Introduction

The Calls report tracks inbound and outbound calls made by staff users to clients. This report requires that the Use Call Feature setting is enabled under Admin » Call Logs in your Gingr instance. Please see our article Call Logs for more information on this setting.

Helpful Hints

• To edit your Source Phone Numbers and Call Types, navigate to Admin » Call Logs.
  
  

• You can add calls to this report if some were not properly scheduled before report generation! 

Getting Started

To access the Calls report, navigate to Book Icon » Reports » Calls. From this page, you can adjust the following reporting parameters to tailor the report to your needs.

Report Parameters

Create Call Record

Click on the blue "Create a Call Record" button to add a new inbound or outbound call to a customer's account. 

The New Call Record Form will include:

• Call Direction: Inbound or outbound
• Date*
• Time*
• Source Number
• Owner: This is an optional field and can be tagged later when generating the report.
• Call Types: Ability to tag multiple types to one call
• Duration: How long (in minutes) the call lasted
• Notes

Report Output

The Calls Report will generate a list of Inbound and/or Outbound calls for your specified date range according to the parameters below:

Via the drop-down menu next to an owner's call log, you have the option to:

• Edit Call 
• Create new reservation 
• View owner profile 
• Call Owner Cell 
• Call Owner Home Phone
• Email Owner

Show Charts

Click on the Show Charts option above the generated list of calls to view line graphs broken down by call types or source numbers: 

Export the Report

If you'd like to export to a CSV file, check the box "Export to Excel?" in the report parameters at the top of the page. 

Related Resources

• Call Logs Topic Outline