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๐Ÿ“ž Call Report (Reports โ†’ Call)

The Call option under Reports is where you review phone calls for your organization: who was involved, numbers, outcomes, length, and when each call happened. Everything below is about that Call report only. Call report table and filters ๐Ÿ‘€ What you see here Phone calls show in a tableโ€”one row per call. The table updates when you change filters and apply them, or when you change the date range (where that refreshes on its own). At the top you pick which time range and which calls matter. Each row below is one call that matches those choices.

๐Ÿ› ๏ธ Filters

Call report filter controls ๐Ÿ—“๏ธ Date range Controls how Start Date and End Date are filled:
  • Custom dates โ€” You enter Start Date and End Date yourself; those fields are editable.
  • Presets (Today, Yesterday, This week, Last 7 days, This month, Last month, and similar) โ€” The dates are set for you and stay fixed for that preset.
If you are not on custom dates, changing the date range refreshes the calls shown. On custom dates, set start and end, then use Filter (or another control that refreshes). Call times use your account time zone, so โ€œtodayโ€ matches your local calendar day. ๐Ÿ“… Start date and end date Work with Date range. They set the fromโ€“to window for calls in the table. Editable only when Custom dates is selected. โœ… Call status Limits calls to one outcome, or shows all outcomes:
  • All โ€” Every outcome.
  • Answered, Completed, Busy, No-answer, Failed, Missed Call, Cancel โ€” Only calls with that outcome.
Pick a value and apply it (for example Filter, or change the date range where it auto-refreshes). โฑ๏ธ Minimum duration Keeps calls whose length is at least what you select (from zero up to two hours). Shorter calls are hiddenโ€”useful when you only care about calls that ran long enough. โณ Maximum duration Optional upper cap on length:
  • No limit โ€” No maximum.
  • Any other value โ€” Calls longer than that are excluded.
Together with minimum duration, you can focus on calls in a certain length range. ๐Ÿ”„ Call direction
  • All โ€” Incoming and outgoing calls.
  • Inbound โ€” Calls you received.
  • Outbound โ€” Calls you placed.
๐Ÿ‘ค Agents Shows calls for one person, orโ€”where the menu includes itโ€”everyone (All). The names are people who can place or receive calls in your setup. If the team is not set up, you may see a single placeholder instead of names. ๐Ÿ”Ž Filter Applies your choices and reloads the call table. Use it after changing something that does not refresh by itself (for example custom start and end dates). ๐Ÿ’พ Download (export) Saves a file using the same choices as the Call Report (dates, status, duration limits, direction, agent). The file has contact name, numbers, transcription, status, direction, how long the call lasted, and when it happenedโ€”so you can open it in a typical office spreadsheet program.

๐Ÿ“‹ What each column means (calls)

Call report row example #๏ธโƒฃ Sr. No. A reference number for the row. Newer calls appear higher up. ๐Ÿง‘ First name / Last name The contact linked to that call, when known. A dash means the name was not available. ๐Ÿ“ž From number Where the call came from (caller side). โ˜Ž๏ธ To number Where the call went (destination). ๐Ÿ“ Transcription Text from the call, when available. Long text may wrap so you can read it in the same row. ๐Ÿท๏ธ Status How the call ended, plus:
  • A small incoming or outgoing marker for quick direction.
  • For completed calls with a recording, a player so you can listen without leaving the Call Report.
Call recording player on a call row ๐Ÿ—“๏ธ Dated When that call was logged, in your time zone.