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stevestormoen
Employee
Employee

Invoca is a phenomenal tool for tracking and understanding your phone calls — but how do you actually access that data?

In your Invoca account, you have a full suite of reports to get you the phone call data you need. This article will help you learn what you can do with your Invoca reports, how to use them, and introduce you to a few advanced use cases as well.
  

What you can accomplish with your Invoca reports

"I wonder how my new landing pages are performing"
"Which media channel is driving the best performing calls?"
"Is my Invoca Tag capturing my marketing attribution data correctly?"


These are a few questions you can answer with your Invoca reports. Broadly, your Invoca reports are useful for two things: evaluating the performance of your calls, and checking the health of your Invoca platform. Here are a few examples:
 

  • The Calls report shows a list, updated in real time, with every single phone call that occurs in your Invoca account, and a wealth of information about those calls, from call and customer data to Signals and more.
  • The Custom Summary report is an actional, business intelligence-type report that organizes your phone call data by the performance of each Marketing Data field you’ve defined in your Invoca account, and allows you to pivot your reports on any Custom Data fields you’ve created with the “category” type. 
  • The Transactions report is a tool for troubleshooting your Invoca account, giving you a look into every single event that occurs during your phone calls — including calls, Signal transactions, and corrections — so you can diagnose any potential problems.

 

Using your Invoca reports

To access your Invoca reports, login to your Invoca account and click Reports in the gray menu ribbon. Then, select the type of report you'd like to view. In each report, you can use the filter tiles to focus on specific calls, or edit your reporting columns change the types of data you're viewing. You can learn more about using your Invoca reports in our aptly named article, Using your Invoca reports.

These tips can help you access your Invoca data, but what about how to utilize that data to improve your business? When you first set up your Invoca account, you might quickly find some areas of improvement, but your Invoca reports can also be a hub for continuous feedback and iteration. 

Have you found a configuration of your Invoca reports that works for you? Want to share that report with someone else on your business? Or, would you like to see new reports with your selected columns and filters on a regular basis? Check out our article How to save and schedule your Invoca reports  to learn how to do all of these things.
 

Advanced reporting use cases

Need a little bit more out of your reports? Don't worry, we still have a few tricks up our sleeve.

First, if you integrate Invoca with your other apps, don't forget that you can access Invoca data in those accounts as well. Sometimes reports from those systems can help you see your Invoca data in a whole new context.

Finally, you can export reporting data from your Invoca account en masse. Need a lot of Invoca data moved to analyze another system — one with which we don't have an integration? See our guide Using your Invoca reports to learn how to save your reporting data as a spreadsheet or CSV file.

That's the long and short of your Invoca reports. Need some more help getting started? Click the Contact Support button at the bottom of this article to get in touch with our friendly Customer Success team!
 

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