PBX Admin Guide - Working with Reporting

  • Last updated on March 5, 2025 at 5:28 PM

The PBX Admin Guide is divided across 12 chapters, and also includes a Glossary of Terms for terms used across the guide that you may not be familiar with. Please feel free to navigate to another chapter of the guide by utilizing the links below.

  1. Accessing the Admin Web Portal
  2. Quick Guide to Common Tasks
  3. Working with Active Calls
  4. Working with Users
  5. Working with Conferences
  6. Working with Automated Attendants
  7. Working with Call Queues
  8. Working with Time Frames
  9. Working with Music On Hold
  10. Working with Inventory
  11. Working with Reporting
  12. Taking a Phone Home
  13. Glossary of Terms

11. Working with Reporting

The Reporting page is where you can view the call history, audit logs, and content logs for the domain.

  • Displaying the Reporting page
  • Viewing the Call History
  • Viewing the Audit Logs
  • Viewing the Content Logs

Displaying the Reporting Page

All reporting tasks are performed from the Reporting page. To display this page, click the Reporting icon on the menu bar.

The refresh button at the top-right side of the page refreshes the information on the page.

Viewing the Call History

From the Reporting page click on the Call History tab to view the details of the calls that have happened within the domain for a certain period of time. 

From here you can:

  • Filter the call history
  • Export the call history  for the domain
  • Scheduling an export of the call history
  • Listen to a call recording
  • Download a call recording
  • Look at the call trace
  • Look at the Cradle to Grave information
  • Add notes to a call

Filtering Call History

Using the Filter button, you can filter your call history and view only the events of interest to you.

  1. From the Call History tab, click the Filters button. The Call History Filters pop-up window appears.
  2. Fill in the fields you need (see Table ‎11-1 below).
  3. Click Filter and the Call History page will show only the events that match your criteria. If no events match your criteria, a message informs you that there are no matches to your filter.

Table ‎ 11-1. Call History Filter Settings

SettingDescription
FromThe beginning date and time for the events you want to view. 
ToThe end date and time for the events you want to view. The maximum From-To range is 31 days.
UserEnter the name or extension you want to view.
DepartmentEnter the name of the department you want to view.
SiteEnter the name of the site you want to view.
Caller NumberEnter the caller number you want to view.
Dialed NumberEnter the dialed number you want to view.
Call TypeEnter the type of call you want to view. Choices are:
  • Inbound
  • Outbound
  • Missed

Exporting Call History

You can export the call history in CSV format, and then open the information in Microsoft Excel for further manipulation.

  1. From the Call History tab, click the Export button.
  2. When prompted, click Save.

Scheduling an Export of the Call History

You can set to export the call history on a certain date and time and/or set it to repeat for a set schedule. The export of the call history will be in a CSV format.

  1. From the Call History tab, click the Scheduled Exports button.
  2. Click the New Export button in the next page.
  3. Fill in the fields regarding the schedule (See Table 11-2 below).
  4. Click Add when done.

Table ‎ 11-2. Schedule New Export Settings

SettingDescription
Basic tab
NameProvide a name for the schedule. The name can be no more than 64 characters long. No special characters other than a hyphen, space, or underscore.           
EnabledSelect either Yes or No.
TypeYou can choose between the following:
  • Monthly - On the first of every month, will execute an export of the previous month.
  • Weekly - On the chosen day, will execute an export of the previous 7 days. (Includes chosen day)
  • Daily - Everyday at chosen time, will execute an export of the day's records.
  • Custom - Customize schedule's Capture Period, Start Time, and Repeat Cycle.
After Completion

After scheduling the export, choose where the data should be exported to: "Do Nothing" (which downloads the data to the portal only), "Email Attachment", "FTP" (File Transfer Protocol) server, or "SFTP"(Safe File Transfer Protocol) server.

FTP/SFTP Info:

  • Hostname is where the export will go. (e.g. sample.cdrexports.com, for non-standard port e.g. 115, sample.cdrexports.com:115)
  • Username/Password is the username and password that is authenticated and has access to the server
  • Remote Path (starting from root) the path the export should go to. Needs to be allocated beforehand. The cdr tool will NOT create the directory. (e.g /cdrexports/)
Email NotificationThis field is required if “Email Attachment” was chosen for After Completion. Will send an email to the desired email address notifying that the export is ready to be downloaded. If the user has “After Completion” as “Email Attachment”, then the email will contain the attachment.
EmailThe email address where Email Notification is sent.
Options tab
UserFilter calls pertaining to this user. Leave blank to see call history from all users.
Include Inbound CallsThe default is "Yes". Toggle to choose whether to include inbound calls in the export or not.
Include Outbound CallsThe default is "Yes". Toggle to choose whether to include outbound calls in the export or not.
Include HeadersThe default is "Yes". Toggle to choose whether the generated .csv file should include column headers or not. 
Off-net Calls OnlyThe default is "No". Toggle to choose whether to include only off-net calls or not. 
FormatFormat of the csv export. Is currently only set to deliver the Advanced format.


Listening to a Call Recording

If a call has been recorded a listen icon will appear on the right of the call entry which when clicked will replay the recording.

Download a Call Recording

If a call has been recorded a download icon will appear on the right of the call entry which when clicked will initiate a download of the recording in a WAV format audio file.

Look at the Call Trace

The SIP Flow icon opens a comprehensive listing of all technical information captured during the call from the moment a connection is first being attempted until the call ends. This is also known as a Call Trace.

Look at the Cradle to Grave information

The Cradle to Grave icon, when clicked, will present all call events that occurred from the beginning to the end of a call through a simplified display. For more information see the article Cradle to Grave.

Add Notes to a Call

The Add Notes icon is a way to add the call disposition to a call, where a user can store notes about the conversation.


Viewing the Audit Logs

Viewing audit logs allow you to see various changes made within the PBX Portal. Audit logs are used for tracking changes done historically. To view the audit logs click on the Audit Logs tab within the Reporting page.

From here you can:

  • Filter the audit logs
  • Export the audit logs
  • Show more details for a logged event

Filtering Audit Logs

Using the Filter button, you can filter the audit logs and view only the events of interest to you. See the table below for details on the filter settings you may apply.

Table ‎ 11-3. Audit Log Filter Settings

SettingDescription
FromThe beginning date and time for the events you want to view. 
ToThe end date and time for the events you want to view. The maximum From-To range is 90 days.
ObjectThe specific type of target object for the events you want to view.
OperationThe specific type of operation done on an object for the events you want to view.


Exporting Audit Logs

To export the audit logs in CSV format, click on the Export button, and the download will initiate. You can then open the information in Microsoft Excel for further manipulation. Note: The downloaded logs will be based on the current filter set in place and will only contain a maximum of the first 1000 events.

Showing more details for logged event

To show more available details regarding an event click the Show more link at the right of the entry and the event will expand to show more details.


Viewing the Content Logs

Viewing content logs allow you to see events regarding various media and files  within the PBX Portal. To view the content logs click on the Content Logs tab within the Reporting page.

From here you can:

  • Filter the content logs

  • Show more details for a logged event


Filtering the Content Logs

Using the Filter button, you can filter the content logs and view only the events of interest to you. See the table below for details on the filter settings you may apply.

Table ‎ 11-4. Content Log Filter Settings

SettingDescription
FromThe beginning date and time for the events you want to view. 
ToThe end date and time for the events you want to view. 
Record IDThe Record ID of event that you want to view.
ObjectSelect the specific type of target object for the events you want to view.
  • Voicemail
  • Voicemail Transcript
  • Call
  • Call Recording
  • Fax
Access TypeSelect the action performed on the object for the events you want to view.
  • Record
  • Playback
  • Read
  • Monitor
  • Forward
UserEnter the name of the user performing the action for the events you want to view.


Showing more details for the logged event

To show more available details regarding an event click the Show more link at the right of the entry and the event will expand to show more details.

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