Export Call Log

Exporting your call log provides you with a CSV spreadsheet of data. When creating this report, you’ll have the option to customize it, so that that only calls that fit criteria you specify appear on the spreadsheet.

Use this article to learn how to:

  • Create a CSV spreadsheet of data for multiple companies
  • Filter your call log to see only certain calls
  • Export the calls on your call log to a CSV spreadsheet

Getting Started

When creating a custom spreadsheet, administrators can select any company in the account to which they have access. Managers and reporting users are also able to select multiple companies in their spreadsheet if they have access to more than one company in an account.

Your CSV spreadsheet will contain all data about your calls, including any information about the caller, the tracking number, and each column from your call log. 

Export Calls CSV Overview

When creating your custom CSV, you’ll be able to choose call data from multiple companies. Use these instructions if you have access to more than one company in your account.

  1. Click Activity at the top of the page.

    activity.png

  2. Select Export Calls CSV from within the Calls list.

    Screen_Shot_2017-08-23_at_10.01.59_AM.png

  3. Choose a date range for your report.

    Screen_Shot_2017-08-23_at_10.11.18_AM.png

  4. Select All Companies to see call data from each company you have access to, or click Select Companies to narrow down your data to specific sub-accounts.



  5. Choose to export All calls, with and without tags, or Select the call tags you’d like to include in your report.



  6. Include additional requirements for your spreadsheet, like a specific Call Type (first-time callers, outbound calls, etc.) and Minimum Duration (calls longer than 1 minute, or calls longer than 5 minutes, etc.).



  7. Click Export to CSV to begin downloading the data to your browser. Once your download is finished, you can click to open your CSV in Excel, or another software of your choice on your computer.

    Screen_Shot_2017-08-23_at_10.24.24_AM.png

Export Calls for One Company

When creating your custom CSV, you’ll be able to choose call data for multiple tracking numbers and sources. Use these instructions if you have access to only one company in your account.

  1. Click Activity at the top of the page.

    activity.png

  2. Select Export Calls CSV within the Calls list.

    Screen_Shot_2017-08-23_at_10.01.59_AM.png

  3. Choose a date range for your report.

    Screen_Shot_2017-08-23_at_10.11.18_AM.png

  4. Select the tracking sources you’d like to include in your spreadsheet. Click All Sources to include all campaigns, or click Select Sources, and choose which ones you’d like to export.



  5. Choose to export All calls, with and without tags, or Select the call tags you’d like to include in your report.



  6. Include additional requirements for your spreadsheet, like a specific Call Type (first-time callers, outbound calls, etc.) and Minimum Duration (calls longer than 1 minute, or calls longer than 5 minutes, etc.).

    Screen_Shot_2017-08-23_at_10.26.55_AM.png

  7. Click Export to CSV to begin downloading the data to your browser. Once your download is finished, you can click to open your CSV in Excel, or another software of your choice on your computer.

    Screen_Shot_2017-08-23_at_10.24.24_AM.png

Export Your Call Log

You can export your call log directly from your call log. The calls that appear on your spreadsheet will reflect the date range and filters you have in place for your call log. Use these instructions to create a CSV file of the calls actively appearing in your call log.

  1. Click Activity at the top of the page.

    activity.png

  2. Select All Filters.

    All_Filters.png

  3. Select several filters to sort your data, or choose a saved filter.

    save1.png

    • Filter by Date Range to see calls within a specific set of dates.
    • Filter by Numbers to see calls placed or received by a specific tracking number.
    • Filter by CallScore to see calls that were marked as leads.
    • Filter by Tag to see calls that have been assigned a specific call tag.
    • Filter by Call Type to see missed calls, inbound calls, and outbound calls.
    • Filter by Duration to see calls that lasted longer than a certain number of minutes or seconds.
    • Filter by Agent to see calls placed and received by a specific Agent.
    • Filter by Device Type to see callers who accessed your website on a desktop or mobile device.

  4. Select Apply at the top to update your call log with the selected filters. Or, click Reset to start fresh with no filters.

    Save_Apply.png

  5. Click Export at the top of your call log, then click CSV. This will begin a download of your spreadsheet in your browser that contains only the calls included in your call log.

    export_call.png

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