User Guide: PurpleUC Call Logger (v1.1)
You can use the PurpleUC Call Logger to access information about the calls you have made and received, run and schedule reports, and access call recordings
In order to access the system, you will need a username and password, which will need to be set up for you by PurpleUC. If you do not have one, please email helpdesk@purpleuc.com and submit a request. One you have those credentials, you can login at logs.purpleuc.com
NOTE: You may have access to all users' call records, a group of users, or just your own records. This may have been specified by your system administrator. For the purposes of this guide, we are going to assume access to all call records.
The Dashboard
- Once you have logged in your will presented with the Dashboard, which by default will show inbound calls by agent, for all agents, for today.
- You can quickly change the view to outbound, yesterday, last 7 days, etc. by clicking on the controls at the top left of the screen.
- From the Dashboard view you can drill down on a specific agent's calls by clicking on the purple bar next to their name, in this case John. This will take you to the reports section, and effectively run the report for you.
- You will see the agent name, call ID, date and time, the caller's number and the duration of the call.
Running Reports
- If you would like to run get more complicated information, click on "Reports" at the top of the screen
- Select the type of report that you would like to run from the drop down menu
- The other search fields and filters will vary depending on the type of report that you choose.
NOTE: Whether or not you have any Departments to choose from, will depend on the permissions granted to your by your administrator.
- You can export the results of your report as a csv file or PDF.
Retrieving Call Recordings
- If you run a type of call report that shows itemized or individual calls, you will be able to click on the icon on the right hand side to download a copy of the call recording.
NOTE: In order to be able to download call recordings you will need to have the Call Recording option enabled on your system, and have the download permission granted to you by your administrator.
Report Templates and Scheduling
- Once you have set up a report the way you like it, you can click "Save Template" and save the report as a template for future use.
- Once you have saved a template, you can select it from the "Templates" drop down menu in the Reports screen.
- Once you have saved a report as a template, you can then schedule that report to be emailed to you at a specific time.
- Select the template and run the report, as you would normally, then click on "Schedule Report"
- From the settings menu you can edit templates and schedules that you have previously created.
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