How to create Insightly Voice call reports

With reports, you can identify all Insightly Voice calls that have been linked to an object.  

  1. Go to Reports and select an object and activity report. You can use this for any type of object, but for this example, we will look at the Contact Activity Report. 
    Insightly_Voice_54.png
  2. Click Add a Filter Row.
    Insightly_Voice_53.png
  3. Use the Filter By drop-down menu to filter by activity type. Use the Operator drop-down menu and select equal to.
    Insightly_Voice_55.png
  4. Type "call" into the Value field. Click Add.
    Insightly_Voice_56.png 
  5. The report will be populated by any calls linked to records of the object type.
    Insightly_Voice_51.png

 

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