Create a report to find a call recording (Edify App)

Edify App > Analytics > Report library > Create a report to find a call recording (Edify App)

This article explains how to create a report to find a call recording in Edify App.

Steps

This report uses the User Call Data data source. Continue reading this section for steps on how to create the report.

2. Navigate to Analytics.

3. Click the New Report button in the top-right corner of the screen.

4. Provide a name for the report in the pop-up modal and choose the User Call Data data source.

Once you’ve created the report, you’re ready to configure the groups and fields to find a call recording.

5. Add the following columns to the report:

6. Click the Filters button to add a filter to the report. 

a. Add a filter for Created On to create a date range of when the call took place.

b. Add another identifying column, like:

i. Last Name (or another column sufficient to identify a queue user who handled the call).

ii. Phone Number (to identify the phone number of the customer who made the call).

7. Click the Build button in the top-right corner of the screen. Then, click the Save button.

8. If there are any call recordings that match your report parameters, they’ll be accessible under the Call Recording column by clicking the Call Recording button. Clicking the button opens a media file of the call in your web browser.