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Use the Reporting tab to create reports based on Engage data including: user who answered, call outcome, duration, and more.

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Create an Engage Report

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Date Range

The Engage Reporting date range calendar and Run Report button Begin by selecting the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click Run Report.

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Columns

Click on Columns Select the columns to include in your report by clicking Columns. The job report includes these columns by default:
  • Customer Phone: Customer phone number
  • Customer Name: Customer name
  • Existing or New: Existing or new customer
  • Phone Line Name: Friendly name of Engage phone line
  • Phone Line Number: Engage phone number
  • Phone Line Lead Source: Lead source attached to phone line
  • User Who Answered: Engage user who answered
  • Call Type: Incoming or outgoing
  • Call Outcome: Answered, missed, or unanswered
  • Date/Time: Date/time of call
  • Duration: Call duration
  • Voicemail: Click to play voicemail
  • Call Recording: Click to play call recording
  • Call Notes: Call notes

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Filters

Click on Drag a column here to group your data Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:
  • Customer Phone: filter by contents
  • Customer Name: filter by contents
  • Existing or New: select existing or new
  • Phone Line Name: select name
  • Phone Line Number: select number
  • Phone Line Lead Source: select lead source
  • User Who Answered: filter by contents
  • Call Type: select type
  • Call Outcome: select outcome
  • Date/Time: filter by date
  • Duration: filter by contents
  • Call Notes: filter by contents
When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.