VIEW, FILTER, AND EXPORT YOUR COMPANY’S CALL HISTORY

View, filter, and export your company’s call history so you can easily keep track of your company’s calling habits and refine call history searches.

To view your call history, click on Call History in the tab bar of your SONAR portal.

NOTES:

  • Office managers must be in “Manage Organization” view to access the company’s call history.
  • Populating your call history can take time, resist the urge to click more than once.

The default number of calls displayed is 15. To see more calls per page, click “25,” “50,” or “100” in the bottom right corner.

To navigate through pages, either click the page numbers at the bottom or scroll through with the arrow buttons.

To filter your call history, 

  1. Click on the Filters button on the left side.
  2. Enter the filter you want to set using the calendar tabs, the enter boxes, or the drop-down menu.
  3. Click on the Set Filters button to save. 

 


To export your company’s call history,  

  1. Click the Export or Export Billed Calls button on the right side.
      Be patient, this can take a few seconds to appear.
  2. Click on the .csv file that appears in the download bar at the bottom of your page.

 

The exported call history will be displayed in a table like this:

Or a table like this for billed calls:

TIP!

If tracking your call history is an important aspect if your job or company, the Versature Google Sheet Add-On will save you time and effort with its easy-to-use built-in formulas, pivot tables, conditional formatting, and chart/graph options. 

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