Advanced Analytics - Reports - Creating a New Report

Modified on Thu, 21 Dec 2023 at 06:16 PM

Description: The purpose of this article is to provide a detailed overview of the process for creating Reports through the Reports section of Ooma Enterprise Advanced Analytics.


The purpose of this article is to provide a detailed overview of the process for creating Reports through the Reports section of Ooma Enterprise Advanced Analytics.


To do so, click on the "+Create report" button.

Upon clicking the button, a pop-up dialog menu will appear on the right-hand side of the window. This menu allows you to select the Report Type of the newly created report. 


The available options for Report Types vary depending on the license you possess.

Depending on the license being used, the user has access to different sets of Reports. There are four types of licenses: 
- "Reports Supervisor" (included). 
- "Analytics Supervisor" (add-on):  it is obtained per user, per month. It provides all the features of the "Reports Supervisor" license plus access to an Analytics Dashboard (no agent/queue or live call data). 
- "Live Analytics Supervisor" (add-on): it is obtained per user, per month. It provides all the features of the "Analytics Supervisor" license plus access to live (in-progress) call data via the Live Analytics Dashboard and the Live Analytics Wallboard. 
- "Contact Center Supervisor" (add-on): it is obtained per user, per month. It provides all the features of the "Live Analytics Supervisors" plus Contact Center Dashboard feature and gent grids including state control and call monitoring (Queue grids with associated states and status).  

Below, you will find a pivot table that presents essential details regarding the Report Types and their corresponding Report Templates.

Report Type

Report TemplateDescription
Which type of call data is reported on
Click-Through Report
Call CostsCall Cost by NumberCall data grouped by telephone number.Non-segmentedCall List (Rated Calls non-segmented)
Call Cost by Number TypeA summary of the number of external calls by the type (Local, National, or International) of the call.
Non-segmented
Call List (Rated Calls Non-segmented)
Call Cost by UserA summary of calls handled by each user.Segmented

Call List (Rated Calls Segmented)

Call List (Rated Calls Non-Segmented)Only the aggregated data for an entire call is displayed.Non-segmentedn/a
Call List (Rated Calls Segmented)Expands every segment of a call into separate rows.Segmentedn/a
Call ListsCall List (Abandoned Calls)Displays incoming calls that were never answered.Non-segmentedCall Session View
Call List (Internal)A list of individual internal call segments.SegmentedCall Session View
Call List (Non-SegmentedOnly the aggregated data for an entire call is displayed.Non-segmentedCall Session View
Call List (Recorded Calls)A list of all calls with an associated recording.Non-segmentedCall Session View
Call List (Segmented)Expands every segment of a call into separate rows.
Segmented
Call Session View
Call List (Trunk-Trunk)A list of individual trunk-trunk call segments.
Segmented
Call Session View
Call List (Unreturned Abandoned Calls - no filter)A list of abandoned calls that have not been successfully called back (with no filter applied to the returned calls).Non-segmentedCall Session View
Call List (Unreturned Abandoned Calls)A list of abandoned calls that have not been successfully called back.Non-segmentedCall Session View
Call Tag Reports
Call Tag Summary
A summary of the number of calls with a specified tag.Non-segmented

Call List

(Non-Segmented)

Caller ID & DID ReportsCalls by Area CodeA summary of the number of calls by area code.Non-segmentedCalls by Location
Calls by CountryA summary of the number of calls by country.Non-segmentedCalls by Area Code
Calls by DIDCall data grouped by DID.Non-segmentedCall List (Non-Segmented)
Calls by LocationA summary of the number of calls by location.Non-segmentedCall List (Non-Segmented)
Calls by NumberCall data grouped by telephone number.Non-segmentedCall List (Non-Segmented)
Calls by Number TypeA summary of the number of external calls by the type (Local, National, or International) of the call.Non-segmentedCall List (Non-Segmented)
Calls by Service NumberA summary of calls received by DID or made using the same presentation number.Non-segmentedCall List (Non-Segmented)
Calls by State/ProvinceA summary of the number of calls by state/province (NANPA region only)Non-segmentedCalls by Area Code
Outgoing Calls by Caller ID NameA summary of the number of outgoing calls by outgoing presented name.Non-segmentedCall List (Non-Segmented)
Outgoing Calls by Caller ID NumberA summary of the number of outgoing calls by outgoing presented number.Non-segmentedCall List (Non-Segmented)
Top Dialed NumbersA summary of the number of outgoing calls by telephone numberNon-segmentedCall List (Non-Segmented)
Top Received NumbersA summary of the number of incoming calls by telephone number.Non-segmentedCall List (Non-Segmented)
PerformanceAbandoned Calls by DayA summary of the number of abandoned calls by day.Non-segmentedCall List (Non-Segmented)
Abandoned Calls by Day & TimeA summary of the number of abandoned calls by day and time.Non-segmentedCall List (Non-Segmented)
Abandoned Calls by TimeA summary of the number of abandoned calls by time.Non-segmentedCall List (Non-Segmented)
Service Level by DayA summary of the service level performance by day.Non-segmentedCall List (Non-Segmented)
Service Level by Day & TimeA summary of the service level performance by day and time.Non-segmentedCall List (Non-Segmented)
Service Level by TimeA summary of the service level performance by timeNon-segmentedCall List (Non-Segmented)
Queue ReportsCall List (Queue Calls)A list of individual call segments that involve a queue.SegmentedCall List (Segmented)
Calls by QueueA summary of calls handled by each queue.SegmentedCall List (Segmented)
Queue Calls by DayA summary of the number of queue calls by day.SegmentedCall List (Queue Calls)
Queue Calls by Day & TimeA summary of the number of queue calls by day and time.SegmentedCall List (Queue Calls)
A summary of the number of queue calls by time.A number of queue calls by day and time period.SegmentedCall List (Queue Calls)
Queue PerformanceA summary of the number of calls handled by each queue.SegmentedCall List (Segmented)
Route Path ReportsIncoming Calls by Route Path NameA summary of the number of incoming calls by route path name prefix.Non-segmentedCall List (Non-Segmented)
Incoming Calls by Route Path NumberA summary of the number of incoming calls by route path number prefix.Non-segmentedCall List (Non-Segmented)
Time-Based ReportsCalls by DayCall data grouped by day.Non-segmentedCalls by Time
Calls by Day & TimeCall data grouped by day and time.Non-segmentedCall List (Non-segmented)
Calls by Day of WeekCall data grouped by day of the week.Non-segmentedCalls by Time
Calls by Day of Week & TimeCall data grouped by day of week and time period.Non-segmentedCall List (Non-segmented)
Calls by DurationA summary of the number of calls by the duration of the call.Non-segmented
Call List (Non-segmented)
Calls by Hold TimeA summary of the number of calls by the hold time of the call.Non-segmentedCall List (Non-segmented)
Calls by MonthCall data grouped by month.Non-segmentedCalls by Week
Calls by Ring TimeA summary of the number of calls by talk time of the call.Non-segmentedCall List (Non-segmented)
Calls by Talk TimeA summary of the number of calls by talk time of the call.Non-segmentedCall List (Non-segmented)
Calls by TimeDisplays statistics about the number of calls handled every half-hour.Non-segmentedn/a
Calls by WeekCall data grouped by week.Non-segmentedCalls by Day
Trunk UsageTrunk activity broken down by half-hour.Non-segmentedCall List (Non-segmented)
User & Device ReportsCall by DeviceCall data grouped by device.SegmentedCall List (Segmented)
Call by UserA summary of calls handled by each user.SegmentedCall List (Segmented)
Calls by User GroupA summary of the number of calls by user group.SegmentedCall List (Segmented)
Calls Completed by UserA summary of the number of calls completed by a user.SegmentedCall List (Segmented)


Once you have chosen the Report Type and Report Template you want, you will proceed to the next configuration step, where you can set a filter.


There are four fields that need to be configured here:

  • Name: within this field, you can set a custom name for the newly created report. By default, this field contains the name of the previously selected Report Template.

  • Default Filter: when you click on this field, a drop-down list of existing filters will appear, allowing you to choose the desired one. 

These filters can be found in the "Filters" section of Advanced Analytics.


  • Default Data Range: within this section, you have the ability to define the date range for which the selected filter (described earlier) will be applied.

When you choose the "Custom..." option, two additional fields will appear that you can use to set a custom date range.

  • Limit to time range: when you enable this option, two new fields will appear that you can use to set a custom time range.


Once you click the "Save and run" button, the system will generate the new report and add it to the table of existing reports


If you wish to learn more about the reports' designs, you can refer to the corresponding article.


For further information on editing Reports, please refer to this link which will direct you to the relevant article:

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article