Plum DEV v. 3.0
© 2013 Plum Group, Inc. All rights reserved.
Reports allow for users to check usage statistics as well as create custom reports that can be sent to customers. These call reports can be saved and shared with customers without giving them access to your call account.
To develop a call report, click Reporting to bring up the drop down menu for reporting settings options and click on "Reports".
Clicking "Reports" will take you to a menu which contains all previously saved reports:
Next, click "Create a New Report", which will take you to this page:
When creating a report, there are three types of output formats for reports: Standard Report, Simple Table, or CSV File. Each output format displays the data for the report in a different format as follows:
All output formats include global data, which includes: start date, end date, total calls, total minutes, total transfers, and total transfer minutes. Along with this information, each output format contains the following:
Under the "Output Format" drop box, you can select the type of report you want to generate: Standard Report, Simple Table, or Comma Delimited File (see description above for details about each output format type).
If you select "Standard Report", your report will be displayed as charts, similar to the following:
If you select "Simple Table", your report will be displayed as tables of data, similar to the following:
If you select "Comma Delimited File", you would be led to this page:
When you click "Download Report", you will be prompted to download a Comma Separated Values file and there, you can view your report in a spreadsheet. NOTE: For Custom Comma Separated Values reports, the reports are displayed on a day-to-day basis of what was specified as the time range.
Under the "Timeframe" drop box, you can select the timeframe that you want to see in your report: Today, Yesterday, This Week, Last Week, This Month, Last Month, or Custom. Custom allows you to enter a custom start date and end date for your report.
For "Report Elements", if you check off "Total Minutes", you will be able to see the total minutes for all selected Phone Numbers in your report. Checking off "Total Calls" allows you to see the total calls for all selected Phone Numbers. Checking off "Global Average Call Length" will allow you to see the global average call length in your timeframe for all selected Phone Numbers.
For "Call Type", if you select "Calls", you will be able to see call usage for inbound and outbound calls of all selected Phone Numbers in your report. If you select "Transfer", you will be able to see all transfers made during calls for all selected Phone Numbers.
For "Phone Numbers", you can select which phone number you want to appear in your report. To view multiple phone numbers, you can click the "Add a Chart" button next to Customize Charts. This will allow you to select another phone number that you want to appear in your report. To remove a chart, you can click the red box with the white 'X' in the middle of it in the top right-hand corner of the customization box.
For "Calculation", if you check off "Minutes", you can view the number of minutes used for the selected phone number in your chart. If you select "Call Count", you can view the number of calls for the selected phone number in your chart. Selecting "Average Call Length" allows you to see the average call length for the selected phone number.
Selecting "Log Label:" matches a specific string used in the "label" attribute of the <log> tag. If you choose "Sum" under "Label Calculation", you will see the sums of all the values of the label for your selected Phone Number on your chart. Selecting "Average" for "Label Calculation" will take the average of each of the values for the label and display them on your chart for the selected Phone Number. If you select "Label Count", the chart will show how many times the label appears for your selected Phone Number. "Value Count" provides individual counts for the top 5 values of the label for your selected Phone Number.
When you are finished customizing your report, click "View Report", which will bring you to this page:
Here, you can see the report itself of the call usage. Based on which options you selected above, the information might be displayed differently. In this case, "Standard Report", "Last Month", "Total Minutes" and "Total Calls" were selected. From here, you can name your report and save it. After saving your report, your report will be stored on your "Reports" page:
To share your report, click "View" next to the report, which will lead you to this page:
On this page, you have to set up a username and password to send to your customers along with the URL to view the report. When you have set up the username and password, click the "Save" button and you will be lead back to the "Account Configuration" page of Reporting.
If someone were to view the URL, they would see this page first asking for the username and password:
The person would have to type in the username and password that you have set up to view the report in order to view it. Once the person has done this, they will be able to view the report.