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Depending on your user permissions, you may not have access to all components within this section.
Accessing call reporting
Navigate to Reporting in the left sidebar, then select the Call Reporting tab.
Overview controls
Select date range
To accurately examine call data, setting specific date ranges is essential. Click on the date range selector to choose the desired date range (up to 180 days).
All numbers
Click the All Numbers dropdown to select a specific phone number or analyze multiple numbers simultaneously if your business has more than one phone number integrated.
Filter call data
Click the Filter Call Data button to refine your results for more precise reporting.
Incoming calls
Call by status
View calls categorized by their status — answered, failed, busy, or missed. The total percentage of each status is displayed in a chart, with average call duration and total duration listed below.First-time call by status
View the status of first-time callers, broken down by answered, failed, busy, and missed categories, including average and total call duration.Top call source
View the sources of all calls within the selected date range. The table shows:- Source — origin of incoming/outgoing calls (Unknown, Direct, Paid Search, etc.)
- Total calls — total inbound calls per source
- Won deals — deals won through each call source
- Avg duration — average call duration per source
Call reporting table
The Call Reporting Table presents recent phone calls with associated data. You can filter the view by Incoming, Outgoing, or All calls. Columns include:| Column | Description |
|---|---|
| Date & Time | When the call was made |
| Contact Name | Client name and phone number |
| Number Name | Recipient and the number they called |
| Source Type | Origin of the call |
| Call Status | Answered, failed, busy, or missed |
| Keyword | Terms or phrases that triggered inbound calls |
| Duration | Length of the call |
| Recording | Listen or download call recordings |
| First Time | Whether the caller was a first-time caller |
| Device Type | Device used by the caller |
| Marketing Campaign | Marketing initiatives that generated the call |
| Call Flow | Phone number that initiated the call |
| Landing Page | Landing page that generated the inbound call |
| Qualified Lead | Mark contacts as qualified or unqualified leads |
Customize columns
Click Columns to choose which data columns to display. Select or deselect columns and click Apply Columns to update your view.
Export data
Click Download Call Reporting Data to export all call data to an Excel spreadsheet.
Outgoing calls
Call by status
View the status of outgoing calls categorized as Answered, Failed, Busy, or Missed.
Top call agents
View the most prominent agents by call volume. Metrics include:- Agents — agents who made/received calls
- Total calls — total calls made
- Avg duration — average call duration
- Unique leads — qualified leads generated from all calls
Accessing and using call recordings
Call recordings provide valuable insights into customer interactions and support quality assurance and training.To access call recordings, ensure the Call Recording feature is enabled for all applicable numbers. See Phone System for setup instructions.
Finding recordings under Contacts
Search for the contact
Use the search bar to locate a contact by name, email, or phone number if they are not immediately visible.
Open the conversation timeline
Click the contact’s name to open their conversation timeline. Scroll to locate any call recordings — they are marked for easy identification.
Finding recordings under Call Reporting
Navigate to the Call Report tab within Reporting to view multiple recordings in one place.
Advanced call reporting filters
Advanced filters let you refine call data by source type, keywords, campaigns, landing pages, referrers, and more. Click the Filters button at the upper right of the Call Report tab to open the filters panel.
Source and campaign
Source and campaign
Identify the origin of your calls by defining the source or campaign. This tells you which marketing channels are driving call traffic.
Source type
Source type
Filter calls by the medium or platform where they originated. Understanding source types helps identify high-performing channels and allocate resources to maximize ROI.
Qualified callers
Qualified callers
Enable the Qualified Lead toggle to filter to only qualified or only unqualified callers, supporting focused analysis of your lead pipeline.
First-time callers
First-time callers
Enable the First Timer filter to analyze the effectiveness of initial engagement efforts and track responses from new leads.
Call status
Call status
Filter calls by status — answered, missed, failed, or busy — to pinpoint areas for improvement in call handling.
Duration
Duration
Specify a minimum call duration (e.g., “90 seconds”) to filter results. Useful for assessing the depth of customer interactions.
Keywords
Keywords
Filter by keywords assigned to contacts to group contacts sharing a specific attribute and target communication more precisely.
Landing page
Landing page
Filter calls by the originating landing page to determine which pages drive the most calls and conversions.
Frequently asked questions
How can I view call data for a specific date range?
How can I view call data for a specific date range?
Use the date range selector at the top of the Call Report tab. You can select up to 180 days.
Can I analyze multiple phone numbers at once?
Can I analyze multiple phone numbers at once?
Yes. Click the All Numbers dropdown to select and analyze multiple phone numbers simultaneously.
Is it possible to download call data?
Is it possible to download call data?
Yes. Click Download Call Reporting Data to export to an Excel spreadsheet.
I can't find a specific call recording. What should I do?
I can't find a specific call recording. What should I do?
Ensure you have the correct date range or contact name. If the recording is still missing, verify that call recording is enabled for your account in Phone System settings.
Can I share a call recording with a team member?
Can I share a call recording with a team member?