How to Use Call Summary Reports

How to Use Call Summary Reports

Call logs are great for reviewing individual calls, but Call Summary helps you understand the bigger picture: peak hours, missed-call trends, performance by extension, and activity by phone number—all in one place, filter by date range, switch between report tabs, and export your data.

Step-by-step: Access Call Summary & Export a Report

  1. Log in to your Zonitel Office Portal (office.zonitel.com).

  2. Go to Calls → Call Summary.

  3. Choose the report you want by clicking one of the tabs:

    • Extension Summary

    • Call Center

    • Calls by Hours

    • Phone Number Summary

  4. Set your Period (example: last 7 days / last month / last 6 months).

  5. (Optional) Adjust From Date and To Date if you need a custom range.

  6. Click Search to refresh the charts/data.

  7. Click Export and select your preferred format (the options shown depend on your account).

  8. Save the file and share it with your team—or keep it for your monthly reports.


What each report is best for

  • Extension Summary: Compare activity by agent/extension (great for coaching and accountability).

  • Calls by Hours: See when calls come in most and when missed calls spike (great for staffing decisions).

  • Phone Number Summary: Understand performance per location/department number (great for multi-number businesses).

  • Call Center: Track call center-related activity.


Pro tips (to drive adoption)

  • Run Calls by Hours weekly to see if you need more coverage during peak times.

  • If you notice missed calls after hours, consider combining this with Business Hours and Auto-Replies so that customers always receive a response.

  • Export a monthly Call Summary to track growth and prove performance improvements over time.


Need help?

Our support team can help with payment method questions:

  • Call us: (833) 966-4835
  • Email: info@zonitel.com
  • Text/WhatsApp: (833) 966-4835
  • Live Chat: Available through your account portal

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