How to run and get the most out of Versadial Call Recorder reports

How to run and get the most out of Versadial Call Recorder reports

Built into the software interface, the reports section allows managers to run preset reports, delete / expire reports, change and customize reports.

How do I get into call recorder reports section?

When you log into the Versadial System, you are immediately in the Live Monitoring section. To open the reports section, click on the Live Monitoring drop down menu and choose Reports from the selection.

Live Monitoring drop down menu
Live Monitoring drop down menu

How do I Select Report?

This will bring you into the Reports section. From the left-hand side, the Report Type section contains several preset reports you may run. For our example, please choose Summary, Agents.

Report Type Section
Report Type Section

How do I Select Time range?

In the Time Range section, you may choose the time frame you want for the report. For our example, we shall choose This Month.

Time Range Section
Time Range Section

How do I select an agent to run against my report?

When you scroll down to the Agents section, you may choose the Agents to run the report against. From there, click on the Run Report button.

Agents Selection
Agents Selection

How do I change the default title of my report?

In the Run Report interface that appears and you may change the title of the report in the Title field.

Report Title Field
Report Title Field

How do I email the report to myself and others?

From the Run Report interface, place a check into the Send by E-mail check box and the menu will expand.

Send by Email Checkbox
Send by Email Checkbox

How do I change the format of the email that will be sent?

A .csv file can be generated and you may email the report to multiple recipients by entering the emails into the Recipient email address(es) field. The Email format drop down allows you to send the email as html or text.

Send by Email Attachment
Send by Email Attachment

You may click the Submit button to generate the report.

Run Report Submit Button
Run Report Submit Button

How do I refresh to find a Finished status report?

As you can see, we have some reports in Finished and Pending Status. Notice the Refresh button in the entry.

Refresh Report Button
Refresh Report Button

You may click on the Refresh button to see the Finished report.

Finished Report View
Finished Report View

How do I delete a report?

You may click on the delete button to delete the report we just created.

Delete Report Button
Delete Report Button

How do I Expire a report?

To Expire a report, you may click on the Edit button.

Edit Report Button
Edit Report Button

This will launch the Edit interface and allow you to set a timeframe or expire the report within the system.

Edit Report Interface
Edit Report Interface

How do I view a report?

To view the report, click on the View button in the Reports interface.

View Report Button
View Report Button

The report shall appear similar to the image below.

Report View
Report View

The first column shows the total number of calls by each agent.

Report View First Column
Report View First Column

The bottom row shows the complete total.

Report View Totals Row
Report View Totals Row

This preset report also displays the number of Inbound Calls, Outbound Calls, Average Recording Length and other call criteria.

Report View Multiple Columns
Report View Multiple Columns

How do I change and customize my report?

You can choose the criteria you want to show on the screen by clicking the View button.

Report View Change Criteria Button
Report View Change Criteria Button

A drop down will appear and adding or removing a check in the drop will adjust the viewable criteria.

Report View Change Criteria Drop Down
Report View Change Criteria Drop Down

How do I print my call recorder report?

The reports are printable as well by sending them to a printer.

Report View Send To Printer
Report View Send To Printer

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Versadial call recorder allows managers to Flag, add a Note and Search by notes in Recorded Calls. How do you flag a call recording? When you log into the Versadial System, you immediately see recorded channels (extensions or trunks recorded by your system). This is the Live Monitoring section. To flag a call, simply click on the …