Dashboards & Custom Views
How to customize your dashboard
How to view project reports
How to view geography reports
Trends report: how to analyze call activity by tracking number
How to create and delete new call views
How to filter default and custom views: date and value-based filters
How to filter your reports, views, and dashboard
How to access reports by call tag
How to create reports by UTM source and medium
Call Data & Insights
Call disposition statuses explained: outcomes and hang-up causes
How to listen to call recordings
How to read call transcriptions
How to access your call transcripts
How to access your call summaries
How to change the timezone in your reports
How to view the change history and audit log
How to activate email summaries