04/03/18 21:18 PM  

Saving and Exporting a Report in your RingCentral Online account

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SummaryHow can I save and export a report via the RingCentral Online account?
Details

Reports are graphical representations of your RingCentral account's call activities that can be accessed by Account administrators and Group Managers. These Reports can be generated as a Summary, based on Queue Activity, based on User Activity, based on Telephone Number, and based on User Call Details. Reports can be customized then exported into a .xls format which can be opened using Excel or any spreadsheet program.

This article demonstrates how the Reports usage for Administrators and Group Managers.

NOTE: Group Managers can only generate reports from their Group Members' call information.

IMPORTANT: A Report needs to be generated or loaded before the following actions can be made.

Creating and Saving ReportsInstructs how you can create and save a Report in the Online account
so it can be accessed later on.
Customizing saved ReportsShows how you can change the name of a saved Report, 
how a Report can be deleted, and how you can modify the metrics
that will be displayed on a saved Report.
Exporting ReportsPresents how you can export a Report so it can be viewed
in any spreadsheet program.

Creating and Saving Reports in your Online account

You can create and save a Report to view it later. You can go back to your Online account anytime and pull up a saved Report.

Step 1:

Log in to your RingCentral Online Account

Step 2:

Go to Reports > Historical Reports.

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Step 3:

Click the Add New Add New button button.

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Step 3:

Enter a name for your Report, then click Save

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Step 4:

Set the filters for your Report, then click Apply All.

Queue Activity

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User Activity

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Phone Number

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Call Detail

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Step 5:

Click the Save icon Save icon to save the report you have generated.

[Back to Topics]

Customizing saved Reports in your Online account

There are times when you need to alter a saved Report. You can delete a Report when you no longer need it, rename an existing Report, or edit the metrics that will be displayed on a Report. These can be done from the Reports page in the Online account.

The table below summarizes the filters that you can use for each Report type. You can change the metrics that will be displayed on your Report by configuring the following filters.

Queue ActivityUser ActivityPhone NumberCall Detail
Call Queue
Dialed Number
Call Type
Call Length
User
Call Type

 
Dialed Number


 
User
Call Type

 


Select how you would like to customize your Report. Click any of the links below to learn more:

Renaming a Report 
Deleting a Report 
Modifying the metrics that appear on a Report 
 

Renaming a Report

This section demonstrates how you can change the name of a saved Report in the Online account. 

Step 1:

Step 2:

Click the Available Reports drop-down box. 

NOTE: The Available Reports drop-down box displays the name of the last displayed Report. Default is displayed if you have not saved a Report yet.

Select the Report that needs to be renamed — click the Available Reports drop-down box. 

Step 3:

Click the Edit icon Edit icon right across the Report to be renamed.

In this example, we will rename Quarterly report.

Click the Edit icon right across the Report to be renamed.

Step 4:

Enter the new name of the Report, then click SAVE.

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[Back to Customizing saved Report Topics]
[Back to Topics]


Deleting a Report

This section demonstrates how you can delete a Report in the Online account. 

Step 1:

Step 2:

Click the Available Reports drop-down box. 

NOTE: The Available Reports drop-down box displays the name of the last displayed Report. Default is displayed if you have not saved a Report yet.

Select the Report that needs to be renamed — click the Available Reports drop-down box. 

Step 3:

Click the Remove icon Remove icon right across the Report to be deleted.

In this example, we will delete Quarterly report.

Click the Remove icon right across the Report to be renamed.

Step 4:

Click Yes to confirm Report deletion.

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[Back to Customizing saved Report Topics]
[Back to Topics]


Modifying the metrics that appear on a Report

This section demonstrates how you can modify the data content of a saved Report in the Online account.

TIP: The steps below are applicable for saved Reports and for newly-generated Reports.

Step 1: 

Step 2:

Click the Available Reports drop-down box. 

NOTE: The Available Reports drop-down box displays the name of the last displayed Report. Default is displayed if you have not saved a Report yet.

Select the Report that needs to be renamed — click the Available Reports drop-down box. 

Step 3:

Click the name of the Report that needs to be modified.

If the Report has just been generated and only the filters need to be changed, skip this step and go to Step 5 instead.

Select the Report that needs to be exported — click the Available Reports drop-down box, then click the Report to show. 

Step 4:

Click GO to refresh the data.

Click GO.

Step 5:

Double check the filters, and change as needed.

In the example below, the User filter does not show any data. To make the report more helpful for analysis, the Report needs to be modified to include all Users or a specific set of individuals. 

To change the filters, click EXPAND, then select the filters. In the example, we selected some Users on the list.

Click Apply all.

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Step 6:

Click GO to refresh the data once again.

You should be able to see the columns or metrics that you need to appear on your Report.

Click GO.

[Back to Customizing saved Report Topics]
[Back to Topics]

Exporting Reports in your Online account

A generated or saved Report can be exported into a .xls format for analysis later on. This section shows how you can export Reports in the Online account. 

Step 1:

Access a Report in your Online account.

Step 2:

Click the Available Reports drop-down box.

If the Report has just been generated, skip this step and go to Step 5 instead.

Select the Report that needs to be renamed — click the Available Reports drop-down box.  

Step 3:

Click the Report to be exported.

NOTE: The Available Reports drop-down box displays the name of the last displayed Report. Default is displayed if you have not saved a Report yet.

Select the Report that needs to be exported — click the Available Reports drop-down box, then click the Report to show. 

Step 4:

Click GO.

Click GO.

Step 5:

Check your data filters.

Change the filter settings as needed. Otherwise, go to the next step.

Step 6:

Click the Export button Export button.

NOTE: You may also save the Report.

Click the Export button.



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