Call Management – Detail Call Report

You can view your call details at any time by accessing the call reporting website at

www.callreporting.com.

You will get a display that should look like the image below:

Login Screen

Just enter your username and password and press the Login button.

Your username and password are provided from your administrator.

Once you log into the website, you will have access to the call details for your account

through the Call Reporting Options on the main screen.

Main Screen

1) Begin – Select the starting Month, Day, and Year you want the report to start

2) End – Enter the Month, Day, and Year you want the report to end

3) Set Begin/End Date to Current Date – this sets the date to the current date

4) Default Calls Only – this option allows you to view default calls. Not needed for

client logins.

5) Time Zone – Select the Time Zone your phone number is located

6) Sort by: Ani – this sorts the report in ascending order of the ANI

Sort by: Date – this sorts the report based on when the calls are received

When you have selected the date range, time zone,, and sort by selection, click the

View Calls button to view your call report. Below is an image of a sample of a call

report. You can also download this report in a comma delimited file that will open in

Excel by clicking on the Download Report link located at the top and bottom of the call

report details.

Call Reporting Details Screen 1

1) Date – this shows the date in which the call was received

2) Time – the time in which the call was received

3) Routed To – the phone number the caller was routed

4) DTMF – this displays any entries the caller entered into the dial pad

5) ANI – this displays the phone number the call was made (if you click on the

phone number, it will display the contact information for that phone number if it

is available through Google.com

6) City, State, Zip, County – this shows the geographic location of where the call

was made

7) DNIS – the phone number the caller dialed

8) Minutes, Seconds – displays the length of the call in minutes and seconds

9) Minute Cost, Per Call Cost, Total – price information (if any set) for that

particular call

If you scroll to the very bottom of the report, you will see a screen similar to what is

shown in the image below.

Call Reporting Details Screen 2

This shows the totals of the call reporting details. The amount of calls received, the

length of all the calls, the per minute cost of the calls, call costs, subtotal, taxes

incurred, and the total cost for that report in that particular date range.

Call Management – Routing

You can add, modify, and delete routing to your toll-free number at any time by

accessing the call reporting website at www.callreporting.com.

Routing Options

Basic

7) Add (Individual Records)– This will add an individual routing record

8) Modify/Delete (Entire Routing Database) – this allows you to view/edit/delete

routing in the database

Advanced

9) Areacode/Exchange (NPA/NXX) Routing – this allows you to add area codes,

area codes and prefixes to your routing database by state, county, zip code, and

Nielson DMA

10) Zip Code Routing – allows you to add zip code routing based on state, county,

Nielson DMA

11) Bulk Load – allows you to import from a tab delimited (txt format) or comma

delimited (csv format)

Call Counter

12) This tool allows you to set target numbers to receive a specific number of calls

between locations and stop them from receiving calls once they reach the

specified amount.

Create Client Login

13) Add (Individual Logins) – allows you to add customers logins and can be used to

track callers usage separately

14) Modify/Delete (Current Assigned Logins) – edit/delete customers

Repeat ANI

15) Only used with call rotations. It displays the customers telephone number and

the assigned target number they will reach every time, and how many times

they’ve called that target number.

Basic - Add

Clicking on the Add link on the Account Options screen will bring you to the screen

below:

Account Options - Add

Routing

1) ANI – You can enter in a 3 digit area code, 6 digit area code and prefix, zip code,

or a pin number depending on how you want your routing to be set up. For

example, if you want a specific area code to go to a certain number, you would

enter in the area code in the ANI field.

2) Override – if you have this box checked, it will update the existing ANI field with

whatever is entered into the Box #/Target field.

3) Box #/Target: This is where you would enter in the phone number to where you

would like to have the phone calls go if it falls under the ANI.

Basic - Modify/Delete

Account Options – Modify/Delete

You can do a search for a specific ANI or phone number by entering it into the ANI field

or the Box#/Target field and click Select. This will display all the target numbers and

ANI numbers depending on what you enter into the fields.

You can also select all the routing records by leaving the two fields blank and click

Select.

Go to the next image to see the quick search display.

If you happen to have area codes set up, you can easily delete the area codes from your

routing list, by selecting the state and clicking on delete. Please keep in mind that it will

delete all the area codes for that state.

Modify/Delete – Quick Search Results

From the Quick Search results, you can also modify the target number by clicking on

edit and changing the Target number.

You also have the option of deleting records from the routing database as well by

clicking on the checkbox for the row you want to delete and clicking the Delete button.

Advanced – Area Code/Exchange (NPA/NXX) Routing

Route By

1. State – This allows you to select the state and it will add all the area codes in that

state to the routing database

2. Zip code – This option allows you to enter in a 5 digit zip code and will add all

the area codes and prefixes in that zip code to the routing database

3. County - This option allows you to select a County, after selecting the state, and

will add all the area codes/prefixes in that county to the routing database.

4. Nielson DMA – This option allows you to select the Nielson DMA and will add

all the area codes/prefixes in that DMA to the routing database

Override – if this box is check marked, it will replace the target number with any and all

matching ANI based on what you select in the Route By options

Target – This field allows you to enter in a 10-15 digit telephone number or a box

number ID that we assign

Advanced – Zip Code Routing

Route By

1. State – This allows you to select the state and it will add all the zip codes in that

state to the routing database

2. County - This option allows you to select a County, after selecting the state, and

will add all the zip codes in that county to the routing database.

3. Area Code – This option allows you to enter the area codes into a table and will

add in all the zip codes within that area code into the routing database

4. Nielson DMA – This option allows you to select the Nielson DMA and will add

all the zip codes in that DMA to the routing database

Override – if this box is check marked, it will replace the target number with any and all

matching ANI based on what you select in the Route By options

Target – This field allows you to enter in a 10-15 digit telephone number or a box

number ID that we assign

Advanced – Bulk Load

1. Transfer Data – This is the main option. Select this when you want the tool to

import the data from column A as the ANI (area code, area code/prefix, zip code,

10 digit telephone number, a pin number ranging from 1-10 digits) field, and

column B as the target number field.

2. Zip Code to Area Code/Exchange – This option converts all the zip codes in

column A to area codes/exchanges (prefixes) on the fly.

3. Override – This will cause the target number field to be overwritten with the data

in the spreadsheet that has matching ANI

4. File Type – You are able to upload the file based on two types of file formats, tab

delimited and comma delimited files. Column A needs to be the ANI (area code,

prefix, zip codes) Column B needs to be the target number.

There should be no headers and no other columns than A and B.

Create Client Level Logins - Add Individual Logins

All required fields have a red asterix next to it.

1. Application Number – This is the database number assigned to the toll free

number

2. Target Number – Enter in the target(s) of the customer’s telephone number in

order for them to see the call detail reports.

3. Costs – You can set the costs you want to let your customers see what their usage

costs are. You can charge them a monthly fee, per minute fee, and per call fee. If

there is a fee you do not charge, just enter a 0.

4. Name – This field lets you set the name of the company or location to be able to

identify them in the call reports screen.

5. DNIS Display – This is the toll free number. This field can be numerical or alpha

characters.

6. Login – Assign the customer a username here. Must be unique

7. Password – The password field is case sensitive but does not need to be unique.

Create Client Level Logins – Modify/Delete Client Level Logins

This option allows you to modify existing customers or remove them from the database.

Lookups

This screen allows you to do a lookup of area codes, area codes/prefixes, and also zip

codes around other zip codes and npa/nxx, the distance between them, and other

informative lookup reports

Notifications

This screen allows you to set up email notifications to customers whenever they receive a

call.

When the client gets a call, they will receive the following email screen:

Info for Call 1

Date & Time : 29-May-2007 11:03:54 AM

Duration : 1m43s

Caller ID : 971-404-0761

DNIS : 1-800-TELE-SMART

Routed To : 503-642-5569

Recording : No

City of Caller : SAN BERNARDINO

State of Caller : CA

Zip Code of Caller : 92405

County of Caller : SAN BERNARDINO

Personal Options

This page allows you to add information the contact information for the company. This

is also the place to change your username or password.