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.
Only the Super User, Account Administrators, Call Queue Administrators, Call Queue Reporting Administrators, and Reports Administrators can access reports.
View a summary of all calls.
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. |
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.
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:
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Trending | Displays the number of calls. Set filters for:
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General Stats | Displays general statistics for calls on your account.
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Call Log | Displays a call log.
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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: Answered, Attempted, Missed, Voicemail, or Blocked. |
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. |
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:
NOTE: Only the Super User, Account Administrators, Call Queue Administrators, Call Queue Reporting Administrators, and Reports Administrators can access reports.
You can save a customized report that you use frequently.
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.
To edit or remove a subscription, hover over a saved Company Summary report and then click the Edit Subscription icon.
NOTE: If a saved report is deleted, any associated subscription is automatically removed.