Generate and Export Reports

RingCentral Office®

category
Admin Guide

You can generate custom reports by settings filters that show the data you want. You can save Reports as a custom report, or export reports for later analysis.

Create a custom report by setting the filters you want, then selecting Go. Specify a fixed number of days, or a custom date range. Date and time information comes from the logged in user's regional settings. In the detailed report screens, you can click Expand to set more filters such as Call Type. Select the filters, and click Apply.

  • To save your custom report for future viewing, select the Add View icon, and enter a name for the custom view. When you click Save, the view is added to the menu of available reports.
  • To make changes to an existing report, select it from the menu, change the filters as needed, and click the Save icon.
  • To export a report, select the report you want to export, click Go, and click the Export icon. The report is exported as a Microsoft Excel file. To learn more, click here.

Administrators can also view the report dashboard from the RingCentral mobile app for iOS and Android. See the RingCentral Mobile App Guide for more details.

Reports for User Activity, Queue Activity, Phone Number, and Call Detail