> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Engage Reporting

> Build custom call reports by date range, agent, outcome, and duration to see how your team handles every call.

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

***

# Create an Engage Report

<Frame>
  <iframe src="https://www.loom.com/embed/437e2f91c48142ee959051d74cc1a458?hide_owner=true&hide_share=true" title="Video" className="w-full rounded-lg" style={{aspectRatio: "16/9", border: "none"}} loading="lazy" allow="fullscreen" allowFullScreen />
</Frame>

## Date Range

<img src="https://mintcdn.com/fieldpulse/Np05e0O_s4K33B-G/static/images/_api/9829548-engage-reporting/01.png?fit=max&auto=format&n=Np05e0O_s4K33B-G&q=85&s=c64f85cc51374601ea5814beb14c1093" alt="The Engage Reporting date range calendar and Run Report button" width="1712" height="218" data-path="static/images/_api/9829548-engage-reporting/01.png" />

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*.

## Columns

<img src="https://mintcdn.com/fieldpulse/Np05e0O_s4K33B-G/static/images/_api/9829548-engage-reporting/02.png?fit=max&auto=format&n=Np05e0O_s4K33B-G&q=85&s=f557deedf48fde22331e833caaeae435" alt="Click on Columns" width="1200" height="623" data-path="static/images/_api/9829548-engage-reporting/02.png" />

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

## Filters

<img src="https://mintcdn.com/fieldpulse/Np05e0O_s4K33B-G/static/images/_api/9829548-engage-reporting/03.png?fit=max&auto=format&n=Np05e0O_s4K33B-G&q=85&s=98020c7a7a823b12d817c068a36dd999" alt="Click on Drag a column here to group your data" width="1200" height="730" data-path="static/images/_api/9829548-engage-reporting/03.png" />

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.

| **Operator**             | **Retrieves Data**                         | **Example**                                       | **Data Retrieved**                                          |
| ------------------------ | ------------------------------------------ | ------------------------------------------------- | ----------------------------------------------------------- |
| Equals                   | Equal to a specified value                 | Created By - Equals Tom Gause                     | For all records created by Tom Gause only                   |
| Not Equal                | Different from a specified value           | Tag - Not Equal to HVAC                           | For all records except those using the HVAC tag             |
| Less Than                | Lower than a specified value               | #ID - Less than 1144                              | For all records below #1144                                 |
| Less Than or Equal To    | Lower than or equal to a specified value   | Job Date/Time - Less than or equal to 12/13/2023  | For jobs scheduled before or on 12/13/2023                  |
| Greater Than             | Greater than a specified value             | Job Duration - Greater than 60 minutes            | For jobs in the In Progress status type for over 60 minutes |
| Greater Than or Equal To | Greater than or equal to a specified value | Job Date/Time - Greater than or equal to 1/1/2024 | For jobs scheduled on or after 1/1/2024                     |
| In Range                 | Including and between two specified values | #ID - Between 1225 and 1236                       | For all estimate records with #IDs between 1225 and 1236    |
| Starts With              | Begins with a specified value              | Title - Annual                                    | For all job records beginning with Annual                   |
| Ends With                | Ends with a specified value                | Location - TX                                     | For all job locations ending with TX                        |
| Blank                    | No values are in the field                 | Subtitle                                          | For all job records with blank subtitles                    |
| Not Blank                | Values in the field                        | Notes                                             | For all job records with values in the notes field          |

***

**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*
