Call Report Overview

Yeastar P-Series Software Edition provides intuitive visual call reports with detailed records and analytics of call activities, helping you monitor performance and evaluate communication efficiency and productivity. This topic describes the types of call reports, the ways to access them, and the rules for automatic cleanup of report data.

Type of call reports

Yeastar P-Series Software Edition provides comprehensive call reports that offer valuable insights into communication performance and efficiency, which can be categorized into two types:

Default Call Report: Call reports with built-in dimensions, filters, and metrics.
You can choose from a variety of default reports to view call statistics with ease.
Custom Call Report: Call reports with customizable dimensions, filters, and metrics.
You can choose from the available options to customize reports according to your business needs.

Refer to the following table for the reports available in each type and their dependency on subscription plan. You can click the report link for instructions on accessing the report and viewing its metrics.


Type	Reports
Default Call Report	Extension Call Activity Report Extension Call Statistics Report IVR Report DID/Outbound Caller ID Activity Report PBX Call Activity Report AI Receptionist Call Activity Report Transcription Usage Details Report
Custom Call Report

Creation of call reports

Beyond system-provided call reports, you can create your own report by adjusting filters and metrics of a Default Call Report, or by customizing dimensions, filters, and metrics of a Custom Call Report. The reports you create are saved under My Reports for centralized and easy access.

For more information, see Create a Custom Call Report.

Methods of accessing call reports

Yeastar P-Series Software Edition allows you to access call reports in the following ways:

On-demand View: Instantly view call reports on PBX web portal, and download them as needed.
For more information, see View Call Report and Download Call Report from PBX Web Portal.
Scheduled Delivery: Schedule call reports to be automatically sent to specific mailboxes at a specified time, and download them as needed.
For more information, see Schedule Automatic Call Report Delivery via Email.

Note: For scheduled call reports that have been successfully sent, you can also download them directly from PBX web portal. For more information, see Download Scheduled Call Report from PBX Web Portal.

Automatic cleanup of call reports

By default, when the total number of call reports reaches 200,000, the system automatically deletes the oldest call reports (while the associated CDRs are retained). You can adjust the maximum number of call reports, or set a maximum retention period as needed.

For more information, see Auto Cleanup Settings.