Call Report Follow
If your firm utilizes Law Ruler’s Smart Dialer (the built-in softphone, also known as the dialer) then you will be able to use this report to keep track of the calls that are made and received in your portal.
- Using the blue menu on the left-hand side of the screen, click on “Reports”. Only users with the Reports user permission will have access to this screen.
- Navigate to the “Call Report” page.
- At the top of the page, you will be able to apply a date range to the report as well as any of the available filters. You can further narrow down the results of the report by choosing an option from the Call Direction dropdown. If inbound calls are sourced from a website that has DNI installed, you will also be able to search by keywords or landing page/website. Once you’ve applied a date range and filters, click on the “Run Report” button.
The graph that is shown will be updated to display the data represented by the date range and filters applied. Beneath the graph, you will see a list of the calls with details regarding each call. You can use the button under the Play column to listen to the recording of any call (if it’s available).
- To download the report, you will have a couple of options. The “Export as Excel” button will download the report in a spreadsheet format, whereas the “Export as PDF” button will download the report as a PDF file.
If you would like to schedule this report so that it is automatically delivered, click on the “Schedule Report” button. In the small pop-up that appears, you will be able to give the report a name, select the delivery frequency, the time of day when the report should be delivered, and enter the email addresses of any individuals who should receive this report. Lastly, click the “Save” button to schedule the report.