Exporting your Call log provides you with a spreadsheet of data in an Excel format. You can also save your Call log as a PDF document. This report is customizable so only calls that fit your specific criteria appear on the spreadsheet.
Getting started
Administrators can select any company in their account to create a spreadsheet. Managers and reporting users can select multiple companies if they have access to more than one company in an account.
Your spreadsheet will contain all data about your calls, including:
- Any information about the caller
- The tracking number
- Each column from your Call log.
Learn more about the Call log in this help article.
Export Call log overview
When creating your export, you’ll be able to choose call data from single or multiple companies, if you have access to more than one company.
- Select Analytics in the navigation bar on the left, then select Activity at the top of the page.
- Select Call log from within Calls in the menu to the left.
- Choose a date range for your report in the filter bar above the graph.
Please note: for any date-based filtering, the maximum amount of time any communication record will be held for is 25 months. This is further detailed in our data retention policy. - Select the companies from which you want to export data. You can select All companies, or use the drop-down menu to select specific ones.
- Choose the column items you'd like to include in your export by selecting the Edit Columns button and checking the boxes of your choice.
- Select the Export button, and choose how you would like to export your data. Your options include:
- Excel
- Excel, All Columns
- Excel, with transcriptions
If you choose one of the Excel options, your report will include a cover sheet that details the filters used in the export. If you select Print, you will need to follow your browser-specific directions to save the report as a PDF file. You can also view this help article for more details.