At the end of this article, you will be able to run and analyse reports based on the inbound calls received. Should you need any assistance, feel free to contact our support department.
Running inbound call reports
Once you have logged into your customer portal, select the reports tab and click on the inbound calls by dialled number or phone number options from the sub-menu located on the left.
On this screen, you will be able to set filters according to your requirements. You have the option to adjust the date range, filter based on a sub-account number assigned to users, limited the report to a specific inbound phone number, and also match the inbound caller ID or prefix dialled by a number of digits. When you have selected the filters to match your requirements press the apply filter button and the results will be returned in the bottom window.
We will now cover a couple of inbound call statistic examples that can be run from within the reports. In the first example, we will filter a report to show the most popular inbound callers by their caller-ID, to your main business number for the last 30 day period. Select the last 30 days from the date drop-down, then the primary account number from the sub-account filter and finally your main business number. It is also possible to adjust the caller ID digits to see the full number or the prefix or area code. Apply the filter and you will produce a report showing all inbound callers in the last 30 days and the quantity calls received for each caller ID.
For the second example, we will filter a report to provide inbound call statistics on the most popular business number you have for the last 30 day period. Set the date selection to the last 30 days, select the primary account number from the sub-account drop-down list and then apply the filter. The end result will be a filtered report that will outline the number of inbound calls you have received to all of your business numbers configured within your PBX. This is extremely useful if you are running marketing campaigns with dedicated numbers.
Exporting filtered reports
To save your filtered reports to a PDF or CSV you will need to select your filters, apply the configuration and press the save report drop-down button. Select your required report type and wait until the report has completely downloaded, please note that depending on the size of your report this process can take up to 5 minutes. It is also essential to make sure you have applied your filter before the report is exported.
Configuring automatic daily reporting
From within your customer portal, you have the option to email a daily report for inbound call statistics, to a single or multiple administrators. Click on the daily reporting button and from here add the administrator(s) you would like to receive the daily report, tick the inbound calls option and save. Should you wish to add administrators or update the email address please follow the link.
Watch this in action
The video below will show you a visual representation of the areas covered throughout this knowledge base guide