Calls by Company Custom Report

Build your own reports to see call volume for any company in your CallRail account. Use the metrics that best determine the performance of your campaigns and save them for later use. Any report you create or edit can be printed or exported to Excel.

Use this article to learn how to:

  • Create custom reports using companies in your account
  • Export and print your report
  • Duplicate a report
  • Delete a report

Getting Started

You'll have two different ways to display your call data when building a "Calls by Company" custom report:

  • Creating a custom report that shows the total number of calls received by each company. The data in this report displays according to call type, with the option to filter based on date range.
  • Creating a custom report that shows call volume for companies over a specific time period. These intervals are determined by the date range you select.

Create a Custom Report by Call Type

Use these instructions to create a custom report that identifies the types of calls received by any company in your account.

For example: You can use this setup to create a report that shows the total number of calls received by four different companies. The table that's created for this kind of report includes the total number of calls, as well as a breakdown of how many of those calls were answered, missed, first-time, etc.

      1. Select Reports at the top of the page.

      2. Click on Create Report from the Custom list of reports in the menu on the left.

      3. Find the Calls by Company option and click Create Report.

      4. Name your report by clicking the pencil icon at the top of the page or select Rename Report within the Report Options drop-down menu on the upper-right of the page. You can update the name of your report at any time.

      5. Ensure Total is selected in the drop-down menu within the filter panel at the top of your page.

      6. The report initially loads with a list of total calls received by all companies. Each column displays an aggregated total of the different types of calls received by each company. Use the Edit Columns button to choose which columns you'd like to see on this table.

        Screen_Shot_2019-01-23_at_11.36.43_AM.png

      7. Note: To see companies that didn't receive calls in a specified date range listed on the table, click on Edit Columns and choose Companies with No Calls under the "Additional Information" header.

      8. Note: For a closer study of minute usage, related metrics are available under the "Duration" header of the Edit Columns screen. You can also add call tags to your report by clicking on the Add Tag link under the "Call Tags" header of the Edit Columns screen.

      9. Use the filter panel at the top of the report to determine which companies and types of calls you'd like to see.

      10. If you choose to drill-down further, select Add Filter and pick filters you'd like for your report. This drop-down only shows if you're adding filters. If you choose the Tags filter, you can also see calls that don't have tags applied to them by selecting the "Uncategorized" option in the filter's drop-down.

      11. Optional: You can see a separate chart and table featuring details about various types of calls involving your companies by selecting the desired number within the report. Use the Edit Columns button to choose which columns you'd like to see on this table.

      12. Click the Save button at the top of the page if you'd like to save this report for later.

Create a Custom Report by Time Interval 

Use these instructions to create a custom report using one or multiple companies in your CallRail account. Use this option if you'd like to see the total number of calls received by a company broken down by specific intervals of time.

For example: You can use this setup to create a report that shows the total number of calls received by four different companies. The table that's created for this kind of report includes the total number of calls broken out over days, weeks, or months (depending on what you choose).

      1. From your Reports page, click Create Report on the left menu to create a Calls by Company Custom Report and name it as you see fit. (Steps 1 through 4 from the Create a Custom Report by Call Type section above.)

      2. Click on the Total drop-down menu in the filter panel at the top of the report. Select an interval. The interval options will vary based on your date range. Your filter options are dependent upon what you choose here.

      3. The report loads with a list of total calls received by all companies. Each column displays an aggregated total of calls received by each company over the time interval you've selected. Use the Edit Columns button to choose which columns you'd like to see on this table.

      4. Note: To see companies that didn't receive calls in a specified date range listed on the table, click on Edit Columns and choose Companies with No Calls under the "Additional Information" header.

      5. Note: For a closer study of minute usage, related metrics are available under the "Duration" header of the Edit Columns screen. You can also add call tags to your report by clicking on the Add Tag link under the "Call Tags" header of the Edit Columns screen.

      6. Use the filter panel at the top of the report to determine the companies, call types, and date range you'd like to see.

      7. If you choose to drill-down further, select Add Filter and pick the filters you'd like for your report. This drop-down only shows if you're adding filters. If you choose the Tags filter, you can also see calls that don't have tags applied to them by selecting the "Uncategorized" option in the filter's drop-down.

      8. Optional: You can see a separate chart and table featuring details about various types of calls involving your companies by selecting the desired number within the report. Use the Edit Columns button to choose which columns you'd like to see on this table.

      9. Click the Save button at the top of the page if you'd like to save this report for later.

Export and Print Report

You can print, save your report to a PDF file, or export your report to an Excel file.

  1. Select Export at the top of the table.

  2. Choose Excel to download an Excel file of your report. If you choose to export to Excel, your report will include a cover sheet that details the filters you used to create your report.

  3. Select PDF Instructions and follow your browser-specific directions to save the report as a PDF file. You can also view this help article for more details.

  4. Click Print to print your report with the current filters and grouping applied.

Duplicating and Deleting a Custom Report

If you'd like to duplicate or delete a custom report you've created, you can do so at any time.

  1. Select Reports at the top of the page.

  2. Click on the report you'd like to duplicate or delete under Custom on the menu to the left.

  3. Click Duplicate Report or Delete Report within the Report Options drop-down menu.

  4. Confirm your choice by clicking Duplicate or Delete.

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