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.
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.
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.
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.
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.
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.
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.
You may click the Submit button to generate the report.
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.
You may click on the Refresh button to see the Finished report.
How do I delete a report?
You may click on the delete button to delete the report we just created.
How do I Expire a report?
To Expire a report, you may click on the Edit button.
This will launch the Edit interface and allow you to set a timeframe or expire the report within the system.
How do I view a report?
To view the report, click on the View button in the Reports interface.
The report shall appear similar to the image below.
The first column shows the total number of calls by each agent.
The bottom row shows the complete total.
This preset report also displays the number of Inbound Calls, Outbound Calls, Average Recording Length and other call criteria.
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.
A drop down will appear and adding or removing a check in the drop will adjust the viewable criteria.
How do I print my call recorder report?
The reports are printable as well by sending them to a printer.
Previous How To Articles:
Versadial call recorder allows managers to Monitor Live Calls, Download, Search and Playback Recorded Calls. How To Monitor a Live Call When you log into the Versadial System, immediately you see the extensions or trunks in your system and the associated channels. This is the Live Monitoring section. To Live Monitor a call, you may …
Versadial call recorder allows users to create bookmarks on recordings. Utilizing bookmarks allows to indicate important parts of the recorded call, silence OR download a selected portion of the call. Bookmark Toolbar Types of Bookmarks Bookmarks can be public or private. Private Bookmarks: Only the logged-in user who created the bookmark can see it. Public Bookmarks: All users who have permission to listen to the call will see the public bookmark. Private and Public Bookmarks …
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 …
Last Updated on December 7, 2020