The Company Summary report displays a consolidated view of account-wide call activity. Detailed reporting is also available to let you track, measure, and compare activity.
- Specify a date and time period to display.
- View up to 3 months of data at a time with the ability to go back 18 months.
NOTE: At this time, history is only available back to August 2020. The full 18 months of history will be available from February 2022 onward. - Graphical display of all calls by direction.
- Download, Save, Print, and Email reports.
- A consolidated view of each call segment can be found using the Call-ID.
Only the Super User, Account Administrators, Call Queue Administrators, Call Queue Reporting Administrators, and Reports Administrators can access reports.
View Company Summary
View a summary of all calls.
- Sign in to the Admin Portal.
- Click Reports, then click Company Summary.
Use Filter Day/Time and the Time Period menu (top left) to select or customize a time period for the summary.
The Refresh button updates the view and the Download, Save, Print or Email options (top right) are available for use. You can also customize your views using the following options:
Show/Hide Columns | Select columns you want to view from the Show/Hide Columns menu. |
Table/Graph View (Icons) | Switch between the table or graph view. |
Full Report View
View detailed analytics and a call log. The Refresh button updates the view and the Download, Save, Print, or Email options (top right) are available for use.
- Sign in to the Admin Portal.
- Click Reports, then click Company Summary.
- Go to the Call Direction column in Table View and click a direction to open the Full Report View.
Review Sections of Full Report Landing Page
Section | Description |
Time Period | Use Filter Day/Time and the Time Period menu to select or customize a time period for the report. |
Advanced Filters | Set filters to view specific information:
- Extensions
- Caller ID
- Call Disposition/Direction
- Show Recorded/International Calls Only
- Duration
|
Trending | Displays the number of calls. Set filters for:
- Total Calls
- Answered or Missed Calls
- Voicemails Calls
- Average Call Duration
|
General Stats | Displays general statistics for calls on your account.
- Most Active
- Least Active
- Direction
- Result
|
Call Log | Displays a call log.
- Search for details
- Show/Hide Columns (Refer to Understand Available Fields/Columns in the Call Logs)
- Export to Excel
- Review recorded calls, if available (Microphone Icon)
- Create Call Blocking Rule (Phone Icon)
- The Call-ID is used to connect all segments of a call together.
|
Understand Available Fields/Columns in the Call Logs
The following fields (columns) are available to show or hide in the Call Log section of the report.
Field (column) | Description |
Call ID | Unique identifier for each call. |
Recording (icon) | View call recording. |
Block (icon) | Create call blocking rule. |
Direction | Inbound, outbound, or intra-PBX call. |
To | Phone number or extension receiving the call. |
From | Phone number or extension placing the call. |
Source Device | Name of physical device placing call (if available) |
Destination Device | Name of physical device receiving call (if available) |
Source UserID | Username assigned to the caller. |
Destination UserID | Username assigned to the callee. |
Date / Time | Date and time of call. |
Result |
Result of Call | Definition |
---|
Answered | A call is considered “Answered” when it successfully connects to an extension and is picked up by the recipient. The recipient could be a human on a regular extension, a call queue, or an automated system. An answered call does not necessarily indicate that a human agent picked up the call. | Attempted | An “Attempted” call refers to an outbound call that was placed but not answered. This typically includes calls that ring but eventually disconnect after reaching a busy tone, a voicemail greeting, or after a set duration without being answered. If a call rings for a specific duration and the recipient does not answer, it may be marked as “Attempted.” | Missed | A “Missed” call refers to any incoming call that was not answered. This can occur if the call was not picked up by the recipient or if the call was not connected for other reasons, such as the recipient being unavailable or the line being busy. | Voicemail | A “Voicemail” result indicates that an incoming call successfully reached the voicemail system but does not necessarily mean a voicemail message was left. It simply means the call connected to voicemail, such as when the voicemail greeting plays, but the caller hangs up without leaving a message. | Blocked | A “Blocked” call refers to a call that was intentionally blocked, either by a call-blocking rule or a spam filter. This prevents the call from being answered or reaching the recipient. Calls can be blocked based on predefined criteria, such as the number being flagged as spam or being manually added to a block list. |
|
Duration | Length of call segment. |
Rate | Per minute cost if applicable. |
Charge | Total charge applied to call if applicable. |
Location | Name of the location that was designated for the service. |
Account Code | Displays account code applied to call if applicable. |
Service Type | Type of service; examples: extension, call group, call queue, virtual receptionist, etc. |
Save and Subscribe to Reports
The Saved Reports landing page displays all of the saved reports. You can hover over a report, then click an icon to view, download (PDF or CSV), email, schedule email delivery (subscribe to a report), or delete saved reports.
You can sort the columns by the following:
- Report Name
- Report Type
- Saved Report Creation Date
- Created By
- Subscription
NOTE: Only the Super User, Account Administrators, Call Queue Administrators, Call Queue Reporting Administrators, and Reports Administrators can access reports.
Save a Report
You can save a customized report that you use frequently.
- Sign in to the Admin Portal.
- Click Reports, then click Company Summary.
- Click the Save icon.
- Enter the Report Name.
- Enter the Description of the Report (Optional).
- Click the Save button.
Subscribe to a Report
Saved Company Summary reports can be emailed to you and others at an interval determined by the time period you selected in your saved report i.e. Today, Last Week, etc.
A custom delivery time can be selected which will be based off of the account's time zone. If a custom time is not selected, subscribed reports will be delivered at 8:00 am in the account's time zone.
Interval | Delivery Time | What's Included |
Daily | Following day at the specified delivery time | The day prior |
Weekly | On Monday at the specified delivery time | The prior calendar week (Sunday to Saturday) |
Monthly | On the 1st day of the month at the specified delivery time | The prior month |
NOTE: You cannot subscribe to a saved report with a custom date range; indicated by a N/A in the Subscribed column.
- Sign in to the Admin Portal.
- Click Reports, then click Saved Reports.
- Hover over a saved Company Summary report and then click the Subscribe icon.
- Select the hour in which the report should be emailed.
- Enter a custom message to include in the emailed report if applicable.
- Enter one or more email addresses separated by a space or comma or semicolon.
- Click Save.
Edit/Remove a Subscription
To edit or remove a subscription, hover over a saved Company Summary report and then click the Edit Subscription icon.
- To edit a subscription, make changes and then click Save.
- To delete a subscription, click the Remove Subscription button.
- To remove an individual subscriber, click the X icon next to the email address and then click Save.
NOTE: If a saved report is deleted, any associated subscription is automatically removed.
Delete a Saved Report
NOTE: If a saved report is deleted, any associated subscription is automatically removed.
- Sign in to the Admin Portal.
- Click Reports, then click Saved Reports.
- Hover over a saved report and then click the Trash icon to delete.
- Click Yes to confirm.
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