New Call Log Q&A

Welcome to CallRail's new Call Log. These exciting changes will give you greater flexibility to filter and sort your data.

You might have questions about a few features from your old Call Log. To help with the transition, we've highlighted some answers below.

Have other questions? We're happy to help. Feel free to reach out to one of our experts by clicking the Help widget within CallRail's app.

Where are my familiar column labels?

They’re still available to you. Click the “Customize Insights” button to see the labels that were found in the old Call Log, broken down by call information, contact details, session details, and classification information. Choose however many labels you want to see and click the “Apply” button when ready.

Where are my saved filters?

With the new Call Log, the ability to save your filters has moved to our custom reporting feature instead of on the Call Log itself. Our powerful custom reports allow you to save filters and create separate reports for each of your filter sets for greater visibility into the metrics that matter most to your business. However, any filters you saved on a custom report you've built are still available to you.

Custom reports are available on the Advanced plan or higher. Use our help article to see or change your pricing.

Where is the "Compare To" option?

Use these instructions to compare data within your Call Log.

  1. Place your cursor over the date range drop-down and click the plus icon that appears.
    Screen_Shot_2019-07-16_at_4.27.54_PM.png
  2. Choose your desired comparison period by clicking on the comparison timeframe drop-down. You can create a custom timeframe by clicking on Custom.

    Screen_Shot_2019-07-16_at_4.28.40_PM.png

    3. To exit the comparison view, click on the "X" that appears after placing your cursor over the comparison timeframe drop-down.

    Screen_Shot_2019-07-16_at_4.31.21_PM.png
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