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User Guide
CONTACT CUSTOMER CARE:
Send eMail
Phone 800.500.4433
1. Name Report
This report name may be changed. Duplicate report names are allowed.
Any character may be used for the report name, but the length is limited to 20 characters.
If a report name is not specified, a default report name will be assigned. The default report name will be "sr" followed by 5 numbers.
2. Select Frequency
daily every
1
2
3
4
5
6
day(s)
weekly every
1
2
3
week(s) on
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
monthly on the
1st
2nd
3rd
4th
5th
6th
7th
8th
9th
10th
11th
12th
13th
14th
15th
16th
17th
18th
19th
20th
21st
22nd
23rd
24th
25th
26th
27th
28th
29th
30th
31st
day of the month
quarterly, on the
1st
2nd
3rd
4th
5th
6th
7th
8th
9th
10th
11th
12th
13th
14th
15th
16th
17th
18th
19th
20th
21st
22nd
23rd
24th
25th
26th
27th
28th
29th
30th
31st
day of
January, April, July, October
February, May, August, November
March, June, September, December
begin at:
12:00 am
12:30 am
1:00 am
1:30 am
2:00 am
2:30 am
3:00 am
3:30 am
4:00 am
4:30 am
5:00 am
5:30 am
6:00 am
6:30 am
7:00 am
7:30 am
8:00 am
8:30 am
9:00 am
9:30 am
10:00 am
10:30 am
11:00 am
11:30 am
12:00 pm
12:30 pm
1:00 pm
1:30 pm
2:00 pm
2:30 pm
3:00 pm
3:30 pm
4:00 pm
4:30 pm
5:00 pm
5:30 pm
6:00 pm
6:30 pm
7:00 pm
7:30 pm
8:00 pm
8:30 pm
9:00 pm
9:30 pm
10:00 pm
10:30 pm
11:00 pm
11:30 pm
Pacific
3. Select Report Type
report type:
Call Details
EXCEL: Call Details
Traffic Snapshot
EXCEL: Traffic Snapshot
Number and Feature Summary
EXCEL: Number and Feature Summary
Monthly Lead Trending by Ad Source
Call Summary by Date
Call Summary by Status
Call Summary by Employee
Calls By ZIP Code and Ad Source
Calls By Date and Ad Source
Caller Names and Addresses
Multiple Calls from a Single Location
Total Leads By Ad Source - Bar Chart
Cost per Lead by Ad Source - Bar Chart
Missed Calls By Day - Bar Chart
Missed Calls By Hour - Bar Chart
Peak Calls By Day - Bar Chart
Peak Calls By Hour - Bar Chart
Average Call Duration by Ad Source - Bar Chart
Calls by ZIP Code - Pie Chart
Calls by Area Code - Pie Chart
DID End Report
4. Select Report Filters
Depress and hold the "Ctrl" key to select multiple filtering options.
customer/site:
All
call result:
all
connected calls
no answer calls
abandoned calls
busy calls
Show only active ad sources
ad source:
All
region:
All
Pacific coast
northwest
southwest
central
southeast
northeast
Atlantic coast
market:
All
Seattle
San Francisco
Los Angeles
Phoenix
Chicago
Dallas
Atlanta
Miami
Milwaulkee
New York
Boston
5. Select Call Duration
choose start and stop time
from:
Set Custom
0 sec
5 sec
10 sec
15 sec
20 sec
30 sec
60 sec
120 sec
— or choose custom time range:
from:
sec
min
to:
Set Custom
5 sec
10 sec
15 sec
20 sec
30 sec
60 sec
120 sec
5 min
10 min
15 min
20 min
to:
sec
min
6. Select Time and Day Filter
from:
All Hours
12:00 am
1:00 am
2:00 am
3:00 am
4:00 am
5:00 am
6:00 am
7:00 am
8:00 am
9:00 am
10:00 am
11:00 am
12:00 pm
1:00 pm
2:00 pm
3:00 pm
4:00 pm
5:00 pm
6:00 pm
7:00 pm
8:00 pm
9:00 pm
10:00 pm
11:00 pm
to:
All Hours
1:00 am
2:00 am
3:00 am
4:00 am
5:00 am
6:00 am
7:00 am
8:00 am
9:00 am
10:00 am
11:00 am
12:00 pm
1:00 pm
2:00 pm
3:00 pm
4:00 pm
5:00 pm
6:00 pm
7:00 pm
8:00 pm
9:00 pm
10:00 pm
11:00 pm
12:00 am
day(s) of week:
All
Weekdays Only
Weekends Only
7. Select Start and End Dates
choose start and stop dates
start running:
Set Custom
ASAP
Tomorrow
Next Week
Next Month
— or choose custom date range:
from:
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
stop running:
Set Custom
Never
Tomorrow
Next Week
Next Month
to:
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
8. Select Recipients
Type each recipient's address in the box above, one address per line.
*
indicates an address that is undeliverable or that has requested no emails be sent.
CallTrack
SM
reporting system v. demo. Data presented is fictitious and not specific to any client. © CallSource