Calls Report (Reference)

Article Details

Summary

The Calls report tracks inbound and outbound calls that staff make to clients. You must turn on Use Call Feature under Admin » Call Logs to use this report. See Call Logs.

Reporting and Location Access

Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select. Each report's location label decides how results are calculated.

Available locations are limited to the user's Allowed Locations. If a location does not show as an option, check the user's location access before you run the report.

Where to Find It

Go to Book Icon » Reports » Calls.

Helpful Hints

  • To edit your Source Phone Numbers and Call Types, go to Admin » Call Logs.
  • You can add calls to this report if some were not scheduled before you ran the report.

Report Parameters

Parameter Description
From Date The start date filter.
To Date The end date filter.
Directions(s) Filter the report by inbound or outbound calls with clients.
Include Deleted Check this box to get a complete list of calls.

Create a Call Record

Select 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 includes:

  • Call Direction: Inbound or outbound.
  • Date*
  • Time*
  • Source Number
  • Owner: This is optional. You can tag the owner later when you generate the report.
  • Call Types: You can tag many types to one call.
  • Duration: How long the call lasted, in minutes.
  • Notes

Report Output

The report lists inbound or outbound calls for your date range.

Output Description
Owner Edit the owner account the call log is tied to.
Source Update the source phone number the call was made on.
Type(s) Add or remove call types on the call log.
Notes Add or update notes on the call log.
Duration How long the call lasted, in minutes.
Created At When the call was scheduled.
Created By The user who created the call log.

The drop-down menu next to an owner's call log has these options:

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

Call records table with dropdown menu.

Show Charts

Select Show Charts above the list of calls to see line graphs by call type or source number.

Line chart of call types over time.

Export the Report

To export a CSV file, check Export to Excel? in the report parameters.

Form with Export to Excel button highlighted.

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