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Call Reports and Filtering Data
Call Reports and Filtering Data

Extracting data from your call reports and what it means

Nicky Knoesen avatar
Written by Nicky Knoesen
Updated over a week ago

The dashboard tells you everything you need to know about your ResponseiQ account. To delve deeper into your calls, you'll need to take a look at your call reports:

Call List: Status icons

The call has successfully connected

We called the customer but they did not pick up

We called the customer but got thier voicemail

Agent/Agents did not pick up (missed call)

The customer was on the phone when we called them (engaged)

The call has been scheduled but hasn't happened yet

Incoming Call received during out of hours

Call Source Icons

Incoming Call via Call Tracking

Outgoing Call via Widget

Call via API (Lead Connect)

Call via Email (Lead Connect)

Call via Lead Mgmt Campaign

Live Call

Scheduled Call

Automated Retry Call

Scheduled Follow-up Call

Desktop – Browser Info

Mobile - Browser Info

Tablet - Browser Info

Standard Search Bar

This section can be used to quickly filter your data by a ResponseiQ Service, Company Account Domain or Date Range.


You can choose to view data by a particular ResponseiQ Service you use out of Widget, Call Tracking, Lead Connect or Lead Management Campaign.


If you have more than one domain on your account, you can filter them individually here.

Date Range

Search Call Records using a particular date range with preset options or set a custom date range.

Advanced Filters

Use this section to dive deeper into every unique aspect of widget activity, including referral sites (PPC/Adwords etc), connected calls, agent activity and more.


This section allows you to look at a breakdown of how many calls were scheduled, connected and missed by the agent/customer.


See all the activity from a particular agent.

Call Origin

Search the call records if they were Scheduled or were Live calls


Search for a particular call record using the Call-ID

Outcome Tracking

If Outcome Tracking is enabled, you can search calls with a specific outcome logged


Filter calls by call duration. You can input duration using "<" or ">" for less than and greater than respectively with a value in terms of seconds, e.g. <100 or >200


You can filter the data for a particular lead's name, email or phone number. See if you're getting repeat calls.


Great for tracking visitor origination and investigating marketing efforts by traffic source Channels


Filter to view calls from a particular traffic source


Choose a Medium to look for the calls attributed to a specific traffic source medium


This will be helpful to view calls generated via a particular marketing Campaign

Looking at % of connected calls on the dashboard

If you're looking at your dashboard and struggling to understand why some of your calls weren't 'connected', you'll get a clearer picture by looking at some of the status icons explained above.

Rather than scrolling through the report, you can also use the Advanced Filters button at the top of the report page and the use Status drop-down to highlight particular areas of interest/concern.

Once you have selected an area of focus, you can continue to select other data fields and either views the results on the dashboard or export for external purposes.

Traffic Source Attribution

If you're not tracking via Google Analytics, you can use our dashboard to find out which referrer URLs are leading to callback pages. You will need to select one at a time to evaluate volume, so this can take a bit of time.

Read more about ResponseiQ Attribution here

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