Apply Filters to a Report

Whenever you run a report, CallData will default to use the most current dates and include all available data. If you want to look at older data or limit your report to a specific set of criteria (such as only outgoing long distance calls from the sales dept.), you can apply a filter to your report.

There are two ways to apply filters to a report. You can either specify a particular set of parameters or you can run a standard report and select one criteria at a time from a drop down list.

Set the Parameters First

1.	To run a report with a filter applied enter the desired parameters into the Report Pane (the task pane on the left side of the screen).

Start Date:

End Date:

(Optional) Start Time:

(Optional) End Time:

(Optional) Minimum Call Duration:

(Optional) (Incoming, Outgoing, etc...) Direction:

(Optional) Distance:

(Optional) Internal Calls:

(Optional) Calls to Voice Mail:

(Optional) Calling Group:

reports0003
reports0004

The Report Pane is where you can set your filtering criteria.

2. Check the extensions, departments or locations you want to include in the report.

	Note:
To include all extensions, uncheck all extensions, departments and locations.

3. After you select all of the filtering criteria, click Run Report to generate a report with the filters applied.

4. This will open the report in the report screen.

After entering your report parameters and clicking Run Report, the report will be displayed on the right side of the screen.

	Note:
When viewing a report, you can hide the Report Pane and the Live Activity Pane by clicking the Toggle Screen button on the Report tool bar.

Viewing a report in full screen mode after clicking the Toggle Screen button.

Choose Specific Parameters

1. To filter data within a report that's already open, click on the drop down list above the column containing the information that you want to filter by.

The drop down lists above each column allow you to select one of the values from the list and display only records that contain the selected value in that column.

No Filter (All Calls)	Filtered (Internal Calls)

Apply Filters to a Report						Apply_Filters_To_A_Report CallData Support,
Apply Filters to a Report