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Reporting and Analytics - Company Summary

Updated: 4/19/2024 2:14 AM

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.

  1. Sign in to the Admin Portal.
  2. Click Reports, then click Company Summary

Use the Time Period menu (top left) to select or customize a time period for the summary.

The Refresh button updates the view and the DownloadSavePrint or Email options (top right) are available for use. You can also customize your views using the following options:

Show/Hide ColumnsSelect 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 DownloadSavePrint, or Email options (top right) are available for use.

  1. Sign in to the Admin Portal.
  2. Click Reports, then click Company Summary.
  3. 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
SectionDescription
Time PeriodUse the Time Period menu to select or customize a time period for the report.
Advanced FiltersSet filters to view specific information:
 
  • Extensions
  • Caller ID
  • Call Disposition/Direction
  • Show Recorded/International Calls Only
  • Duration
TrendingDisplays the number of calls. Set filters for:
 
  • Total Calls
  • Answered or Missed Calls
  • Voicemails Calls
  • Average Call Duration
General StatsDisplays general statistics for calls on your account.
 
  • Most Active
  • Least Active
  • Direction
  • Result
Call LogDisplays 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 IDUnique identifier for each call.
Recording (icon)View call recording.
Block (icon)Create call blocking rule.
DirectionInbound, outbound, or intra-PBX call.
ToPhone number or extension receiving the call.
FromPhone number or extension placing the call.
Source DeviceName of physical device placing call (if available)
Destination DeviceName of physical device receiving call (if available)
Source UserIDUsername assigned to the caller.
Destination UserIDUsername assigned to the callee.
Date / TimeDate and time of call.
ResultResult of call: Answered, Attempted, Missed, Voicemail, or Blocked.
DurationLength of call segment.
RatePer minute cost if applicable.
ChargeTotal charge applied to call if applicable.
LocationName of the location that was designated for the service.
Account CodeDisplays account code applied to call if applicable.
Service TypeType 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.

  1. Sign in to the Admin Portal.
  2. Click Reports, then click Company Summary.
  3. Click the Save icon.
  4. Enter the Report Name.
  5. Enter the Description of the Report (Optional).
  6. 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.

IntervalDelivery TimeWhat's Included
DailyFollowing day at the specified delivery timeThe day prior
WeeklyOn Monday at the specified delivery timeThe prior calendar week (Sunday to Saturday)
MonthlyOn the 1st day of the month at the specified delivery timeThe prior month

NOTE: You cannot subscribe to a saved report with a custom date range; indicated by a N/A in the Subscribed column.

  1. Sign in to the Admin Portal.
  2. Click Reports, then click Saved Reports.
  3. Hover over a saved Company Summary report and then click the Subscribe icon.
  4. Select the hour in which the report should be emailed.
  5. Enter a custom message to include in the emailed report if applicable.
  6. Enter one or more email addresses separated by a space or comma or semicolon.
  7. 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.

  1. Sign in to the Admin Portal.
  2. Click Reports, then click Saved Reports.
  3. Hover over a saved report and then click the Trash icon to delete.
  4. Click Yes to confirm.
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