How to filter your reports, views, and dashboard

Filters let you focus on specific subsets of your call data across any chart, report, and widget of your dashboard.
The same process applies whether you want to see Trends, Tracking Source, Missed Calls, Compare Periods, or any other Dashboard widget.

Step 1. Open a widget:

• Go to any Dashboard widget:
• E.g. If you want to view trends, head over to Dashboard > Trends.

Step 2. Set the date range

• Click the date range picker.
• Select the period you want to analyze.
• Click Apply.

Step 3. Apply a filter

• Click the Filters button.
• Select the filter you want from the panel. E.g. Call Duration. Configure the duration in seconds by the relevant field.

Click Apply Changes.

Step 4. Add more filters as needed

• Repeat Step 3 for each additional filter.
• All active filters stack together to narrow the data further.

Available filters

The following filters are available across widgets and the dashboard:
Direction
Call Outcome
Hang-up Cause
Tracking number
Destination
Caller
Digits Pressed by Caller
Digits Pressed by Destination
Call Duration
Talk Duration
Calling Country
1st Time Caller
Missed Callers
Voicemail
Recording
Recording Stopped
Transcriptions
Call Type
Device Type
UTM Source
UTM Medium
UTM Campaign
Source Type
Call Page
Click ID
Tag
Rating
Value
Swap Group

🎉 Your report or dashboard now shows the filtered data you need!

Detailed Guide: How to filter default and custom views: date and value-based filters
Detailed Guide: How to customize your dashboard

Updated on: 11/08/2026