Yeastar: Creating & Scheduling Call Reports
Published:
Overview
Call reports show how calls are flowing through the business, volumes, answer rates, queue performance and call costs. You can view a report on screen, download it, or schedule it to arrive by email automatically.
Report Types
| Category | Example reports | Use it to see |
|---|---|---|
| Call Activity Reports | PBX Call Activity, Extension Call Statistics, IVR Report | Hourly, daily and monthly call volumes, per-user activity and IVR keypresses |
| Call Center Reports | Queue Performance, Agent Performance, Agent Call Summary, Queue Callback Summary | Answered, missed and abandoned queue calls, wait times and agent performance |
| Accounting Reports | Extension Call Accounting | Outbound call costs by extension, group or department |
Steps to Run a Report
- Log in to the PBX web portal and go to Reports and Recordings > Call Reports.
- Open the Default Reports tab.
- Click the report you need from the Call Activity, Call Center or Accounting pane.
- Set the filter criteria, time range, and the extensions, queues or trunks to include.
- Review the report on screen.
Steps to Download a Report
- With the report open, click the download settings icon.
- Choose the File Format: CSV, XLS, HTML or PDF.
- Choose the Duration Format for time fields, then save.
- Click Download.
Steps to Schedule a Report by Email
- Go to Reports and Recordings > Call Reports and open the Scheduled Reports tab.
- Click Add Report.
- Select the Report Type and the extensions, queues or trunks to include.
- Set the Time range and enter a Report Name.
- Set the Report Frequency (for example, weekly) and the recipient email addresses.
- Choose the File Format and the download link validity period.
- Click Save.
Key Notes
| Item | Details |
|---|---|
| Shortcut | From any open report, click Add to Scheduled Reports at the bottom of the page |
| Call Center Reports | Need the Enterprise or Ultimate plan, scheduled call centre reports pause if the service expires |
| Default vs Legacy | From firmware 84.21.0.117, new data is in Default Reports; older data is in Call Reports (Legacy) |
| Accounting reports | Only count outbound calls where a call rate rule is applied |
| Individual calls | For call-by-call detail, use Reports and Recordings > CDR |
