Reporting

Real-time Agents

The real-time agents report is a dashboard that displays live agent status and important call statistics. It inc...

Automatic Email Notifications

You can set up various types of emails to trigger each time a call comes into your tracking numbers.

Call Reports

The Call Reports page provides an overview of your calls over a set time period sorted by a dimension of your choice. You can use filters and date ranges to narrow down which calls you want to include in the report.

Exporting the Call Reports Page

The Call Reports page in your account can be exported as a spreadsheet for easy sharing, compiling data, or saving historical reports.

Scheduling Reports to Be Emailed

You can schedule reports to be automatically emailed at regular intervals. Navigate to Reporting > Reports, and you will see the Overview Report.

Account Usage

One of the many reports that CTM offers is an Account Usage report, which shows a breakdown of cost by tracking number for the account you are viewing.

Exporting the Call Log

From the call log, you can click the export button (the cloud with the arrow) to export all of the details for each of your call into an excel file.

Period vs. Global Unique Callers

As some callers may call more than once, it may be useful to know how many calls were from unique individuals in ...

Custom Fields

Custom fields extend contact and log entries by allowing you to add your own fields for important pieces of information you'd like to associate with a particular call or caller.

Using a saved filter

Accuracy Report

This report will tell you by source if you need more tracking numbers, less tracking numbers, or if they are just right.

How to Use ROI Reporting

ROI reports allow you to see the financial performance of each advertising campaign as we well as the performance of the people answering your phones.