Exporting the Activity Log

Activity log data can be exported via email (as .csv or .xls) or via FTP/SFTP. Exports can be filtered by date range, tracking number, tracking source, and duration. Select the fields to be included in the exported file.

Exporting Calls

1. From the activity log, select Export at the top of the page.
   • If you wish to export all activities from this account with no filters or date ranges applied, scroll to Run Export.
2. Select your export method from the drop-down menu and confirm any required information (e.g., your email address for delivery or the server details for FTP/SFTP).
3. If you wish to refine your Export by a particular search term, enter your search term.
4. Use Filters to apply your desired date range, tracking numbers, tags, call duration, and more. If you have any saved filters, you can apply them on this page.
   
    

   TIP: If you have access to multiple sub-accounts within an agency, select Export for all sub-accounts to export activity data for all of them at once.

    
5. In the Formatting section, select your desired phone number and timestamp format.
6. The default file type for Export is CSV. Use the Export format drop-down to change this as needed.
7. The Fields section displays which fields will be included in your Export. By default, all fields are included (shown in the list on the right in this section). Click on field names to remove or include them.
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8. If you wish to use these settings the next time you export call data, check the box labeled Remember export options.
9. Run Export. If a large amount of data is exported, allow a few minutes for the report to to generate.

 

Scheduling Your Export

Once you have set up an export, scroll to the Schedule section to schedule exports to run at specific intervals. 

1. Choose a Delivery Interval: Daily, weekly, or monthly. 
2. If you want to include previously exported calls, turn on that option. 
3. Choose the Run At time. 
4. Click the Schedule Export button.
5. A pop-up will open, telling you the schedule has been saved. Click Close.  

 

 Additional Notes: 

• You can have 10 scheduled exports.
• If you do not receive the Export, it may be due to the size of the Export. Try exporting in smaller batches. 
• If you get an error on a scheduled export, re-create the scheduled Export to fix it. 
• When using the standard FTP export, port 21 is typically utilized.
• When using the SFTP export, port 22 is typically utilized.
• When using the SFTP export, you are required to select the secure checkbox.
  • You will not receive the SFTP export if the checkbox is not selected.