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Summary_list
Task1Introduction
Task2Running the report
Task3Creating the report
Task4The report's results

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Introduction

The Custom report is the most flexible of all reports and allows a wide range of options and filtering criteria to be selected, enabling you to search for very specific phone calls.  

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Running the report

Access the Reports screen, select the Custom Report from the list and click on the Run now button.

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A new window will open, allowing you to configure the parameters of your report:

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Select a report period

For each report, you must specify a time span that covers the calls you want the report to include.

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There are several preset reporting periods available for selection, based on the standard Gregorian calendar. The following table describes how the start and end times are defined for each preset period:

PeriodDescription
TodayThe start and end dates are set to the current date. The start time is set to 00:00:00 and the end time to 23:59:59.
YesterdayThe start and end dates are set to the current date minus one day. The start time is set to 00:00:00 and the end time to 23:59:59.
This weekThe start date is set to the first day (normally Monday) of the current week. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time.
Last weekThe start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to 00:00:00 and the end time to 23:59:59.
This monthThe start date is set to the first day of the current month. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time.
Last monthThe start date for this period is set in three stages: The day is set to the first day of the month. The month is set to the previous month. The year is set to the current year, unless it is currently January, in which case, the previous year is used. The start and end times are set to 00:00:00 and 23:59:59 respectively.
This yearThe start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to 00:00:00 and 23:59:59 respectively.
All callsThe start and end dates and times are set to the dates and times of the first and last call in the entire call database, respectively.

In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the drop-down list and specifying your own  Start and End dates, as shown below:

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Choose a site

If your system is set up to log multiple sites, you can select a particular site from the drop-down list. To report on all sites, select the blank line.

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Select a type of call

This option allows you to define the type of call you want to report on, in terms of where the call originated and where it was delivered, e.g. incoming, outgoing, internal, etc.  To report on a specific type of call, select it from the drop-down list:

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Specify an extension range

You can choose to report on a single extension or a range of extensions, by entering the details in the box provided, as shown below:

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Choose an extension group

To monitor the call activity for a specific department, select the extension group you want to report on from the drop-down list. To report on all extension groups, select the blank line.

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Specify a trunk range

To report on more than one trunk number, enter the trunk range in the

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LabelNumber
and 
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LabelFrom
fields. To report on an individual trunk, enter the same trunk number in both fields.

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Choose a specific trunk group

To run the report on a specific trunk group, select it from the drop-down list. To report on all trunks, select the blank line.

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Specify a partial dialled number

To report on a specific dialled number, enter the partial or full number in the field provided. For example, to report on all mobile calls enter 

Keywordmacro
Label07
in the
Referencemacro
LabelDialled number
field, as shown below:

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Specify a named destination

If you want to filter calls to a specific, known destination, type the full or partial name of the destination in the text box provided, e.g. enter 

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LabelLondon
to report on all calls to London, regardless of the number that was dialled.

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Specify a call duration range

To filter calls within a particular duration, enter the desired duration in the

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LabelFrom duration
field in 
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Labelhh:mm:ss
format.

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Specify a response time range

To monitor how quickly your incoming calls are answered, specify a response time range in the fields provided, in 

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Labelhh:mm:ss
format.

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Select a call cost range

You can define a cost filter to include calls above or below specific values, by entering your criteria in the fields provided, as shown below:

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Specify a partial Caller ID

If the caller ID is outputted in the raw data, you can report on calls that originate from a specific phone number. For example, to report on all incoming calls from Tri-line, enter

Keywordmacro
Label02072652600
. You can also enter a partial phone number; for example, to report on all calls received from Bristol, enter
Keywordmacro
Label0117
, the dial code of this location.

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Specify an account code

To produce a report consisting only of calls that were made using a particular account code, enter it in the field provided. To report on more than one account code, separate each entry with a comma, as shown below:

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Select a field to order the results by

By default, the report's results are ordered by cost. To sort the results by a different column, select it from the drop-down list.

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Sort order

By default the report's results are displayed in ascending order. If you want to display the results in descending order, tick the appropriate option.

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Creating the report

When you have selected a reporting period and have chosen the report's criteria, click on the Run now button, as shown below:

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The report's results

Below is an example of this report's output, displayed as an itemised list.

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The header of the report will display its title, any friendly name you assigned to it, the period of the report and any options you have selected in the report's selection criteria window.

The body of the report consists of a single table housing all calls that matched your selection criteria. Each column header of the table is described below:

Column headerDescription
Date & TimeThe date and time the call started
ExtensionThe name or number of the extension that made or received the call
DestinationThe name of the destination where the call terminated, or a brief description of the type of call, for incoming ones
CLIThe telephone number of the remote caller for inbound calls
Dialled NumberThe telephone number dialled, in the case of an outbound call
TrunkThe number of the trunk carrying the call
ResponseThe length of time it took for the call to be answered, e.g. the response time
DurationThe duration of the call in hours, minutes and seconds
CostThe cost of the call, if applicable