Call and Appointment Reports

Call Reporting

What is on the page

Click Search at the top of your screen, type Call Reporting and open it. Set a date range first.

Calls coming to you

Incoming calls are people who already want something. Every missed one is a person who may call someone else next.

Where most people learn the most

Calls your team made

Click between Incoming and Outgoing and the charts and table follow the tab you are on.

Use the number filter for one number

The donut chart

A round chart that splits incoming calls by status, like answered, missed, and busy. A big missed slice is a pickup problem.

Hover a slice to see its count

Where calls come from

Top Call Sources shows sources like Google organic search or paid search, with total calls, deals won, and call length.

Compare calls with deals won

History and export

The call table lists your calls. Look for the export option to save a CSV and pick which columns to include.

Filter first, then export
Confirm the button label on screen

Appointment Report

Bookings at a glance

Search for Appointment Report and open it.

Simple number boxes

Boxes for statuses like booked, confirmed, and cancelled. If cancellations jump, you see it here first.

Use calendar and user filters

Where bookings came from

A donut chart that shows the source of your appointments.

Hover a slice for details

Which calendars get booked

Shows which calendars get the most bookings. Other top lists show users and busy days of the week.

Also spot cancellations and reschedules

Key terms

Definitions

Tap any term to expand it.

A round chart that splits a total into slices, like answered and missed calls.

A list of where calls come from, with total calls, deals won, and call length.

A plain file of rows and columns you can open in Excel or Google Sheets.

A number box in the Appointment Report for a status like booked or cancelled.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Search for Call Reporting, click Incoming, set last 30 days, and look at the missed slice.

Find Top Call Sources and note which source has the most deals won.

Search for Appointment Report and read the status counters and the source donut.

⚡ Tips

Call Reporting may need a higher plan level, so confirm it appears in your account.
Filter first, then export, so the file matches what you see.
Some calls show more than one recording, so look for a small dropdown on the row.
A source with fewer calls and more deals won may be doing the real work.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

What does a big missed slice on the status donut tell you?

Which section shows total calls, deals won, and call length by source?

A plain file you can open in Excel or Google Sheets is a ____.

The Appointment Report's number boxes for booked and cancelled are called status ____.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

📞 Check my missed calls

You are a practical call reporting helper helping me review my incoming call report. My context: - [date range I picked] - [how many calls were answered and missed] - [which phone number I filtered to] Give me: - A plain reading of my status donut - Two questions to ask about my Top Call Sources - A short checklist for my next review Use plain words and keep it under 250 words. Finish by asking me: "How many of your incoming calls were missed?"

📤 Plan my CSV export

You are an organized spreadsheet helper helping me export my call table. My context: - [what I want to review in the file] - [filters I will apply first] - [who will open the file] Give me: - Which columns to include and why - The steps to filter first, then export - A file name that includes the date range Keep it simple and confirm button names on screen. Finish by asking me: "What will you do with the file once it is exported?"