Create and save custom reports to easily view your call analytics

Did you know that you can save pre-filtered reports without having to recreate them every time you log in to CallRail? The easiest way to drill down into your call analytics and identify relevant data is by creating a custom report with your favorite filter combinations for an at-a-glance view of your call reports. 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.

How to create and save a custom report:

1. Access your desired custom report by clicking on Create Report from the Custom list of reports in the left menu under the Reports tab.
2. Select the filters you'd like to save on your custom report.
3. Click Save at the top of the page.

Once your filters are saved with your custom report, you can use them anytime by accessing your custom report under the Custom list. 

Your custom report will only be accessible via the user’s account that created it, but you can print your report, export it as an Excel file, or save it as a PDF file. 

Have you created custom reports? Help others get inspired by sharing your favorite way to drill down into call data for the best insights.