Reports

Activity Summary Report

The Activity Summary is the report to open first. It answers "how are we doing" in one screen, before you go looking at any particular tracker or channel. It's also the landing page when you press Reports in the navigation bar. The Report Across the top: - Total Calls — every call in the period. - Answered Calls — calls someone picked up. - Missed Calls — calls that rang out. - Unique Callers — how many different people called, so repeat callers don't inflate the picture. - SMS Conversations — message threads over the same period. Call Activity Over Time The chart plots calls per day, split by outcome: answered in green, missed in red, abandoned in grey. The shape is what matters. A steady green band with occasional red is healthy. A block of red on particular days usually means nobody was covering the phone — a lunch hour, a Saturday, a week someone was away. Cross-check it against the Calls by Time of Day heatmap to see whether the pattern repeats every week. The Breakdown by Tracker Below the chart, the same figures are broken down per tracker: total calls, answered, missed, unique callers and conversations. This is where an overview becomes actionable. A missed-call rate that looks acceptable overall often hides one tracker doing badly — a campaign pointing at a number nobody covers, or a call flow with too short a ring time. Sort by missed calls and it stands out immediately. Changing the Period Use 30 days, 6 months or 1 year for a quick range, or the date picker for exact dates. Comparing the same range month to month is the simplest way to see whether marketing changes are producing more calls. Where to Go Next The Activity Summary tells you that something changed. The other reports tell you why. Call reports - Calls by Tracker — which campaign or number moved. - Calls by Source Channel — which channel produced the calls: organic, paid, referral, direct. - Calls by Keyword — which search terms convert to phone calls. - Calls by Tag — what the calls were about, using your own tags. - Calls by Value — what the calls were worth. - Calls by Time of Day — when your phone rings, and when nobody is covering it. Message reports - Messages by Tracker — SMS volume per tracking number. - Messages by Tag — what your SMS conversations are about. By email - Email Summary Reports — have this summary delivered daily, weekly or monthly instead of signing in for it.

Calls by Value Report

If you're utilizing the Call Value Attribution features, you'll find the Calls by Value report very helpful to see an overall summary report of your calls by vale and be able to spot trends with the charts. Calls by Value Report To access this report, click Reports in the navigation bar. Once in the Reports section, click the report title in the upper left of the screen to reveal a dropdown of all available reports, then select Calls by Value. It is listed under Call Reports. Changing the Chart Type Sometimes it's useful to visualize data with a different chart type to for it to provide more value. There are three different chart types available: - Stacked Bar Chart - Great for seeing trends over time. - Area Line Chart - similar to a stacked bar chart, shows trends over time very well. - Donut - great for summarizing data and seeing portional variances. Changing the Chart Date Range In many cases it might be useful to change the date range for the data you want to see. For example, you might want to see calls over the last 6 months or the last year. Use the date range tool just above the chart as needed.

Calls by Time of Day Report

The Calls by Time of Day report shows when your phone actually rings. It plots every call onto a grid of days and hours, so you can see the pattern at a glance rather than reading it out of a list. It answers the questions a call list cannot: which day is busiest, which hour is busiest, and whether you have people available at the times customers are calling. Calls by Time of Day Report To access this report, click Reports in the navigation bar. Once in the Reports section, click the report title in the upper left of the screen to reveal a dropdown of all available reports, then select Calls by Time of Day. It is listed under Call Reports. Across the top you'll see: - Total Calls - all calls in the selected period. - Busiest Day - the day of the week that took the most calls. - Busiest Hour - the hour of the day that took the most calls. - Unique Callers - how many different people called. - Avg Call Time - average length of those calls. Reading the Heatmap The grid runs days of the week down the side and hours of the day across the top. The darker a cell, the more calls arrived in that hour on that day, with a Less / More key at the bottom right. Empty cells mean no calls at all, which is just as useful — a run of blank early-morning cells tells you nobody is calling then, and a dark block at midday tells you where cover matters most. Busiest Times per Tracker Below the heatmap, the table breaks the same data down by tracker, with a Busiest Day and Busiest Hour column for each. This is where you find out that your billboard number peaks on a Saturday while your paid search number peaks on a Tuesday, which is difficult to spot from the combined grid. Changing the Date Range Use the 30 days, 6 months, and 1 year buttons for a quick range, or the date picker beside them to choose exact dates. A longer range smooths out one-off busy days and gives you a truer weekly pattern. Unlike the other call reports, this one has no chart type selector — the heatmap is the only view. Note Days and hours are shown in your company's timezone, set in your Company Settings. If a company's timezone is wrong, the busiest hour will be wrong with it.

Messages by Tracker Report

If you're utilizing the Messaging features, you'll find the Messages by Tracker report very helpful to see an overall summary report of your messages by tracker and be able to spot trends with the charts. Messages by Tracker Report To access this report, click Reports in the navigation bar. Once in the Reports section, click the report title in the upper left of the screen to reveal a dropdown of all available reports, then select Messages by Tracker. It is listed under Message Reports. Changing the Chart Type Sometimes it's useful to visualize data with a different chart type to for it to provide more value. There are three different chart types available: - Stacked Bar Chart - Great for seeing trends over time. - Area Line Chart - similar to a stacked bar chart, shows trends over time very well. - Donut - great for summarizing data and seeing portional variances. Changing the Chart Date Range In many cases it might be useful to change the date range for the data you want to see. For example, you might want to see messages over the last 6 months or the last year. Use the date range tool just above the chart as needed.

Messages by Tag Report

If you're utilizing the Message Tags feature, you'll find the Messages by Tag report very helpful to see an overall summary report of your messages by tag and be able to spot trends with the charts. Messages by Tag Report To access this report, click Reports in the navigation bar. Once in the Reports section, click the report title in the upper left of the screen to reveal a dropdown of all available reports, then select Messages by Tag. It is listed under Message Reports. Changing the Chart Type Sometimes it's useful to visualize data with a different chart type to for it to provide more value. There are three different chart types available: - Stacked Bar Chart - Great for seeing trends over time. - Area Line Chart - similar to a stacked bar chart, shows trends over time very well. - Donut - great for summarizing data and seeing portional variances. Changing the Chart Date Range In many cases it might be useful to change the date range for the data you want to see. For example, you might want to see messages over the last 6 months or the last year. Use the date range tool just above the chart as needed.

Calls by Tag Report

If you're utilizing the Call Tags feature, you'll find the Calls by Tag report very helpful to see an overall summary report of your calls by tag and be able to spot trends with the charts. Calls by Tag Report To access this report, click Reports in the navigation bar. Once in the Reports section, click the report title in the upper left of the screen to reveal a dropdown of all available reports, then select Calls by Tag. It is listed under Call Reports. Changing the Chart Type Sometimes it's useful to visualize data with a different chart type to for it to provide more value. There are three different chart types available: - Stacked Bar Chart - Great for seeing trends over time. - Area Line Chart - similar to a stacked bar chart, shows trends over time very well. - Donut - great for summarizing data and seeing portional variances. Changing the Chart Date Range In many cases it might be useful to change the date range for the data you want to see. For example, you might want to see calls over the last 6 months or the last year. Use the date range tool just above the chart as needed.

Email Summary Reports

Email Summary Reports can be set up to automatically send call tracking activity reports to a user's email inbox. Please Note Reports are emailed around 8am in the local company timezone. Summary Report Frequency Options Summary reports have 3 period frequencies to choose from. One user can subscribe to multiple report frequencies to stay up to date with their call tracking activity. - Monthly - Weekly - Daily Create a Summary Report Subscription To create a summary report subscription, navigate to the Company Settings where you'll see a section for Summary Reports. From there you can create summary reports to send. Summary Report Preview Below is a preview of the report email that is sent out.Your email report will vary depending on your report frequency and your activity. call tracking summary report

Calls by Keyword Report Overview

The Calls by Keyword report summarizes your incoming phone calls by the keyword search term that brought the visitor to your site. Tip The Calls by Keyword Report is designed to help digital marketers see what what keywords are converting the most phone calls on their site. Calls by Keyword Report To access this report, click Reports in the navigation bar. Once in the Reports section, click the report title in the upper left of the screen to reveal a dropdown with all of the reports available, select Calls by Keyword. Changing the Chart Type Sometimes it's useful to visualize data with a different chart type to for it to provide more value. There are three different chart types available: - Stacked Bar Chart - Great for seeing trends over time. - Area Line Chart - similar to a stacked bar chart, shows trends over time very well. - Donut - great for summarizing data and seeing portional variances. Changing the Chart Date Range In many cases it might be useful to change the date range for the data you want to see. For example, you might want to see calls over the last 6 months or the last year. Use the date range tool just above the chart as needed.

Calls by Source Channel Report Overview

The Calls by Source Channel report summarizes your incoming phone calls by the source channel the caller arrived from. Tip The Calls by Source Channel Report is designed to help digital marketers see what source channels are converting the most phone calls on their site. Calls by Source Channel Report To access this report, click Reports in the navigation bar. Once in the Reports section, click the report title in the upper left of the screen to reveal a dropdown with all of the reports available, select Calls by Source Channel. Changing the Chart Type Sometimes it's useful to visualize data with a different chart type to for it to provide more value. There are three different chart types available: - Stacked Bar Chart - Great for seeing trends over time. - Area Line Chart - similar to a stacked bar chart, shows trends over time very well. - Donut - great for summarizing data and seeing portional variances. Changing the Chart Date Range In many cases it might be useful to change the date range for the data you want to see. For example, you might want to see calls over the last 6 months or the last year. Use the date range tool just above the chart as needed.

Calls by Tracker Report Overview

To get an overview of your incoming phone call activity, the Calls by Tracker report does just that and maybe a little more. This report summarizes your calls by tracker that you have setup inside your account. Tip The Calls by Tracker report is great for comparing campaign performance when you have multiple trackers that are tracking campaigns running at the same time. This report makes it easy to see what is working and what isn't. Calls by Tracker Report To access this report, click Reports in the navigation bar. The report summarizes call activity by tracker over a given time period, the last 30 days by default. Changing the Chart Type Sometimes it's useful to visualize data with a different chart type to for it to provide more value. There are three different chart types available: - Stacked Bar Chart - Great for seeing trends over time. - Area Line Chart - Similar to a stacked bar chart, shows trends over time very well. - Donut - Great for summarizing data and seeing portional variances. Changing the Chart Date Range In many cases it might be useful to change the date range for the data you want to see. For example, you might want to see calls over the last 6 months or the last year. Use the date range tool just above the chart as needed.