Reports & analytics

See how every team is doing. Before anyone asks.

32 ready-made reports cover inbound queues, outbound campaigns, team activity, channels and compliance. Filter them, save the view, have it emailed every morning and get an alert when a number crosses your line.

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ready-made reports
32
export formats: CSV, XLSX, JSON and PDF
4
schedules: daily, weekly and monthly
3
how it works

32 ready-made reports on inbound calls, campaigns, team activity, channels and compliance, with exports, schedules and alerts.

  1. Report library

    Inbound reports cover queue service level, abandoned calls, IVR routing and volume per number. Campaign reports show dials, connect rate, cost, list penetration, the best time to call and predictive efficiency. Agent reports track productivity, pauses, logins and outcomes, down to 15-minute intervals for staffing.

    • 8 campaign reports, from summary to predictive efficiency
    • 6 inbound reports, including service level and abandoned calls
    • 8 agent reports, including pauses, logins and a disposition matrix
    • 6 channel reports and 4 compliance and executive reports

  2. Sharing

    Save your filters as a view and keep it private or share it with your team. Schedule it daily, weekly or monthly at the time you choose, and it arrives by email in the formats you pick. PDF exports include the charts.

    • Saved views, private or shared with the team
    • Scheduled email daily, weekly or monthly
    • CSV, XLSX, JSON and PDF with charts
    • The same reports as JSON through the public API

  3. Alerts

    Set a threshold on a report measure, such as abandon rate above a value or connect rate below one, over a period like today, yesterday or the last seven days. When it is crossed, the recipients you list get an email, with a cooldown so one bad hour does not flood the inbox.

    • Above or below thresholds on report measures
    • Periods from today to last month
    • Email to the recipients you choose
    • Cooldown between two alerts

What's included

Everything around reports & analytics

Visibility by role

Agents see their own figures, team managers their teams, admins the account.

Best time to call

Connect rate by hour and weekday, so lists are dialed when people answer.

Interval reports

Agent activity by 15, 30 or 60 minutes, and inbound traffic by interval.

Compliance view

Calls to DNC numbers, out-of-hours dials, abandon rate and recording coverage.

Cost tracking

Daily cost, minutes, ASR and ACD, plus cost per channel and per success.

Executive summary

One page of headline KPIs across voice, SMS, email and AI.

Reports & analytics: questions

Short answers to what teams ask us most. Something else on your mind? Talk to us

  • 32 reports in five families: 8 for outbound campaigns, 6 for inbound, 8 for agents, 6 for channels (voice, SMS, email and AI) and 4 for compliance and executive summaries. They are ready to use with no setup.

  • Not from a blank page. You start from one of the 32 reports, apply filters and save the result as a view. For anything else, export to CSV or XLSX, or pull report data and call history through the public API.

  • Reports follow each person's data scope. Agents see only their own activity, team-scoped managers see the agents in their teams, and admins see the whole account. Access to reports and to exports are separate permissions.

  • Yes. Save a view, add a daily, weekly or monthly schedule with a time of day, and choose PDF, XLSX, CSV or JSON. The report is emailed to the recipients on the schedule.

  • Yes. Reports can be run through the public API with a key that has the reports scope, and the result comes back as JSON. You can also schedule CSV or XLSX exports by email.

Works with

Pair it with

Bring every customer conversation into one place

Calls, SMS, WhatsApp, email and chat in one inbox, on one invoice. Start with one team, then grow.

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