Start with a focused report
Choose the filters that answer the question in front of you. A report about one campaign should make the campaign and time period clear.
Custom reports & CSV exports
Take the useful details into your next review.
Filter call and operational reports, then download results as a spreadsheet-ready CSV file.
Reporting & monitoring · Built for US call workflows
Sample activityFilter
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One campaign · this month
Choose the report
Select the call or operational information needed for the review.
Sample activityExport
Mon
Tue
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Fri
CSV report
Set the filters
Narrow the account, campaign, or period as appropriate.
Sample activityNext step
Mon
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Review in your spreadsheet
Download and review
Open the CSV file and compare it with the question you started with.
Explore the steps above. Sample details show the workflow, not a live account.
Reporting & monitoring
What changes in your day.
A monthly review needs more than a screenshot of a total. Choose the information relevant to the discussion and export a report your team can inspect, share, and compare with its other business records.
Open the data in a spreadsheet
CSV files work with common spreadsheet tools. Use the exported results for your own analysis without implying a native, continuously updating spreadsheet connection.
Keep reporting repeatable
Use the same definitions and periods when comparing results. Document what you included so the next review does not accidentally compare different populations of calls.
From setup to review
Put it to work.
- 01
Choose the report
Select the call or operational information needed for the review.
- 02
Set the filters
Narrow the account, campaign, or period as appropriate.
- 03
Download and review
Open the CSV file and compare it with the question you started with.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Does this automatically add rows to Google Sheets?
No. A CSV export is a file you download and open. Automatic Google Sheets synchronization is a different capability.
Can an export include sensitive call information?
The available data depends on the report and your access. Choose only the information needed for the review and handle exported files appropriately.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.