Download Call Report from PBX Web Portal

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

Procedure

  1. Log in to PBX web portal, go to Reports and Recordings > Call Reports.
  2. Access a call report.
    Scenario Instruction
    Access a custom report

    1. Click My Reports tab.
    2. Click or double click the desired report.
    Access a default report

    1. Click Default Reports tab.
    2. Click the desired report.
  3. Set filter criteria for the call report.
    1. Specify the time range that the report will cover.
    2. Configure filters based on the selected report.
      Report Filter
      Extension Extension Call Activity
      • Extensions/Extension Groups
      • Organization
      • Communication Type
      Extension Call Statistics
      Accounting Extension Call Accounting
      • Extensions/Extension Groups
      • Trunk
      • Organization
      Extension Call Accounting Details
      • Extensions/Extension Groups
      • PIN Code
      • Organization
      • Trunk
      Call Activity IVR Report
      • Type
      • IVR
      DID/Outbound Caller ID Activity
      • Trunk
      • DID
      • DOD
      • Communication Type
      PBX Call Activity
      • Trunk
      • Include internal calls: Set whether to include internal call activities.
      • Communication Type
      Call Center Agent Call Summary
      • Queue
      • Agent
      Agent Login Activity
      Agent Missed Call Activity
      Satisfaction Survey Detail
      Agent Pause Activity
      • Queue
      • Agent
      • Pause Reason
      Agent Performance
      • Queue
      • Agent
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.
      Queue AVG Wait & Talk Time
      • Queue
      Satisfaction Survey
      Queue Callback Summary
      Queue Callback Activity
      • Queue
      • Callback Result
      Queue Performance Activity
      • Queue
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.
      Queue Performance
      • Queue
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.

      • Exclude Calls within Xs: Specify the talk duration to exclude short answered calls.

        Calls ended within this time frame will NOT be included in the report.
      Inbound Queue Activity Analysis
      • Queue
      • Wait Time Range: Specify the time interval used to group the amount of time that callers waited in the queue before connecting to an agent.
      • Time Range & Select Date: Specify the time range that the report will cover.
        Note: If multiple time-based filters are applied, the report data includes data only for the overlapping time period.
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.

      • Exclude Calls within Xs: Specify the talk duration to exclude short answered calls.

        Calls ended within this time frame will NOT be included in the report.
      Unreturned Missed Call Report
      • Call From: Enter the caller's number or name.
      • Call To: Enter the callee's number or name.
      • Call Destination: Select the type of the destination to which the inbound call was routed.
      • Missed Call Type: Select the type of missed call.
      • Callback Status: Select whether the missed call was returned or not.
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.
      Ring Group Statistics
      • Ring Group
      Inbound Queue Logs
      • Queue
      • Communication Type
      • Call From: Enter the caller's number or name.
      • Queue Status
      • Answered Agent
      • Wait Time: Specify the amount of time callers waited in the queue before connecting to an agent or leaving the queue.

        You can enter numbers, -, =, <, <=, >, >=, and number ranges to specify the time.

      • Agent Answer Time: Specify the amount of time agents took to answer queue calls.

        You can enter numbers, -, =, <, <=, >, >=, and number ranges to specify the time.

      • Talk Time: Specify the amount of time that agents spent talking to callers, including hold time.

        You can enter numbers, -, =, <, <=, >, >=, and number ranges to specify the time.

      • Pure Talk Time: Specify the amount of time that agents spent talking to callers, excluding hold time.

        You can enter numbers, -, =, <, <=, >, >=, and number ranges to specify the time.

      • Hold Time: Specify the amount of time that agents held queue calls.

        You can enter numbers, -, =, <, <=, >, >=, and number ranges to specify the time.

      • Source Trunk
      • DID/DDI
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.

      • Exclude Calls within Xs: Specify the talk duration to exclude short answered calls.

        Calls ended within this time frame will NOT be included in the report.
      Agent Activity Analysis
      • Queue
      • Agent
      • Time Range & Select Date: Specify the time range that the report will cover.
        Note: If multiple time-based filters are applied, the report data includes data only for the overlapping time period.
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.

      • Exclude Calls within Xs: Specify the talk duration to exclude short answered calls.

        Calls ended within this time frame will NOT be included in the report.
      Inbound Queue Logs for Agent
      • Queue
      • Agent
      • Communication Type
      • Call From: Enter the caller's number or name.
      • Agent Last Call Status
      • Queue Status
      • Process Result: Select the process result for an abandoned or missed queue call.
      • Wait Time in Queue: Specify the amount of time callers waited in the queue before connecting to an agent or leaving the queue.

        You can enter numbers, -, =, <, <=, >, >=, and number ranges to specify the time.

      • Agent Wait Time: Specify the amount of time it took for agents to answer queue calls.

        You can enter numbers, -, =, <, <=, >, >=, and number ranges to specify the time.

      • Talk Time: Specify the amount of time that agents spent talking to callers, including hold time.

        You can enter numbers, -, =, <, <=, >, >=, and number ranges to specify the time.

      • Pure Talk Time: Specify the amount of time that agents spent talking to callers, excluding hold time.

        You can enter numbers, -, =, <, <=, >, >=, and number ranges to specify the time.

      • Hold Time: Specify the amount of time that agents held queue calls.
      • Source Trunk
      • DID/DDI
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.

      • Exclude Calls within Xs: Specify the talk duration to exclude short answered calls.

        Calls ended within this time frame will NOT be included in the report.
      AI AI Receptionist Call Activity Receptionist
      Transcription Usage Details -
      The report that matches the filter criteria is displayed on the page.
  4. Optional: Adjust columns in the list to focus on the key performance indicators that you want to track.
    Operation Description
    Select columns to display Click to select the columns to display.
    Pin a column Click beside the desired field, then drag it to the Left (Freeze Column) or Right (Freeze Column).
    Change column order Click beside the desired field, then drag it to the desired position.
  5. Optional: Customize the report download settings.

    1. At the top of the page, click .
    2. In the pop-up window, customize the download settings, then click Save.
      • File Format: Specify the download format for the report.
        • CSV
        • XLS
        • HTML
        • PDF
      • Duration Format: Specify the display format for all duration-related fields.
        • Display in Second (s)
        • Display as HH:MM:SS
      • Export Fields: Specify the fields to export.
        • All
        • Selected
  6. Click Download.

Result

Call report matching the filter criteria is downloaded in the specified format to your local computer.