Filters

 Filters can be applied in the Activity log using the Filter button or the search bar. To do so, navigate to Activities > Calls and click on the Filter button, or use the search bar.

Applying Filters via the Built-In Interface

You can also use our filter interface to review desired data. This tool lets you filter by tags, agents, type, source, tracking number, receiving number, route, status, transfers, keypress, activity duration, custom fields, score, visitor data, audio, transcription, first-time contact, excluded/reported activities, and missed calls.

You can also filter on includes/excludes and set/not set for many of the options.

Note:

• Excluded activities have been removed from your call log by clicking on the red flag icon and excluding them from there or by a trigger. 
• Missed calls fit the following criteria:
  • Inbound call
  • No agent assigned
  • Routes to a call queue, but it hasn't been answered

Auto Filter

The Auto Filter feature can be used to auto-load the filter you've set for your Call Log.

Once you've created or selected a filter, click the drop-down arrow next to Stop Auto Load. Then, click Auto Filter. After selecting Auto Filter, you will see a check mark next to it. 

Applying Filters via the Search Bar

You can filter the Activity Log and CTM reports using a variety of data points. The easiest way to filter is to use the search bar in the top-left navigation. Within the search bar, you can enter prefixed keywords for filters that can be applied without going to the built-in filter interface (as shown in the next section of this article).

Using a simple syntax, you can construct search queries to filter various reports and the Activity Log and view the desired data.

Below is the full list of filter columns that may be applied:

Search Query Name	Search Query Description
name	name of contact field
cnam	the cnam database name field
search	the raw search query e.g. (not provided)
referrer	the full referring URL
location	the full landing URL
source	the Tracking Source name
direction	entry type, e.g. inbound, outbound, form, msg_inbound, msg_outbound
email	contact email address
street	contact street
city	contact city
state	contact state
tracking_label	the name provided on the tracking number dialed
status	the entry status, e.g. answered, no-answer, in-progress, etc…
medium	advertising medium
paid.campaign	advertising campaign
paid.keyword	advertising paid keyword
paid.ad_group	advertising paid ad group
tag_list	list of content tags applied to the contact record of the activity
is_new_caller	was the activity a new activity or a repeat activity
inbound_rate_center.tollfree	if the tracking number is toll free or not toll free
inbound_rate_center.country	country of the dialed tracking number e.g. GB, US, AU, etc.
agent.name	Name of the agent dialed
business_label	Name of the receiving number dialed
gender	Gender of the contact e.g. male, female
sale.name	The reporting tag label
_missing_	include results when a specific field is missing
_exists_	include results when a specific field exists.
transcription	transcription of the call.