VIEW, FILTER, AND EXPORT YOUR PERSONAL CALL HISTORY

This article will explain how to view, filter, and export your call history so you can easily keep track of your calling habits and refine call history searches.

VIEW YOUR CALL HISTORY 

Click on Call History in the tab bar of your SONAR portal.

NOTES:
  • Office managers and call center supervisors must be in “My Account” view to access their personal call history log.
  • 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.

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. 

 

EXPORT YOUR CALL HISTORY 

  1. Click the Export button on the right side.
     NOTE: 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:

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