Build your own report and export it
Choose what to group by and what to count, run the report and download it as a CSV file.
Where to find it
Home › Reports › Report builder
Open this screenSteps
- Open 🏠 Home › Reports and choose the “Report builder” tab.
- Under “Group by”, click the items to group by (for example Agent, Campaign, Queue, Outcome, Day or Hour). Chosen items are highlighted; click again to remove one.
- Under “Measure”, click what to count: Calls, Connected, Sales, Talk minutes, Average duration or Revenue.
- Choose the period: the last 7, 30, 90 or 365 days.
- Press “Run”. The table appears below.
- Press “Export CSV” to download the same report as a file.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Group by | Agent, Campaign, Queue, Outcome, Direction, Day, Hour, Source, Stage, Country. One or more. | Agent |
| Measure | Calls, Connected, Sales, Talk minutes, Average duration, Revenue. One or more. | Calls, Sales |
| Period | Last 7, 30, 90 or 365 days. | 30 days |
| Export CSV | Shown after a run. Downloads calldesk-report-<date>.csv with the same choices. | — |
Troubleshooting
It says “Choose at least one dimension and one measure.”
Pick at least one item under “Group by” and one under “Measure”, then press “Run” again.
It says “No rows.”
Nothing matched in the chosen period. Try a longer period.
Tips
- To keep these choices, save them on the “Saved & scheduled” tab.
- The builder only offers items from a fixed list, so a report can never break your data.
Good to know
- Changing a choice does not rerun the report; press “Run” again.