Calls

Contents

• 1Screenshot
• 2What can I do here?
• 3Working level
• 4Filters
• 5Export

Screenshot

What can I do here?

View details of completed phone calls and generate reports of these.

Working level

The content of the call list depends on the working level. For customers, the working level is always the customer itself and only the calls of the customer itself are displayed. For partners, it's a bit more complicated:

• The working level equals the customer that was last selected via the lists under the 'Working level' menu item.
• Unless only a partner is selected there and the 'Calls' menu item is clicked without selecting a customer. In that case, all calls from all underlying customers of that partner are displayed.
• But if only the 'Working level' menu item has been clicked without selecting a partner and then the 'Calls' menu item, the working level of the relationship to which the user is linked is used. In that case, all calls from all underlying customers of that relationship are displayed.

Filters

Using the form on the right side, calls with certain properties can be filtered out, and calls can be merged into rows with totals.

Once 'Apply' is clicked, the values entered in the form are used to generate a list of records. Depending on the number of calls, this may take a few seconds.

The following fields can be entered:

• From: Only calls from the date selected here are displayed.
• Up to and including: Only calls up to and including the date selected here are displayed.
• Call direction: Here you can select whether to display only incoming or only outgoing calls.
• Recordings: Here you can select whether to display only calls with call recording, or only calls without call recordings.
• Totalize by: This allows you to create overviews of the calls:
• None: Nothing is totalized, each item in the list is a call.
• Caller: Calls are totalized based on the caller. This is for example to see from which accounts calls have been made in what quantities.
• Called to: Calls are totalized based on the called number. This is for example to see on which phone numbers incoming calls are received.
• Account / called number: Incoming calls are totalized by the called number and outgoing calls from VoIP accounts and VoIP trunks are totalized by account code. This means that for each account and for each called number, 1 row is displayed in the list. The 'Count' shows how many calls are included and the 'Time' shows the total duration of these calls.

In the list, columns such as Date / time are left empty. This is because a row in the list can consist of multiple calls with different dates.

Partners can additionally choose from the following options:

• Totalize by:
• Customer: One row is created for each customer
• Customer / Partner: One row is created for each customer or partner that is billed by the partner

The 'Reset' button resets the form and the call list. This means: all records from 'today' and no totalization.

Export

The 'Export' button is the same as the 'Apply' button, with the difference that a .csv file is downloaded instead of displaying the list in the browser. This .csv file can then be opened in, for example, Excel.