Call Logs Overview

  1. Download Report and Refresh Data

  • Download Report and Refresh options are located in the top-right corner of the Call Performance Dashboard:
FieldDescription
Download ReportUsers can export call performance data as reports for offline analysis and record-keeping. This feature is particularly useful for sharing insights with teams or reviewing historical performance metrics.

Top Features of Download Report:
- Delivery: Reports are sent to users via email.
- Format: Reports are provided in CSV format for compatibility and easy analysis.
- File Packaging: Reports are compressed and sent as ZIP files to facilitate easier downloads.
- Data Handling:
   - If the data exceeds Excel's limit of 1 million rows (e.g., 3 million rows), the ZIP file will include multiple CSV files.
   - Each CSV file will contain up to 1 million rows, ensuring all data is captured and accessible.
Refresh IconReal-Time Data Refresh
Enables users to refresh the dashboard data to view the latest call performance metrics in real-time. This ensures that the displayed data is always accurate and up-to-date.
  1. Steps to Download the Call Performance Report:

  • Navigate to the Call Performance Dashboard and click on the Download icon located in the top-right corner (highlighted in the screenshot).

  • After clicking, a notification will appear, stating: "Your report is almost ready. We’ll email it to you shortly."

  • The report will be sent to your registered email address. Open the email titled "Here’s Your Call Performance Report!" to access the download link.
  • Click on Download, and the file will be saved to your device's default download location.
  1. Recent Downloads

The "Recent Downloads" section in the Call Performance Dashboard displays a list of reports that have been recently downloaded by the user. It helps in tracking and managing previously generated reports.

FieldDescription
File NameThe name of the downloaded call performance report, covering the specified date range.
Start DateThe beginning date for the call data included in the report.
End DateThe ending date for the call data in the report.
FiltersCriteria applied while generating the report.
DownloadA button to re-download the report if needed.