In your Invoca account, you have access to reports on all the phone call and marketing attribution data you collect with Invoca. This article will help you become a master of your reporting suite, so you can find the information you need quickly and easily.
To access your Invoca reports, log in to your Invoca account and click Reports sidebar menu. Then, select from the list of reports which one you’d like to view:
Different Invoca reports are available to users with different permissions levels. The full list of reports for a Network, Advertiser, or Publisher account are available to each user on that account. "Super", "Manager" or "Member" users on a Network account can also view reports for each Advertiser and Publisher in their network — so you can see the same reports that your advertisers or publishers see.
After you choose a report to view, you have an enormous amount of flexibility to filter and sort your data to make it more usable. Let’s use the Calls report as an example:
Now that you’ve found actionable data within your Invoca account, it’s time to use it! First, you can click the Share button to copy the URL of your current report view to clipboard. Email or message that URL to any other user in your Invoca account with reporting access and they'll be able to see exactly what you do!
You can also click the Save button to hold on to this reporting view for easy access later, or click the Clock icon to schedule that report to run regularly, so you can gain insights into your phone calls over time. Follow our guide How to save and schedule your Invoca reports to learn more.
You can also export your reporting data to an Excel spreadsheet or CSV file, either to back up before Invoca no longer maintains your data, or to import it to another system. To do so, access any Invoca report and click the download button. then follow the prompts from your web browser to save your new file. If your report has 2,000 rows or more, however, it won’t download right away. We’ll process your request in a queue, then send you an email notification with a download link when the export is completed.