Overview
The SalesExec Dialer Call Recording Report gives administrators and managers a single page listing all inbound and outbound call recordings, filtered by user. Use it for quality control, compliance reviews, agent training, and performance analysis.
Key Functionality
The report provides:
Recorded call archive: Stores all call recordings (inbound, outbound, transfers) linked to lead records.
Call metadata logging: Captures date and time, call duration, call type (inbound/outbound/transfer), agent, and outcome.
Routing and transfer history: Includes call routing details, transfer events, queue handling, and which agent handled the call.
Search and filter options: Filter by lead, user, date range, call type, or disposition.
Playback and export: Listen to recordings stored in the system, and export or download for offline review or compliance archiving.
Reporting and analytics support: Provides data for performance dashboards, agent review logs, conversion tracking, and compliance audits.
Before you Begin
You need access to the Reports section in SalesExec.
Confirm you have permission to view and play recordings. Contact your administrator if you cannot access the report.
Confirm call recording was enabled for the queue or call type at the time of the call.
How to Use This Feature
Access the report
Go to Reports.
Under RingResponse Reports, select RingResponse Call Recordings.
Set Filter Options
Filter | What it does |
Date | Filter by the date the call took place (for example, Today). |
Time Zone | Filter calls based on your time zone. |
Record Type | Choose the Record Type the calls originated in. |
Direction | Choose Inbound or Outbound. |
Sources | Filter by specific lead sources. |
Channels | Filter by specific Marketing Channel. |
Campaigns | Filter by specific Campaign. |
Include Disabled Users | Include users who are currently disabled. |
User | Filter and show call recordings by specific users. |
Select your desired filters.
Apply the filters to load the report.
Column Definitions
Column | Definition |
Call Date | Date and time of the call. |
From | Depending on the call direction, either the lead's phone number or the SalesExec Dialer number used to complete the call. |
To | Depending on the call direction, either the lead's phone number or the SalesExec Dialer number used to complete the call. |
First Name | The lead's first name. |
Last Name | The lead's last name. |
Call Origination | Whether the call originated as inbound or outbound. |
Marketing Channel | The marketing channel assigned to the lead. |
Lead Source | The lead source assigned to the call. |
Campaign | The campaign assigned to the call. |
User | The user who completed the call. |
Open Lead | A button that opens the lead. |
Call Recording | Playback control and download option for the recording. Duration is shown (for example, 0s / 2m 28s). |
Confirm it Worked
After you apply filters, the report displays call recordings matching your selections. Verify the date range, direction, record type, and user match what you set. To confirm a recording is available, check that a play button and duration appear in the Call Recording column. Use the download button to save the recording.
Best practices
Use the report for regular call audits. Listen randomly or target flagged dispositions to maintain quality.
Include recording review in agent training. Play back real calls to coach on conversions or lost opportunities.
Filter by high-priority campaigns or lead sources when auditing to focus on top revenue-driving segments.
Export and archive recordings periodically, such as monthly, if required for compliance or regulatory record-keeping.
Troubleshooting
Issue | What to check |
No recording link appears for a call | Confirm call recording was enabled at the time of the call. Check user permissions and system settings. |
Call metadata missing or incorrect | Verify sufficient data was logged. Some IVR or transfer flows may override or skip data capture if misconfigured. |
Unable to play a recording | Ensure you have proper permissions and the recording file is not corrupted. Try downloading instead of streaming. |
Report export fails or is slow | Use narrower date ranges or filter criteria to reduce volume. Heavy volume may cause timeouts. |
Users report recordings are not available | Review call flow settings to confirm recording was enabled for that queue or call type (inbound, outbound, transfer). |
FAQ
What does the Call Recording Report show?
All call recordings grouped on a single page, filtered by user, with call metadata, routing history, and playback controls.
Where do I find this report?
Under Reports > Sales Team & User Performance > SalesExec Dialer Call Recording Report.
Can I filter recordings by user?
Yes. Use the User filter. You can also include disabled users with Include Disabled Users.
Can I download a recording?
Yes. Use the download button in the Call Recording column.
Why is a recording missing for a call?
Recording may not have been enabled at the time of the call, or the call type or queue may not have recording configured.