Custom Reports

Custom reports let you combine the exact metrics and filters you need into a single view. Save that view so you can return to it anytime, or schedule it to arrive in your inbox automatically.

Building a Custom Report

1. Go to Analytics in the left sidebar.
2. Click Custom Reports.
3. Click New Report.
4. Choose the data source: Calls, SMS, or Combined.
5. Select the metrics you want included as columns (e.g., Total Calls, Avg Duration, Missed Rate, SMS Sent).
6. Add filters to narrow the data:
   • Date range
   • Agent or team
   • Phone number
   • Call direction
   • Disposition code
   • Tags
7. Click Preview to see the report before saving.

Saving a Report View

1. After building and previewing your report, click Save View.
2. Give the view a descriptive name (e.g., "Sales Team Weekly Call Summary").
3. The saved view appears in your Custom Reports list for one-click access.

You can create up to 25 saved views per account. Edit or delete saved views at any time from the Custom Reports list.

Scheduling Automated Reports

Instead of pulling reports manually, have JustCall email them to you on a recurring schedule.

1. Open a saved report view.
2. Click the Schedule button in the top-right corner.
3. Configure the schedule:

4. Click Save Schedule. The first report sends at the next scheduled time.

Managing Scheduled Reports

Go to Analytics > Scheduled Reports to see all active schedules. From this list you can:

• Edit — Change the frequency, recipients, or filters.
• Pause — Temporarily stop delivery without deleting the schedule.
• Delete — Permanently remove the schedule.

Use Cases

• Weekly sales review — A report showing calls made, connections, and dispositions per rep, delivered every Monday at 8 AM.
• Monthly executive summary — Total call and SMS volume, service level, and abandonment rate sent to leadership on the 1st of each month.
• Daily missed-call alert — A report listing all missed calls from the previous day, delivered each morning so managers can follow up quickly.

Related Articles

• Analytics Dashboard Overview
• Call Logs Export
• Scheduled Reports
• Analytics API Export