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The Call Reporting section is a powerful tool designed to give you comprehensive insights into your inbound and outbound call data associated with the phone numbers integrated with your account. Use it to evaluate your team’s performance, track call volume, and access call recordings.
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.
Call Reporting Overview

Call Reporting tab in the Reporting section

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).
Date Range

Date range selector

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.
All Numbers dropdown

Phone number selector

Filter call data

Click the Filter Call Data button to refine your results for more precise reporting.
Filters

Filter call data controls

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
Top Call Source

Top call source table

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:
Call Reporting Table

Call reporting data table

Customize columns

Click Columns to choose which data columns to display. Select or deselect columns and click Apply Columns to update your view.
Columns

Column customization

Export data

Click Download Call Reporting Data to export all call data to an Excel spreadsheet.
Export

Export call data

Outgoing calls

Call by status

View the status of outgoing calls categorized as Answered, Failed, Busy, or Missed.
Outgoing Calls

Outgoing calls by status

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

1

Go to Contacts

Navigate to Contacts > Smart Lists and select the desired contact.
Contacts

Contacts Smart Lists view

2

Search for the contact

Use the search bar to locate a contact by name, email, or phone number if they are not immediately visible.
Search

Contact search

3

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.
Recording in timeline

Call recording in timeline

4

Play or download the recording

Use the player controls:
  • Play — listen directly in the platform
  • Audio — mute/unmute
  • Playback Speed — adjust listening speed
  • Download — save the recording externally
Recording player

Call recording player

Finding recordings under Call Reporting

Navigate to the Call Report tab within Reporting to view multiple recordings in one place.
Call Report recordings

Call recordings in reporting

Call details

Call recording details


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.
Advanced Filters

Advanced filters panel

Identify the origin of your calls by defining the source or campaign. This tells you which marketing channels are driving call traffic.
Source and Campaign

Source and Campaign filter

Filter calls by the medium or platform where they originated. Understanding source types helps identify high-performing channels and allocate resources to maximize ROI.
Source Type

Source Type filter

Enable the Qualified Lead toggle to filter to only qualified or only unqualified callers, supporting focused analysis of your lead pipeline.
Qualified Lead

Qualified Lead filter

Enable the First Timer filter to analyze the effectiveness of initial engagement efforts and track responses from new leads.
Filter calls by status — answered, missed, failed, or busy — to pinpoint areas for improvement in call handling.
Call Status

Call Status filter

Specify a minimum call duration (e.g., “90 seconds”) to filter results. Useful for assessing the depth of customer interactions.
Duration

Duration filter

Filter by keywords assigned to contacts to group contacts sharing a specific attribute and target communication more precisely.
Keywords

Keyword filter

Filter calls by the originating landing page to determine which pages drive the most calls and conversions.
Landing Page

Landing Page filter


Frequently asked questions

Use the date range selector at the top of the Call Report tab. You can select up to 180 days.
Yes. Click the All Numbers dropdown to select and analyze multiple phone numbers simultaneously.
Yes. Click Download Call Reporting Data to export to an Excel spreadsheet.
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.
Yes. Recordings can be downloaded and shared. Ensure you comply with your organization’s privacy policies and applicable laws regarding call recording.
Last modified on March 4, 2026