Can I create filters for specific users or customers?

Can I create filters for specific users or customers?

Quick Answer:
Yes. In MyOperator, you can create custom (advanced) filters in the Call Logs section to view call data specific to individual users, customers, departments, call types, or time ranges. These filters help you track user-specific or customer-specific call performance, missed calls, and activity trends without manually going through the complete call log list.


WHEN TO USE THIS FEATURE

Use filters when you want to:

  • Analyze calls handled by a specific agent or department
  • Track all interactions from a particular customer number
  • Identify missed calls from key customers
  • Generate performance reports for a specific time or call type
  • Export filtered data for analysis or follow-ups

TYPES OF FILTERS AVAILABLE

MyOperator offers two types of filters:

Type

Description

Example

Default Filters

Pre-built filters available by default.

Missed Calls, Connected Calls, Incoming, Outgoing

Advanced Filters

Custom filters created by you using multiple criteria.

Calls handled by Agent ‘Rohit’ between 10 AM–6 PM on 25 Nov, All missed calls from customer +91XXXXXXXXXX


HOW TO CREATE A FILTER FOR SPECIFIC USERS OR CUSTOMERS

Follow these steps to create a custom (advanced) filter:

  1. Log in to your MyOperator Panel.
  2. From the left menu, click Call Logs.
  3. On the left-hand side, click Advance (beside Filter List).
  4. In the Criteria field, choose what you want to filter:
    • User/Agent Name – to view calls handled by a specific user.
    • Customer Number – to track calls from a specific customer.
    • Call Type – Missed / Connected / Voicemail / Outgoing.
    • Department – to filter calls routed to specific departments.
    • Date & Time Range – to define the analysis period.
  5. Click Apply to view the results.
  6. To save your filter for future use, click Save Filter, assign a name (e.g., “Rohit - Missed Calls”), and click Save again.

You can now access this saved filter anytime from your Filter List panel.

Set filter for specific user


EXAMPLE USE CASES

Objective

Filter Setup

View all calls handled by a specific agent

Criteria → User: [Agent Name]

View all calls from a particular customer

Criteria → Customer Number: [Customer’s Number]

View missed calls from premium customers

Criteria → Call Type: Missed + Tag: Premium

View calls for a department during a campaign

Criteria → Department: Sales + Date Range: 1–7 Nov


EXPORT FILTERED LOGS

You can also export filtered logs directly to your email for deeper analysis:

  1. Go to Reports → Exports → Logs.
  2. Re-enter the same filter criteria (User, Customer Number, Date, Call Type).
  3. Click Export → Enter your email ID → Click Send.
  4. You’ll receive the filtered log report in your mailbox (export time depends on log volume).

TIPS & BEST PRACTICES

  • Keep the filter results below 5,000 logs for faster export performance.
  • Use naming conventions for saved filters like “Sales-Team-Nov-Calls” for easy tracking.
  • Use User filters weekly to evaluate agent productivity and missed call patterns.
  • Combine filters (e.g., “User + Missed Calls”) to identify specific issues or performance gaps.
  • Only Pro or Admin users can access all logs; agents can view only their own activity.

TROUBLESHOOTING

Issue

Cause

Solution

Filter not showing results

Incorrect criteria or date range

Verify selected fields and adjust date/time.

Export file not received

Export size too large

Reduce filter data to <5,000 records or try again after 24 hours.

Filter option disabled

Limited access rights

Contact your panel Admin to enable reporting access.


In Summary:
Yes, MyOperator allows you to create custom filters for specific users or customers in the Call Logs section. This helps in monitoring performance, tracking customer interactions, and exporting precise data for reporting — saving time and improving operational visibility.


Keywords: user-specific filters, customer filters, filters.write scope, dashboard pre-filter

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