For your convenience, your call and chat records are available through our online portal at my.call-ruby.com. You can view some basic analysis from the Insights page, but if you'd like to do a deep dive analysis of your activity, you're able to export the last year of activity with the following steps:

PDF or .CSV of All Activity for Invoice Period:

STEP 1: Login at my.call-ruby.com and go to Account
STEP 2: From Account, click on Insights and select the Invoice period and Account.
STEP 3: Click “PDF” or “Excel” button to download activity for the invoice period.

On the PDF copy, you'll see total number of inbound calls, as well as your billable minutes.

You'll also see columns containing the following information.

Date: The date the call or chat started
Time: The start time of the call. 
Caller ID: Caller's caller ID information
Outcome: The outcome of the call, as selected by the receptionist.
Billable Mins: Billable call time
Group Name: Which contact group the message was sent to.

Below are each of the columns of information in your exported Activity .CSV and what they contain: 

Task ID: Used internally for tracking each task
Date: The date the call or chat started
Caller ID Number: Caller's caller ID information
Time: The time the call or chat started
Outcome: The outcome of the call, as selected by the receptionist.
Billable Mins: Billable call time
Group Name: Which message group the message was sent to.
Form Name: Which message form was used to take the message. 

PDF Copy with Custom Search Filter:

STEP 1: Login at my.call-ruby.com and go to Activity
STEP 2: Use the dropdown to select a time frame up to one month and enter a search term with a minimum of three characters. 
STEP 3: Click Export PDF 
STEP 4: You'll see a pop-up with a tick box. Leaving the box unticked will export all activity records with a partial match - for example searching ‘ent’ will return results for ent, as well as dental and entomology. Ticking the box will return an exact match  - and will only include ‘ent’ and exclude partial matches.
STEP 5: Once you've confirmed your search parameters, click Export.