Download CDR from PBX Web Portal

Yeastar P-Series PBX System supports downloading CDR locally for call analysis or billing. This topic describes how to download CDR from PBX web portal.

Prerequisites

(Optional) Customize CDR download settings.

Note: When manually downloading CDR from PBX web portal, the list data is downloaded in CSV format by default. You can adjust the CDR download settings to specify the data range and the file format.

Step 1. Filter CDR

  1. Log in to PBX web portal, go to Reports and Recordings > CDR.
  2. Click CDR (Advanced) tab.

    Note: To enhance system performance, Yeastar has upgraded the CDR module in version 37.21.0.117 with a new data structure for clearer display and more comprehensive call details. The system gradually deletes old CDRs according to the CDR Auto Cleanup setting. Before old CDRs are cleaned up, new and historical data are managed separately - the CDR(Advanced) tab for new data and the CDR (Legacy) tab for historical data.

    This topic describes how to download CDR data generated after upgrading to version 37.21.0.117 or later. To download historical data, please proceed from the CDR (Legacy) tab.

  3. Set basic filter criteria to filter CDR list data.

    1. Filter CDRs by time or call participants.
      Filter Description
      Time Set the start date and the end date.
      Note: To specify an exact time period, click Select Time to set the start time and the end time.
      Call From Enter the caller's number or name, or click to select extension(s), extension group(s), organization(s).
      Call To Enter the callee's number or name, or click to select extension(s), extension group(s), organization(s).
      Tip: To swap the callee for the caller, click .
    2. Optional: To perform a fuzzy search for call participants by name or number, click to enable fuzzy search.
  4. Set advanced filter criteria for CDR to filter call leg data.

    1. On the right pane, click .
    2. Configure the advanced filters as needed.
      Filter Description
      Second Participant Enter the callee's number or name for the second call leg, or click to select extension(s), extension group(s), organization(s).
      Last Participant Enter the callee's number or name for the last call leg, or click to select extension(s), extension group(s), organization(s).
      Extensions/Extension Groups Select extension(s) or extension group(s).
      Organization Select department(s).
      Queue Select queue(s).
      Call Notes Select disposition codes.
      Remark Enter the remark added in the last call leg.
      AI Summary Enter keywords from the AI summary content.
      Trunk Select a trunk.
      DID/DDI Select DID number(s).
      Outbound Caller ID Enter the Outbound Caller ID.
      Caller IP Address Enter the caller's IP address.
      PIN Code Enter the PIN code.
      Recording Files

      Select an option to display all CDRs, CDRs with recordings, or CDRs without recordings.
    3. At the top-right corner, click to save the filter and close the window.
  5. Optional: Set column filter criteria for CDR to narrow down the results.
    1. Optional: Click to select the columns to display.

      Tip: You can rearrange fields in the list as follows:
      • To pin fields, click beside the desired field, and drag it to the Left (Freeze Column) or Right (Freeze Column).

      • To change the field order, click beside the desired field, and drag it to the desired position.

    2. For columns with a icon, click the icon to filter the desired field.

  6. Optional: Save the current CDR filter as a view.
    Note: Up to 10 custom views are supported.
    1. On the right pane, click , then select Save as a New View.

    2. In the pop-up window, enter a name for the view, then click Save.

    Tip: You can set the view as default if needed.

Step 2. Download CDR

  1. To download all the CDRs, click Download CDR, then select Download All CDR.

  2. To download the filtered CDRs, click Download CDR, then select Download Filtered CDR.

Result

CDRs matching the filter criteria are downloaded in the selected format to your local computer.