Reports & Export

💰 Usage & Billing

📊 Usage Dashboard

Keep an eye on what you're using:

Resource	Tracked
Voice Minutes	Minutes of AI calls used 📞
SMS Segments	Text message pieces sent 💬
Emails	Emails sent 📧
Phone Numbers	Phone numbers you have active
Storage	File storage space used 💾

💵 Cost Tracking

See costs broken down by type:

Category	Description
Voice	AI call costs 📞
SMS	Text messaging costs 💬
Phone Numbers	Monthly fees for your numbers
Carrier Fees	Required phone carrier fees
Storage	File storage costs 💾

📈 Usage Trends

See how your usage changes over time:

• Daily, weekly, or monthly views 📅
• Compare with past time periods
• Predict future usage
• Track against your budget 💰

📋 Active Case Trends

Track what's happening with your cases:

Metric	Description
New Cases	Cases that were just created 🆕
Active Cases	Cases being worked on right now
Closed Cases	Cases that are finished ✅
Case Velocity	How fast cases get resolved ⏱️

👥 Team Performance

📊 Activity Metrics

See what your team members are up to:

Metric	Description
Messages Sent	Messages they sent out 💬
Response Time	How fast they reply on average ⚡
Cases Handled	How many cases they worked on
Tasks Completed	How many tasks they finished ✅

📋 Productivity Reports

Report	Shows
Activity by User	How productive each person is 👤
Response Times	How quickly the team answers
Case Load	How work is spread across the team
Performance Trends	How things change over time 📈

📄 Report Generation

📋 Standard Reports

Reports that are already built for you:

Report	Description
Daily Summary	What happened yesterday
Weekly Digest	How the week went 📅
Monthly Report	A full look at the month
Campaign Report	Results for a specific campaign 📣
Usage Report	What resources you used
Billing Report	Cost breakdown 💵
Self Healed Contacts	New phone numbers found through enrichment that had a successful call ✅

🔄 Self Healed Contacts Report

This report finds new phone numbers that were discovered through enrichment and confirmed by at least one successful call. It helps you see which numbers were found automatically and actually work!

A contact shows up in this report when:

• The number was added through enrichment (not typed in or imported by hand)
• At least one successful call was made to that number ✅
• The number has not been flagged as a wrong number

Each row includes:

Column	Description
External ID	The case or client ID from your CRM
New Number	The phone number that was found through enrichment 🆕
Old Number	The original phone number that was on file before

🛠️ Setting Up the Report

1. Go to Settings → Enrichment Reports
2. Toggle Enabled on
3. Pick a frequency (daily, weekly, or monthly) 📅
4. Set the time of day for delivery
5. Add email addresses for who should get it 📧
6. Save

The report comes as an Excel file attached to an email at the time you picked.

🎨 Custom Reports

Build your own reports:

1. Go to Analytics → Reports
2. Click Create Report
3. Pick the numbers you want to include
4. Set filters and date range 📅
5. Choose how to display the data (charts, tables, etc.)
6. Save the report

⏰ Report Scheduling

Get reports delivered automatically:

Setting	Description
Frequency	Daily, weekly, or monthly 📅
Recipients	Email addresses 📧
Format	PDF, CSV, or Excel
Time	When to send it

📋 Setting Up Scheduled Reports

1. Go to Analytics → Scheduled Reports
2. Click Create Schedule
3. Pick the report type
4. Set the schedule
5. Add the people who should get it
6. Save ✅

📤 Data Export

📦 Export Options

Format	Best For
CSV	Opening in spreadsheets 📊
Excel	Nicely formatted reports
PDF	Sharing and printing 🖨️
JSON	Connecting to other tools 🔗

📥 Exporting Data

1. Go to the data you want
2. Apply any filters you need
3. Click Export
4. Pick the format
5. Download the file ⬇️

📦 Bulk Exports

Export lots of data at once:

Option	Description
All Cases	Every single case 📁
All Clients	Every client record 👥
Call History	All call records 📞
Message History	All messages sent and received 💬