Call Management Detail Call Report

Transcription

1 Call Management Detail Call Report You can view your call details at any time by accessing the call reporting website at You will get a display that should look like the image below: Login Screen Just enter your username and password and press the Login button. Your username and password are provided from your administrator. Once you log into the website, you will have access to the call details for your account through the Call Reporting Options on the main screen.

2 Main Screen 1) Begin Select the starting Month, Day, and Year you want the report to start 2) End Enter the Month, Day, and Year you want the report to end 3) Set Begin/End Date to Current Date this sets the date to the current date 4) Default Calls Only this option allows you to view default calls. Not needed for client logins. 5) Time Zone Select the Time Zone your phone number is located 6) Sort by: Ani this sorts the report in ascending order of the ANI Sort by: Date this sorts the report based on when the calls are received

3 When you have selected the date range, time zone,, and sort by selection, click the View Calls button to view your call report. Below is an image of a sample of a call report. You can also download this report in a comma delimited file that will open in Excel by clicking on the Download Report link located at the top and bottom of the call report details. Call Reporting Details Screen 1 1) Date this shows the date in which the call was received 2) Time the time in which the call was received 3) Routed To the phone number the caller was routed 4) DTMF this displays any entries the caller entered into the dial pad 5) ANI this displays the phone number the call was made (if you click on the phone number, it will display the contact information for that phone number if it is available through Google.com 6) City, State, Zip, County this shows the geographic location of where the call was made 7) DNIS the phone number the caller dialed 8) Minutes, Seconds displays the length of the call in minutes and seconds 9) Minute Cost, Per Call Cost, Total price information (if any set) for that particular call If you scroll to the very bottom of the report, you will see a screen similar to what is shown in the image below. Call Reporting Details Screen 2

4 This shows the totals of the call reporting details. The amount of calls received, the length of all the calls, the per minute cost of the calls, call costs, subtotal, taxes incurred, and the total cost for that report in that particular date range.

5 Call Management Routing You can add, modify, and delete routing to your toll-free number at any time by accessing the call reporting website at Routing Options Basic 7) Add (Individual Records) This will add an individual routing record 8) Modify/Delete (Entire Routing Database) this allows you to view/edit/delete routing in the database Advanced 9) Areacode/Exchange (NPA/NXX) Routing this allows you to add area codes, area codes and prefixes to your routing database by state, county, zip code, and Nielson DMA 10) Zip Code Routing allows you to add zip code routing based on state, county, Nielson DMA 11) Bulk Load allows you to import from a tab delimited (txt format) or comma delimited (csv format) Call Counter 12) This tool allows you to set target numbers to receive a specific number of calls between locations and stop them from receiving calls once they reach the specified amount. Create Client Login 13) Add (Individual Logins) allows you to add customers logins and can be used to track callers usage separately

6 14) Modify/Delete (Current Assigned Logins) edit/delete customers Repeat ANI 15) Only used with call rotations. It displays the customers telephone number and the assigned target number they will reach every time, and how many times they ve called that target number.

7 Basic - Add Clicking on the Add link on the Account Options screen will bring you to the screen below: Account Options - Add Routing 1) ANI You can enter in a 3 digit area code, 6 digit area code and prefix, zip code, or a pin number depending on how you want your routing to be set up. For example, if you want a specific area code to go to a certain number, you would enter in the area code in the ANI field. 2) Override if you have this box checked, it will update the existing ANI field with whatever is entered into the Box #/Target field. 3) Box #/Target: This is where you would enter in the phone number to where you would like to have the phone calls go if it falls under the ANI.

8 Basic - Modify/Delete Account Options Modify/Delete You can do a search for a specific ANI or phone number by entering it into the ANI field or the Box#/Target field and click Select. This will display all the target numbers and ANI numbers depending on what you enter into the fields. You can also select all the routing records by leaving the two fields blank and click Select. Go to the next image to see the quick search display. If you happen to have area codes set up, you can easily delete the area codes from your routing list, by selecting the state and clicking on delete. Please keep in mind that it will delete all the area codes for that state.

9 Modify/Delete Quick Search Results From the Quick Search results, you can also modify the target number by clicking on edit and changing the Target number. You also have the option of deleting records from the routing database as well by clicking on the checkbox for the row you want to delete and clicking the Delete button.

10 Advanced Area Code/Exchange (NPA/NXX) Routing Route By 1. State This allows you to select the state and it will add all the area codes in that state to the routing database 2. Zip code This option allows you to enter in a 5 digit zip code and will add all the area codes and prefixes in that zip code to the routing database 3. County - This option allows you to select a County, after selecting the state, and will add all the area codes/prefixes in that county to the routing database. 4. Nielson DMA This option allows you to select the Nielson DMA and will add all the area codes/prefixes in that DMA to the routing database Override if this box is check marked, it will replace the target number with any and all matching ANI based on what you select in the Route By options Target This field allows you to enter in a digit telephone number or a box number ID that we assign

11 Advanced Zip Code Routing Route By 1. State This allows you to select the state and it will add all the zip codes in that state to the routing database 2. County - This option allows you to select a County, after selecting the state, and will add all the zip codes in that county to the routing database. 3. Area Code This option allows you to enter the area codes into a table and will add in all the zip codes within that area code into the routing database 4. Nielson DMA This option allows you to select the Nielson DMA and will add all the zip codes in that DMA to the routing database Override if this box is check marked, it will replace the target number with any and all matching ANI based on what you select in the Route By options Target This field allows you to enter in a digit telephone number or a box number ID that we assign

12 Advanced Bulk Load 1. Transfer Data This is the main option. Select this when you want the tool to import the data from column A as the ANI (area code, area code/prefix, zip code, 10 digit telephone number, a pin number ranging from 1-10 digits) field, and column B as the target number field. 2. Zip Code to Area Code/Exchange This option converts all the zip codes in column A to area codes/exchanges (prefixes) on the fly. 3. Override This will cause the target number field to be overwritten with the data in the spreadsheet that has matching ANI 4. File Type You are able to upload the file based on two types of file formats, tab delimited and comma delimited files. Column A needs to be the ANI (area code, prefix, zip codes) Column B needs to be the target number. There should be no headers and no other columns than A and B.

13 Create Client Level Logins - Add Individual Logins All required fields have a red asterix next to it. 1. Application Number This is the database number assigned to the toll free number 2. Target Number Enter in the target(s) of the customer s telephone number in order for them to see the call detail reports. 3. Costs You can set the costs you want to let your customers see what their usage costs are. You can charge them a monthly fee, per minute fee, and per call fee. If there is a fee you do not charge, just enter a Name This field lets you set the name of the company or location to be able to identify them in the call reports screen. 5. DNIS Display This is the toll free number. This field can be numerical or alpha characters. 6. Login Assign the customer a username here. Must be unique 7. Password The password field is case sensitive but does not need to be unique. Create Client Level Logins Modify/Delete Client Level Logins This option allows you to modify existing customers or remove them from the database.

14 Lookups This screen allows you to do a lookup of area codes, area codes/prefixes, and also zip codes around other zip codes and npa/nxx, the distance between them, and other informative lookup reports

15 Notifications This screen allows you to set up notifications to customers whenever they receive a call. When the client gets a call, they will receive the following screen: Info for Call 1 Date & Time : 29-May :03:54 AM Duration : 1m43s Caller ID : DNIS : TELE-SMART Routed To : Recording : No City of Caller : SAN BERNARDINO State of Caller : CA Zip Code of Caller : County of Caller : SAN BERNARDINO

16 Personal Options This page allows you to add information the contact information for the company. This is also the place to change your username or password.