How do I view and filter Call Reports in MyOperator?

How do I view and filter Call Reports in MyOperator?

⚡Quick answer -

Open Web Panel → Reports to visualise call volume, answer rate, and on-call time.

Adjust filters (date, grouping, call type) at the top to get the metrics you need. A summary view is also available in the mobile app.

When should I use this guide?

Use it whenever you need performance metrics by user, department, or an entire workspace—for staffing, QA, or monthly reviews.

1. Prerequisites 

Requirement

Why it matters

Reports → View permission

Grants dashboard access

Desktop browser

Full feature set

Mobile app (optional)

Needed for “Mobile source” data

Date range ≥ 30 days

Enables Monthly view

Watch the video walkthrough

2. Reports vs Call Logs 

Feature

Reports (Dashboard)

Call Logs (Timeline)

Granularity

Aggregated metrics

Per-call details

Exports

PNG / CSV per widget

CSV/Excel (filtered)

Filters

Date, Grouping, Source

Date, Status, Number

Mobile availability

Quick views

Not available

3. Step-by-step: view Reports (Web)

  1. Log in to MyOperator Web Panel.

image.png

Alt text: MyOperator dashboard

  1. Click Reports in the left sidebar.

image.png

Alt text: Click Reports

  1. Use top filters: 
    1. Time Frame: Today, Week, Month, Custom
    2.  Grouping: User, Department, Group 
    3. Call Type: Incoming / Outgoing

Navigate to “All Company Data” /departments (top-left) to see combined reports if you have multiple groups

image.png

Alt text: Use filters and see the combined reports

  1. Click widgets (Overview, Trends, Performance) to drill down.
  2. Hover any widget → Export → CSV/PNG if you need a download.

4. Step-by-step: quick views (Mobile) 

  1. Install & sign in to the MyOperator mobile app.
  2. Tap Reports.
  3. Choose the Time frame and Grouping.
  4. Swipe across Overview → Trends → Performance.

5. What you’ll see (charts & filters) 

• Pie chart: Connected vs Missed.

• Line chart: Daily/Weekly call volume

• Pickup% tables for Users & Departments.

• On-Call-Time table: total minutes / avg duration.

Filters affect all widgets instantly.

image.png

Alt text: Charts and filters

6. Success checklist 

✓ Widgets refresh after changing a filter

✓ Metric totals change as expected (verify with screenshot or export).

✓ Monthly option appears for ≥ 30-day ranges.

7. Edge cases & limits 

• Mobile metrics populate only after the same account signs in on the app.

• Large ranges may take a few seconds to load; narrow the range for faster performance.

• “Monthly” button disabled for ranges < 30 days.

8. Troubleshooting & escalation 

Issue

Quick fix

Escalate to

Reports menu missing

Ask Admin for Reports → View

Workspace Admin

Monthly disabled

Expand range to ≥ 30 days

—

Charts empty

Widen date range or clear restrictive chips

—

Mobile data absent

Log into the mobile app → confirm sync

—

Keywords: call reports, view reports, filter reports, performance dashboard, MyOperator

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