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Enhanced Inbound – Dashboard Reports

Inbound Call Dashboard Reports

View this video for instructions on creating Dashboard reports to track your Inbound Calls:

This video covers three scenarios:
  1. Calls for a Specific User during a time interval
  2. Calls with no Contact assigned
  3. Calls with no User assigned
Addendum to the Video: Reports for Calls to a Specific Number

You can add a custom field named “Inbound Number” to your Task Note record custom fields, by following these instructions.

When you have the Inbound Number custom field the call note records created for your Inbound Calls will specify the number that was called, and you can then use that field to filter your reports to focus on a specific Inbound Number.