Dashboards & Custom Views

• How to customize your dashboard

  How to customize your reporting dashboards in Nimbata.Some readers

• How to view project reports

  A guide on how to view reports from multiple projects or clients in Nimbata.Some readers

• How to view geography reports

  The geography report shows where your callers are calling from. Use it to identify which countries and territories generate the most calls, and to spot new markets worth targeting. Step 1. Open the geography report Go to Analytics Geography. Step 2. Apply filters Click Filters. Select the filters you need. E.g. Calling Country. Click Apply. (https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cfFew readers

• Trends report: how to analyze call activity by tracking number

  How to extract reports for each tracking number.Some readers

• How to create and delete new call views

  How to create new reporting views in Nimbata.Popular

• How to filter default and custom views: date and value-based filters

  How to filter options in Nimbata.Some readers

• How to filter your reports, views, and dashboard

  How to use the filters in Nimbata dashboards and reports.Some readers

• How to access reports by call tag

  How to extract reports per individual tag.Few readers

• How to create reports by UTM source and medium

  How to extract reports per UTM tag.Some readers

Call Data & Insights

• How to download call recordings

  Call recordings can be downloaded individually from the call activity log. Step 1. Open the calls log Go to Activity Calls. You will land on the Completed calls tab by default. Step 2. FFew readers

• How to download call transcripts

  How to download call transcripts Transcripts can be downloaded individually from a call record, or in bulk by exporting your call activity data. Download a singFew readers

• How Nimbata counts calls: total calls, unique callers, and call legs

  Nimbata uses three distinct measurements for call activity. Using the wrong one for the question you're asking is the most common source of confusion when comparing numbers across reports. Calls A call is a single inbound event; one caller dialing your tracking number one time. Same caller rings twice 2 calls One call routes through 3 destinations in a call flow still 1 call Ten different people each call once 10 calls Use this metric for measuring *call volumeFew readers

• How to find and share recordings and transcripts to train your team

  Nimbata captures a full record of every call; audio, transcript,Few readers

• How to listen to, read, and download call recordings and transcripts

  Every recorded call in Nimbata has an audio recording, a transcript, and an AI-generated summary, all accessible from the same place. ThFew readers

• Call disposition statuses explained: outcomes and hang-up causes

  Call Disposition StatusesPopular

• How to listen to call recordings

  How to listen to call recordings of your callsSome readers

• How to read call transcriptions

  How to read trnscriptions of your calls generated by NimbataFew readers

• How to access your call transcripts

  Nimbata gives you easy access to the transcript of every recorded call. This guide shows you how to locate a transcript at the individual call level. Step 1. Open the calls log Go to Activity Calls. Step 2. Filter to calls with recordings Click Filters, then clickFew readers

• How to access your call summaries

  Nimbata gives you easy access to the AI-generated summary of every recorded call. This guide shows you how to locate a summary at the individual call level. Step 1. Open the calls log Go to Activity Calls. Step 2. Filter to calls with recordings Click FiltersFew readers

• How to change the timezone in your reports

  How to change the timezone in your Nimbata reportsFew readers

• How to view the change history and audit log

  The audit log gives you a full record of every change made across your account. You can filter it by user, project, service, and action type to zero in on exactly what changed and when. You can filter by: User(s): Select any/all number of users under the account. Project(s): Select any/all of the project(s) you wish to view changes for under the account. Service(s): Select any/all of theFew readers

• How to activate email summaries

  A guide on how to activate email summaries and how they can help youFew readers

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Data Export

• How to export call activity

  You can export your Nimbata call activity as an Excel or CSV file for offline analysis, reporting, or sharing with your team. The export reflects exactly what is visible in your current view, including any filters, date range, and columns you have configured. Step 1Few readers

• How to export your data and reports

  How to extract your reports from Nimbata.Some readers

Outbound Calling

• How to make and track outbound calls with Nimbata

  How to make and track outbound calls with Nimbata Nimbata's outbound calling feature lets your team call prospects back using your tracking numbers. It keeps a consistent caller ID while capturing the same recording, attribution, and AI-powered analytics you get on inbound calls. Connect the softphone Step 1. Open the dialer Click the floating phone button at the bottom-right of your screen. Step 2. Connect the dialer Click the blue Connect button in the pop-up.Few readers