Calls by Account

Prove the performance of your marketing efforts by seeing the call volume for any or all of your accounts.

You must have at least two accounts in CallRail to access this report. For more information about creating accounts, visit this help article

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Getting Started

You'll have two different ways to display your call data when creating a "Calls by Account" report:

  1. Creating a report that shows the total number of calls received by specific accounts, with a breakdown of the types of calls being received by each account you select.

  2. Creating a report that shows call volume for accounts within a specific time period. These intervals are determined by the date range you select.

Create a Report by Call Type

Use these instructions to create a report that identifies the types of calls received by any or all of your accounts.

The table that's created for this kind of report includes the total number of calls to an account, as well as a breakdown of how many of those calls were answered, missed, first-time, etc.

  1. Click the Account icon in the top left, then select Account Center in the My Account panel.

  2. Click Calls by Account under the Reports header in the left menu. 

  3. Ensure Total is selected in the drop-down at the top of your page.

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

  5. Note: For a closer study of minute usage, metrics such as minutes, toll-free minutes, local minutes, and average duration are available under the "Duration" header of the Edit Columns screen. 

    When CallRail shows marketing attribution data like source, typically the contact's First Touch milestone is represented. This means how a contact engages with your company for the first time is captured in your reporting. 

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

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  7. If you choose to drill-down further, select Add Filter and pick additional filters you'd like for your report. This drop-down only shows if you're adding filters.

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  8. Optional: You can see a separate chart and table featuring details about various types of calls involving your accounts 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.


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Create a Report by Time Interval 

Use these instructions to create a report using one or multiple CallRail accounts. Use this option if you'd like to see the total number of calls received by your accounts 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 accounts. 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. Click the Account icon in the top left, then select Account Center in the My Account panel.

  2. Click Calls by Account under the Reports header in the left menu. 

  3. Click on the Total drop-down and choose an interval for how your data will be presented. The interval options available here vary based on your date range. Your filter options are dependent upon what you choose in this drop-down.

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

  5. Note: For a closer study of minute usage, metrics such as minutes, toll-free minutes, local minutes, and average duration are available under the "Duration" header of the Edit Columns screen. 

    When CallRail shows marketing attribution data like source, typically the contact's First Touch milestone is represented. This means how a contact engages with your company for the first time is captured in your reporting. 

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

    Screen_Shot_2020-03-26_at_2.02.37_PM.png
  7. If you choose to drill-down further, select Add Filter and pick additional filters you'd like for your report. This drop-down only shows if you're adding filters.

    Screen_Shot_2020-03-26_at_2.03.15_PM.png

  8. Optional: You can see a separate chart and table featuring details about various types of calls involving your accounts 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.

    Screen_Shot_2019-03-28_at_4.58.34_PM.png

 

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.