How to Use the VoIP Report

Overview

This report displays a log of all VoIP call history within the system. You can apply filters, such as phone number, date, employee who performed the call and call direction.

This is useful for viewing a log of previous call history and for record keeping of calls made by employees and managers to customers.

Learn more in How to Use the VoIP Integration.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the VoIP Logs report.

To run the VoIP report:

  1. Go to Reports > View Reports > VoIP.
  2. Click VoIP Logs.
  3. Filter and search by the Phone Number, Employee, Call Direction or Call Date.
  4. Click Search.
    • The report displays the entire call history of the filtered employee, phone number, call direction and the associated call date.

The following filters can be selected from in the report:

Phone Number Enter a phone number to view calls with that phone number.
Employee Select an employee or contractor to view their calls.
Call Direction Select Incoming or Outgoing.
Call Date Select a date range to view calls within that range.

The following columns appear in the report:

Date and Time The date and time that the call was made.
Phone Number The phone number that was called.
Participant The name of the participant / contact / customer / employee / supplier / site / contractor associated with the phone number.
Call Direction The call direction; either incoming or outgoing.
Duration The length of the call.
Employee The employee who answered or made the call.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.