CSV Exports

You can export call data to a CSV file (which opens in Excel, Google Sheets, Numbers, etc.).

Triggering an export

Open Calls (opens in a new tab) from the sidebar.
Apply any filters you want — date range, agent, disposition, etc. The export uses the filters you have set.
Click the Export CSV button (typically near the top of the table).
The portal queues the export. Larger exports take longer.

You don't have to wait on the page — keep working. You'll be notified when the export is ready (if you've enabled the file-export notification in Settings (opens in a new tab)).

Finding completed exports

Open File Exports (opens in a new tab) from the sidebar — this shows every export you've requested, with status:

Pending — still running
Completed — ready to download
Failed — something went wrong; try again or contact support

Click Download on any completed export to save the CSV to your computer.

What's in the export

The CSV contains one row per call matching your filters, with columns for every visible field on the Calls table — plus a few extras:

Call ID
Started at
Ended at
Duration
ANI (caller)
DNIS (called number)
Agent
Campaign
Call type
Disposition
Notes (call log content)
Recording URL (if available)

Cost-related fields are intentionally excluded for customers.

Export size limits

Very large exports (hundreds of thousands of rows) may take a few minutes. The portal queues them as background jobs; you'll see the status update on the File Exports (opens in a new tab) page.

If an export sits in Pending for more than 30 minutes, contact support — something's stuck.

Re-running an export

There's no "re-run" button. Just go back to Calls, set the same filters, and click Export CSV again. Each export is timestamped on the File Exports page so you can keep multiple versions.

Privacy

Exports inherit your access. A customer's export contains only their company's calls. A supervisor's export contains only the companies they supervise. Exports never include data outside your access scope.

Calls — setting up the filter you want to export
Search & Filters — every filter explained

Notifications Search & Filters