Reports & Export

Reports & Export

💰 Usage & Billing

📊 Usage Dashboard

Keep an eye on what you're using:

ResourceTracked
Voice MinutesMinutes of AI calls used 📞
SMS SegmentsText message pieces sent 💬
EmailsEmails sent 📧
Phone NumbersPhone numbers you have active
StorageFile storage space used 💾

💵 Cost Tracking

See costs broken down by type:

CategoryDescription
VoiceAI call costs 📞
SMSText messaging costs 💬
Phone NumbersMonthly fees for your numbers
Carrier FeesRequired phone carrier fees
StorageFile storage costs 💾

See how your usage changes over time:

Track what's happening with your cases:

MetricDescription
New CasesCases that were just created 🆕
Active CasesCases being worked on right now
Closed CasesCases that are finished ✅
Case VelocityHow fast cases get resolved ⏱️

👥 Team Performance

📊 Activity Metrics

See what your team members are up to:

MetricDescription
Messages SentMessages they sent out 💬
Response TimeHow fast they reply on average ⚡
Cases HandledHow many cases they worked on
Tasks CompletedHow many tasks they finished ✅

📋 Productivity Reports

ReportShows
Activity by UserHow productive each person is 👤
Response TimesHow quickly the team answers
Case LoadHow work is spread across the team
Performance TrendsHow things change over time 📈

📄 Report Generation

📋 Standard Reports

Reports that are already built for you:

ReportDescription
Daily SummaryWhat happened yesterday
Weekly DigestHow the week went 📅
Monthly ReportA full look at the month
Campaign ReportResults for a specific campaign 📣
Usage ReportWhat resources you used
Billing ReportCost breakdown 💵
Self Healed ContactsNew 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:

Each row includes:

ColumnDescription
External IDThe case or client ID from your CRM
New NumberThe phone number that was found through enrichment 🆕
Old NumberThe 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:

SettingDescription
FrequencyDaily, weekly, or monthly 📅
RecipientsEmail addresses 📧
FormatPDF, CSV, or Excel
TimeWhen 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

FormatBest For
CSVOpening in spreadsheets 📊
ExcelNicely formatted reports
PDFSharing and printing 🖨️
JSONConnecting 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:

OptionDescription
All CasesEvery single case 📁
All ClientsEvery client record 👥
Call HistoryAll call records 📞
Message HistoryAll messages sent and received 💬