Call Reports
There are many ways to review call reports on the Dialer System, such as by User, by Lead Search, or even by Campaign, List, and/or Status. Below is a guideline to explain the various methods you can look up the call details for your system.
Export Calls Report
This method is used to pull call reports primarily by Campaign, List, and/or Status.
To access this report, do the following:
- Login to the Dialer Admin Portal
- i.e. customer.freevoicepbx.com/vicidial
(replace customer with the actual subdomain of your dialer system)
- Go to Reports > Export Calls Report.
- To export a general list of the calls you would like to see, use the various search criteria below to pull the appropriate records based on the criteria selected. If you are not sure what option to select for the criteria, select "ALL" or "NONE" by default.
- Date Range
- Campaigns
- Inbound Groups (ONLY for Inbound Calls)
- Statuses
- User Groups
- Click Submit. A text file will be downloaded.
- Launch Microsoft Excel (or a spreadsheet application that is similar) on your computer.
- Open the file from the application.
This spreadsheet will show you all of the information for your calls, based on the criteria you selected for the export.
All of the Status dispositions shown in the spreadsheet will be shown as acronyms, so if you need further explanation as to what they mean, you can refer to the descriptions shown in the Dialer Admin Portal, located under Admin > System Statuses.
User Stats
This method is used to look up call reporting by user.
To access this report, do the following:
- Login to the Dialer Admin Portal
- i.e. customer.freevoicepbx.com/vicidial
(replace customer with the actual subdomain of your dialer system)
- Go to Users > Show Users.
- Select the User ID you want to pull reports for.
- On the top left of the screen, select User Stats.
- Choose the Date Range of data you would like to see, then click Submit at the top-right.
The User Stats Report will show you important information that is specific to the user, based on the Date Range you have selected. Below are some examples of information that is provided in the reports:
- Agent Talk Time and Status
- Agent Login/Logout Time
- Time Clock Login/Logout Time (only if Time Clock is enabled)
- Closer In-Group Selection Logs (Inbound Calls Only)
- Outbound Calls
- Inbound/Closer Calls
- Agent Activity
- Recordings (Campaign Recording must be set to ALLFORCE in the Campaign they are logged into)
- Manual Outbound Calls
Search For A Lead
This method is primarily used to search lead information based on the search options provided below:
- Phone Number
- Lead ID
- Status
- List ID
- User
- First Name
- Last Name
- Email Address
To access this report, do the following:
- Login to the Dialer Admin Portal
- i.e. customer.freevoicepbx.com/vicidial
(replace customer with the actual subdomain of your dialer system)
- Go to Lists > Search For A Lead.
- Input the criteria for the search option you would like to use.
- Click Submit, then select the Lead ID to review.
Searching for a lead will provide you the leads associated with your search criteria, along with the all of the data that is linked to each lead (i.e. lead contact information, notes, status disposition, calls made/received, call recordings, etc.).