Web Call History

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Path: Callproof Support - Website - Dashboard - Web Call History


Call History

View and review phone call activity across your organization. The Call History page allows you to monitor mobile calls, recorded calls (when enabled), search and filter call records, review call details, and export call history reports.

Mobile Calls
Recorded Calls

Navigation: DashboardCall History

Note: In some companies, this menu appears as Dashboard & ReportsCall History.

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Dashboard.
  3. Select Call History.
  4. The Call History page opens.
  5. By default, the Mobile Calls tab is displayed.
  6. If your company uses Twilio call recording, click the Recorded Calls tab to view recorded call history.

Search and Filter Calls

Use the search filters to locate specific call records.

Mobile Calls Search
Recorded Calls Search
  1. Open Call History.
  2. Select either the Mobile Calls or Recorded Calls tab, if available.
  3. Configure one or more search filters:
    1. Start Date
    2. End Date
    3. User (Managers and Market Managers)
    4. Show Inactive Users
    5. Type (Call Type)
    6. Sort
    7. Max Results
    8. Markets (Managers and Market Managers)
    9. Personal (when personal call tracking is enabled)
  4. Click Search.
  5. The matching call records are displayed.
  6. Use the pagination controls to browse additional results.

View Call Details

Review detailed information for individual calls.

  1. Open the Call History page.
  2. Locate the call you want to review.
  3. Click the related Account or User link to open additional information.
  4. If viewing a recorded call, play the recording when available.
  5. If enabled, view the call transcription.
  6. Optionally add or update a Call Note or Call Evaluation using the available note dialog.

Export Call History Report

Generate a report containing the filtered call history.

Mobile Calls Export
Recorded Calls Export
  1. Open DashboardCall History.
  2. Apply the required search filters.
  3. Click Search.
  4. Click Export Call History Report.
  5. Alternatively, click Export Calls from the right sidebar.
  6. The Export Calls page opens.
  7. Optionally enable Only Include Notes within Date Range.
  8. Click Export Calls.
  9. Confirm the export if prompted.
  10. The export is processed in the background.
  11. When complete, an email containing the download link is sent to you.
  12. You can also access completed exports from your user Exports list.

Additional Features

  • View both Mobile Calls and Recorded Calls (when enabled).
  • Open related accounts and users directly from the call history.
  • Listen to recorded calls and review call transcriptions when available.
  • Add or update call notes and evaluations.
  • Export filtered call history for reporting purposes.

Notes

  • Export is available only to users with export permission.
  • Only one call history export can run at a time. Wait for the current export to complete before starting another.
  • Managers can access Call Overrides from the right sidebar when needed.
  • The Recorded Calls tab is available only if your company uses Twilio call recording.