Answered
Scheduled reports MtD
Is there any option to get a daily report with month-to-date call log data?
Thank you
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https://callrailsandbox.zendesk.com/hc/en-us/articles/5711661719693-Getting-Started-with-Call-Tracking
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Call Tracking
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https://callrailsandbox.zendesk.com/hc/en-us/articles/5712030481165-Getting-Started-with-Conversation-Intelligence
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Conversation Intelligence
Getting started with Conversation Intelligence
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https://callrailsandbox.zendesk.com/hc/en-us/articles/5711640220045-Getting-Started-with-Form-Tracking-
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Form Tracking
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https://callrailsandbox.zendesk.com/hc/en-us/articles/5712053371277-Getting-Started-With-Lead-Center
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Comments
Hey Marina,
Yes! Once you build the custom report with month to date data, you can select to send this report to yourself daily. You'll just want to go to your notification center in your account and select Scheduled Reports from the left hand menu to create this.
Let me know if you have any other questions, and welcome to the community!
Hi Robin,
Thank you for proving these details. I created a test-scheduled report and will check it on Monday morning.
Great! Let me know if you run into any issues.
Hi Robin!
I checked the scheduled reports I received on Saturday, Sunday, and today, and noticed that they captured calls that happened the day before. However, I actually need to receive the amount of the Month-to-Date calls every morning, which should include the total number of calls that have occurred from the 1st day of the month until the current day.
Is this option available in CallRail?
Hey Marina,
What do you have the time frame set to on the custom report?
Hi Robin,
I use "This month".
Hey Marina,
I apologize for the confusion on this one. After taking a deeper look, daily reports will only show data from the day before. There is a monthly report that will show calls for the whole month, but this only gets sent on the 1st of each month. Unfortunately, there is not a way to get a report that shows all the calls since the 1st of the month sent daily.
Thank you for digging into it. It would be a great feature to add to the system.
I'll submit the feature to our product team and let you know here if there are any updates!
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