support  |  log in
learning center  >  ACCOUNTING - CALLS  >  Archived Calls

Learning Center

Calls & Media Imports

Archived Calls

The Archived Calls Section provides you with a list of Archived Calls. Use the options in the Views pane to select the view based on the specific information you are interested in. There are two main views:

·         Call Summary – Call Summary is the default views option and provides a summary for all the archived calls in the database. You can view call information by call type and get specific information regarding these calls. A summary chart based on call type can be displayed.

·         Simple View – Provides detailed information about each call.

·         The additional nine view options sort the call records and provide specific information you may want to view.

Archive Calls - VIDEO

Viewing Archived Call Records

1.     Click the Accounting menu.

2.     In the Navigation pane, click Calls and then Archived Calls.

3.     Depending on the amount of call records that you have within your database, the list may not populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of a call record (site name, extension, etc.) then click the magnifying glass.

·         Click the Show All button.

4.   Once the list populates, click the plus sign (+) next to the call type to view each call record.

5.   Within the Views pane, there are 12 ways to sort your archived call database based on different characteristics. By clicking the option button next to each selection, you change the organization of the list. For example, if you select site, the call records for each site display as a group. The following lists the different views:

·         Call Type – this is the cairs.net default view.

·         Simple View – this list is based on account number, and includes all the other views in column form.

·         Number – sorts the list based on the calling number.

·         Organization – sorts the list based on the organization associated with the account number.

·         Subscriber – sorts the list alphabetically by the subscriber name associated with the account number.

·         Call Date – sorts the list based on call date.

·         Called Number – sorts the list based on called number.

·         Site – sorts the list based on the site name associated with the account number.

·         Switch – sort the list based on switch name associated with the account number.

·         City – sorts the based on city name associated with the account number.

·         Country – sorts the list based on country name associated with the account number.

·         Trunk – sorts the list based on the trunk used to make the call.

6.   To change the view, click the option button next to your selection.

7.   To view all the calls within a selection, click the plus sign (+) next to the category name.

8.   You can use the view and search functionality together to produce various types of reports. Once the list (report) displays, you can export the information to an Excel or PDF file.

Exporting Archived Calls

1.    Click the Accounting menu.

2.    In the Navigation pane, click Calls and Media Imports > Archived Calls.

3.    Depending on the amount of call records that you have within your database, the list may not populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of a call record (site name, extension, etc.) then click the magnifying glass.

·         Click the Show All button.

Once the list populates, you can export the information. 

4.    On the toolbar at the top of the screen, click the drop-down arrow next to Export. There are eight options to choose from (depending on the amount of call records, this process may take several minutes to complete):

·         Excel (All Levels) – exports all call records to an Excel spreadsheet.

·         Excel (Top Level Only) – exports only the top level of information. For example, if you have sorted the list by call type, only the calls types and associated information export into an Excel spreadsheet.

·         Excel (Expanded Levels Only) – exports the expanded groups full details to a PDF file. The un-expanded records are in the file as a top level only; therefore, you see only the summary line.

·         Excel (Multiple Files) - exports each of the groupings into a separate file. When you select this option, the Browse For Folder pop-up opens allowing you select where to save the files. Within the pop-up select the folder, and click the OK button, the files display within Windows Explorer in the designated location.

·         PDF (All Levels) – exports the report to a PDF file.

·         PDF (Top Level Only) – exports only the top level of information. For example, if you have sorted the list by call type, only the calls types and associated information export into a PDF file.

·         PDF (Expanded Levels Only) – exports the expanded records full detail to a PDF file. The un-expanded records are in the file as a top level, and you only see the summary line.

·         Tab-Delimited Text (Top Level Only) – exports the top level of each grouping to a tab-delimited text file.

The file opens allowing you to save or modify the file in the appropriate program.

 

Other Unique Sites

 

Unique.net 

 

Cairs Blog 

 

FTP Site

 

 

                          

 

 

Unique.net Pages

 

Our Products

 

About Us

 

Support

 

Cairs Blog

 

Contact Us

 

Learning Center Pages

 

Learning Center

 

Role-Based Training

 

Training-Courses

Support

 

Contact Us

 

Report a Trouble

 

Request a Feature

 

 

 

© Unique Communication Solutions 2012