How do I run or schedule call log reports through Account Manager?
Note: To schedule call log reports using Virtual Office Configuration Manager, click here.
To view and schedule call log reports
Note: There may be a delay in the relay of information between calls and call log reports.
- Log in to Account Manager.
- On the top menu bar, click Reporting.
- Select whether to run the report now or schedule the report to run at a later time. (Report Type: Call Logs is automatically set.)
- Choose Display Format from the following (click here to see examples):
- Detailed Report
- Current Month, Week, Today, and Summary
- Group by Date
- Group by Extension
- Under Call Report Time Filter, set the time period for the report to cover.
- In the Data Filters section, select:
- Which types of numbers the report will cover (extensions, toll free, virtual numbers, etc).
- If desired, which specific numbers for the report to cover.
- Calls Direction: Inbound, Outbound, or All.
- Whether or not to limit the report to calls to or from a specific external number.
- To begin running the report (or complete scheduling), click Run at the bottom left of the page.
Looking for Fax Logs? Sort by DID Type, pinpointing specifically Facsimile (Fax) and VOO Fax. While the Reporting screen in Account Manager does not allow filtering by DID Type to create a specific report, once the report is generated, you can filter directly on the spreadsheet for these values.
Limitations of Virtual Office Call Reporting
The call reports generated in Account Manager are unable to show the following:
- Extension to extension calls.
- The specific extension which answered a given call into a Ring Group.
- The specific extension which answered a given call into a call queue.
NOTE: VO Reporting will only display billable calls. For full metrics and all call interactions reporting you will need to add VO Analytics