As mentioned previously, all calls placed and received will be displayed here. In the top section, you can filter out the calls for a specific search. We will see how to create advanced filters in the next lesson. You can quickly filter by the Source and Destination, as well as a Date Range by establishing the From and To date range. You can then click the green Refresh button in the lower right-hand corner to apply the filters.

Next, you have the Call Records table. You can choose how many entries to see per page. This table shows you the Date and Time the call was placed/received, the Caller ID information, From where the call was placed, To where the call was made, the DID number called, the Call Type, the Duration of the call from the moment it started ringing, the Talk Time from when the call was answered, the Account Code if it was used, the Customer Code if it was used, the Status, and the Call Recording.

If you have a Starter License or are subscribed to any of our Licensing Plans, you will have the CEL Events extended feature. We will see more about CEL events, and how to enable and configure them later.

This table of records can be exported in CSV or PDF format. You can then process this information using a number processing application.

You can listen to a call recording by clicking on the Play icon in the call recording column. This will open a modal with the call recording and will show a download button to download the call recording file.

This way you can listen to call recordings directly and download the files. For a more advanced way to manage and download call recordings, please refer to the Sonata Recordings lessons and manual.

When you have the CEL Events extended feature, you can click on the hamburger (three lines) icon under the CEL Events column for a specific call. CEL Events can show you the trajectory of a call and allow you to monitor and troubleshoot how a call behaves.

CDR is a useful and powerful tool to monitor the call history for the whole VitalPBX. Now let’s look at how we can filter the CDR records in a more advanced way.

First, we will need to enter a Description to identify the CDR filter. Next, we can add Duration and Talk Time Filters. This will limit the search to calls longer than a certain amount of seconds, but shorter than a certain amount of seconds. Duration is a call from the moment it starts ringing, and Talk Time is a call from the moment it is answered.

Afterward, we have Search Conditions. These are the heart and soul of our CDR filters. With these search conditions, we can make our CDR filters as specific as possible.

Search Conditions are comprised of the following aspects.

• Condition – This is the type of condition you are adding. There are two options, AND
  or OR. AND means that the condition has to be met for the filter to apply, and OR
  means that this is an optional condition. If you have experience with MySQL-type
  searches, these condition types will make more sense as these filters are basically a
  MySQL search.
• Search By – This is the field that this condition will consider in the search. You can
  choose between the following options.
• Caller ID – This will use the Caller ID information field.
• Source – This will use the source field. The source is who originated the call.
• Destination – This will use the destination field. The destination is the number
  dialed.
• DID – This will use the DID field. The DID is the DID number dialed. This is only
  for incoming calls.
• Account Code – This will use the Account Code field. An account code is
  created in Extensions and helps filter by group of extensions using the same
  account code.
• Customer Code – This will use the Customer Code field. A customer code is
  created in the customer code module. This is used to filter by a common
  customer type for easier searching.
• Status – This will use the Status field. The status is the outcome status of a
  call. This can be Answered, No Answer, Busy, or Failed.
• Call Type – This will use the Call Type field. The call type is the type of call that
  was made. This can be Internal, for calls between extensions, Incoming, for
  calls received through a trunk, Outgoing, for outgoing calls made through a
  trunk, and Transit, for incoming calls that came through a trunk and were
  routed to another trunk.
• Value – This is the value used for the Search By option.
• Exclude – This will determine if the condition will be included or excluded in the
  search.
• Mode – This is how the value is considered. You can consider the value Exactly as it
  is, Beginning with, is Contained within, or Ending with. Status and Call Type can only
  have Exact modes.

You can create as many Search Conditions as you need to make the CDR filter as specific as you want by clicking the green Add button in the right-hand corner. Remove them by clicking the red Trash button next to the condition. You can then proceed to Save.

For example, we can make a filter that searches for calls made by extension 2000, by setting a condition that uses the Source of 2000 and is matched exactly. Then we can have another condition saying that calls from extension 2000 were to other extensions, by setting an AND condition with the Destination set to Beginning with 20, as our extensions begin with 20. And we only want to see Answered calls so we add an AND condition with the Status set to Answered.

We can apply our CDR filter in the CDR reports at Reports > CDR Reports > CDR, and click Refresh.

As you can see, the CDR report will show calls that match our filter.