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Reporting And Analytics - Call Groups

Updated: 4/19/2024 2:18 AM

The Call Groups report displays a consolidated view of call groups activity on your account. Detailed reporting is also available to let you track, measure, and compare performance for one or more users.

  • 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 Call Groups.
  • 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 Call Group Summary

View a summary of all calls.

  1. Sign in to the Admin Portal.
  2. Click Reports, then click Call Groups.

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:

Filter GroupsSelect or search for specific call groups.
Only Show Groups Below With Call DataHide call groups with no calling data.
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 that includes a Member Summary and 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 Call Groups.
  3. Click a Tile, or go to the Call Group column in Table View and click a call group, to open the Full Report view.
Landing PageDate RangeUse the Time Period menu to select or customize a time period for the report.
Advanced FiltersSet filters to view specific information:
 
  • Extensions
  • Members
  • Caller ID
  • Call Disposition
  • Show Recorded Calls Only
  • Call Duration
TrendingDisplays the number of missed calls. Set filters for:
 
  • Total Calls
  • Average Call Duration
  • Talk Call Duration
  • Missed Calls
General StatsDisplays general statistics for the call group.
 
  • Most Active
  • Least Active
  • Result
Member SummaryDisplays statistics for members in the call group.
 
  • Search for details
  • Export to Excel
  • Review recorded calls, if available (Microphone Icon).
  • Create Call Blocking Rule (Phone Icon).
Call Log
  • Search for details
  • 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.
Save and Subscribe to 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 Call Groups.
  3. Click the Save icon.
Subscribe to a Report

Saved Call Groups 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 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 Call Groups 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 Call Groups 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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