Call Records Report Guide

The Call Records Report provides detailed information about telephone calls and transactions processed through the Paytia system. Below is an instructional guide on how to access, navigate, and utilize this report effectively.

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Accessing the Call Records Report

1. Log in to the Paytia platform.
2. Navigate to the Reports and Alerts section in the menu on the left-hand side.
3. Click on Call Record Report from the submenu.
   
   
   

Note: The Call Records feature is only available to users with a package that includes the call reporting license. If you do not see this option, contact Paytia Support or Sales to enable this feature.

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Contents of the Call Records

The report includes comprehensive details about all calls made or received through the Paytia platform.

Key functionalities:

• View call transaction details.
• Filter records by date, originator, or keyword.
• Export reports for offline analysis.
  
  
  

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Columns in the Call Records Report

The following columns provide detailed information for each call:

• CDR ID: Unique identifier for the call.
• Call From: Phone number initiating the call to the Paytia secure payment number.
• Call To (Paytia): Secure payment number selected by your business.
• Call To: Business telephone number Paytia forwarded the call to.
• Start Time: Timestamp for when the call started.
• End Time: Timestamp for when the call ended.
• Duration: Total time the call lasted (start to end).
• Ringing: Time elapsed between the call initiation and when it was answered.

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Export, Search, and Filter Options

1. Export Options:

   • Export All: Generates a complete Microsoft Excel file of all call records.
   • Export Search: Downloads filtered results based on your search criteria.
     
     

2. Filter Options:

   • Use the Filter By Date Range tool to select calls within a specific timeframe.
   • Use the Search by Originator dropdown to filter calls by their origin.
     
     
     

3. Search Bar:

   • Enter specific keywords or numeric values to refine the displayed data.
   • Example: Search for a specific phone number to view only calls from that number.
     
     

4. Show Entries Dropdown:

   • Adjust the number of records displayed per page for easier navigation.
     
     

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Usage Scenarios

• Call Tracking: Monitor calls made to your secure payment lines to ensure smooth transaction handling.
• Performance Analysis: Analyze call durations and ringing times to evaluate the efficiency of your system.
• Compliance Verification: Export reports for record-keeping or auditing purposes.

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Troubleshooting

If you encounter any issues or cannot see the Call Records menu:

• Verify that your package includes the call reporting license.
• Contact Paytia Support at support@paytia.com for assistance.

This guide ensures you can effectively access and leverage the Call Records Report to optimize your business operations and maintain detailed transaction records.