also review all calls or select a specific number to narrow your search results.
The Filters button provides even more options for sorting your data, such as sources, a specific marketing campaign, device type, inbound/outbound, call status, and more.
After you’ve selected your preferred filters, click the Update Filters button to update the call stats on your main view, which showcases your answered vs. missed calls, top sources, average duration, number of first-time calls, etc.
Underneath the stats, you can also view the calls made in a table format.
This table shows you the date & time of the call, the name associated with the number (if any), call source & type, phone number, status on whether the call was answered or not, if it was a first call and other information.
To access details for each call and its recording, click the call’s drop-down on the right side, as shown in the screenshot below:
Lastly, if you want to download all the call data in a CSV format, click the export/download option at the top right corner.
Your platform’s Call Reporting feature is a great way to track your calls or get insightful data about the calls being made and received.