CALL HISTORY OVERVIEW FOR OFFICE MANAGERS

Account View 

 

Manage Organization View 

Call History is located in the tab bar of your SONAR portal when you are in "My Account" view.  All users have access to their individual call history but only office managers have access to the company's call history.

NOTES: 
  • You must be in “Manage Organization” to view your company’s call history.
  • You must be in “My Account” to view your personal call history.



VIEWING YOUR COMPANY’S CALL HISTORY

The call history list contains the following information:

  • call type
  • number of the caller
  • name of the caller
  • date
  • time the call occurred
  • duration of the call

The default number of calls displayed is 15, but you have the option to set the calls-per-page to 25, 50, or 100. You can navigate through pages by either clicking the page numbers at the bottom or scrolling through pages using the arrow buttons.

My Account View 

 

Manage Organization View 

 


Additional Feature: Short Term Audio Call Recording

At an additional fee of $10 per seat, you can listen to an employees calls from the Call History tab of the SONAR portal. Recordings are saved here for all calls in the last 90 days. Within the call history list, there are two icons on the right side: 

 Listen  The listen icon allows you to hear a call recording from start to finish through the SONAR portal.
 Download   The download icon allows you to download a .wav file so you can listen to the recording from an external platform. Downloading a recording allows you to skip forward and backward to more easily find fragments of conversation.



CALL HISTORY ICONOGRAPHY

Incoming Calls  Outbound Calls  Missed Calls


CALL HISTORY FILTERS

Using filters saves time tracking, searching, and managing your call history. Any filter in use is displayed next to the Filters button.

The date range (From – To)  – refine your search by entering a specific time range using the “from” and “to” calendars.
The maximum range is 16 days.

User – refine your search by entering a specific user’s name or extension.

Caller number – refine your search by entering a specific caller’s number.

Dialed number– refine your search by entering a specific outbound number.

Call type – refine your search by selecting a call types: inbound, outbound, missed, ext to ext (internal calls), and off-net (external calls).


EXPORTING CALL HISTORY

You can export calls through two methods, Export and Export Billed Calls.


Export  This report shows the call date, call time, outbound name, outbound phone number or extension, dialed number or extension, and where the call was made to. You can export call history as a .csv by clicking the Export button.

Export Billed Calls  As an office manager, you can see the organization’s usage. This report shows the user, domain, call type, the origin (incoming phone number), the destination (i.e., what number the originating number dialed to reach that user), time/date started, and cost.  You can export billed call history as a .csv file by clicking on the Export Billed Calls button.

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