Call Highlights Custom Report

The Call Highlights custom report provides a full breakdown of the important keywords that are automatically spotted in calls to your business. The report can also display how many of the calls featuring highlighted words were marked as leads. Use the Call Highlights custom report to see all of the calls where important keywords were automatically spotted and to further optimize your marketing process.

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Getting Started

CallScribe must be activated in your account before you can see your Call Highlights or access the Call Highlights custom report. The report is available at the agency-level for an entire account and at the company-level for individual sub-accounts. Admin users will be able to access this report for an entire account.

Call Highlights only listens for standard English words that can be found in a dictionary. For example, a proper noun like "CallRail" or your business's name may not be recognized by the system.

Learn more about Call Highlights and CallScribe in this help article.

Call Highlights Custom Report Overview

Use these instructions to access your Call Highlights custom report for a specific company.

  1. Click Analytics in the navigation bar on the left.

  2. Click on Reports at the top of the page, then Create Report from the Custom list of reports in the left menu.

  3. Choose the company whose Call Highlights custom report you'd like to view.

  4. Find the Call Highlights option and click Create Report.

  5. Name your report by clicking the Pencil icon at the top of the page or select Rename Report within the Report Options drop-down. You can update the name of your report at any time.

  6. View and interact with your Call Highlights custom report. Use the filter bar above the graph to select whether you'd like to view Call Highlights from Any SpeakerAgent, or Customer. Your table and bar graphs will adjust accordingly. Hover over the bar graphs to see the column item you have selected within the table. You can also click on the numbers within the table to be taken to a separate page featuring details about that call highlight. If desired, you can add filters by clicking Add Filter in the filter bar. 

  7. The table below the graph breaks down each key metric of the Call Highlights custom report during the date range selected at the top of the page. Click the Edit Columns button to select which metrics to display within the table and add call tags.

  8. 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 a Custom Report

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

  1. Click Analytics in the navigation bar on the left, then select Reports at the top of the page.

  2. Find and click on the custom report you'd like to duplicate.

  3. Click Duplicate Report within the Report Options drop-down.

  4. Confirm that you'd like to duplicate this custom report by clicking Duplicate.

Deleting a Custom Report

If you'd like to delete a custom report you've created, you can remove it from your list at any time.

  1. Click Analytics in the navigation bar on the left, then select Reports at the top of the page.

  2. Find and click on the custom report you'd like to delete.

  3. Click Delete Report within the Report Options drop-down.

  4. Confirm that you'd like to delete this report by clicking Delete.