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Owners, admins, and managers can download the numbers on the Reports page as CSV files. A CSV file opens in Excel and Google Sheets.

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Download a report

  1. Open Reports in the dashboard.
  2. Pick the Overview or Team Follow-up tab. The other tabs have no download.
  3. Set the date range, phone number, and conversation type you want. The download uses the same filters as the page.
  4. Click Download report CSVs on Overview, or Download report CSV on Team Follow-up.

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What you get

Overview downloads a zip file with one CSV for each section of the page, such as follow-up work, tasks, call categories, cancellations, and questions. The zip leaves out a section that has no data for your filters. Team Follow-up downloads one CSV with a row for each teammate.

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Limits

  • The category files list the top five categories. They don’t list every category.
  • Each file covers all the phone numbers you can see, or the one phone number you picked. No file has a row for each phone number. To get one location’s numbers, pick it in the phone number filter and download again.
  • Managers assigned to specific phone numbers get numbers for those phone numbers only.