How to Build your custom reports on Telephony Data?

Overview

Custom Telephony Reports in Meritto enable tracking and analysis of call activities alongside lead data.

Report Creation: Build custom reports to monitor telephony interactions.
Data Customization: Filter and tailor reports based on specific call metrics.
Comprehensive Analysis: Gain insights into call performance and lead engagement.

This ensures effective tracking of telephony data, enhancing decision-making and operational efficiency.

Step-by-Step Guide to Build Your Custom Reports on Telephony Data

1. Accessing Telephony Data in Report Builder

Log in to your Meritto account.
Navigate to Reports and Analytics > Report Builder.
Click on the Create button.
Select the Lead/Telephony option from the available report types.

You will now be redirected to the Report Builder with access to both Lead and Telephony fields.

2. Building Custom Metrics on Telephony Data

In the Metrics section, click on the Create button.
Select the relevant Telephony fields you want to analyze.
Apply filters if needed.
Name the custom metric.
Click Create to include the metric in the report.

Your custom metric is now ready to use in your telephony report.

3. Adding Telephony Fields in Rows and Columns

Click on the Add option under the Rows or Columns section.
Select the required Telephony fields from the pop-up.
Click Apply to include them in your report.

🔹 You can mix Lead fields and Telephony fields to generate reports on the number of calls per lead or other related data points.
🔹 A maximum of 3 fields can be added to Rows and Columns at a time.

Your report will now display telephony data based on the selected fields.

4. Filtering Telephony Data in Reports

Click on the Add button under the Filter section.
Select the Telephony fields from the pop-up.
Click on Apply to put filters by selecting specific values from the available options.

The report will now show filtered telephony data, and these filters will also be available in workspaces and dashboards.

Points to Keep in Mind

You can combine Lead and Telephony fields to gain deeper insights into call activities.
A maximum of 3 fields can be added in Rows and Columns at a time.
Filters applied in Report Builder will also reflect in dashboards and saved workspaces.
Ensure you have the necessary permissions to access telephony data in reports.

Conclusion

Building custom reports on telephony data in Meritto empowers you to track call activities, analyze engagement patterns, and make data-driven decisions. By leveraging Report Builder’s customization options—such as filtering, adding relevant fields, and creating custom metrics—you gain deeper insights into call performance and lead interactions. This enhances operational efficiency, improves lead engagement strategies, and supports better decision-making for your business.