Filters narrow your call data to exactly what you need.

You can apply them to any view; both the four default views and any custom views you have created.

There are two types: date filters and value-based filters.

You can use them independently or together.

1. Date filters

Step 1. Open the calls view

• Go to Activity > Calls.
• Select the view you want to filter.

Step 2. Apply the date range

• Click the date range picker next to the Filters button.
• Select the date range you want to view data for.
• Click Apply.

Step 3. Save or export the filtered view (optional)

To save the view:

• Click the three-dot menu next to + Add view.
• Select Save as.

• Enter a name for the view and click Save.

To export the view:

• Click the three-dot menu and select Export data.

• Choose .xlsx or .csv and click Export.

• A blue notification confirms the file is being prepared.
• A bell notification appears when the file is ready.
• Click the link to download.
• You will also receive a download link by email.

2. Value-based filters

Step 1. Open the calls view

• Go to Activity > Calls.
• Select the view you want to filter.

Step 2. Open the filters panel and select a filter

• Click Filters on the upper-left of the report.
• Choose the filter you want. E.g. Recording to show only calls that include a recording.
• Click Apply.

Step 3. Save or export (optional)

• Follow the same save or export steps described in the date filter section above.

🎉 Your view is now filtered to show exactly the calls you need.

Detailed Guide: How to create and delete new call views

Detailed Guide: How to export call activity

Updated on: 08/04/2026