If you’ve ever found yourself needing a detailed look at your organization’s call activity, you’re not alone—and ISI Analytics has made it easier than ever to access, customize, and export call data with our new report engine. In our latest Customer Success Office Hours session, Adam Vicencio takes you step-by-step through the Call Record Search feature, showing off the speed, flexibility, and power of our redesigned reporting tool.
🎥 Watch the full session here »
In just under 20 minutes, you’ll learn how to build meaningful, easy-to-read reports using filters, fields, and smart formatting—no matter your platform or skill level.
👋 Meet Your Guide: Adam Vicencio
Adam’s been a vital part of ISI Analytics for over six years, bringing real-world experience and a bit of lightheartedness (yes, even daring to put ketchup on a Chicago dog!) to every conversation. Whether you’re a seasoned user or just getting started, Adam’s walkthrough will leave you confident in navigating the report engine.
🔍 What You’ll Learn in the Video:
The session covers the full journey from login to export:
⏱ Key Moments
• 00:03 – Welcome and introduction
• 01:14 – Overview of Call Record Search
• 03:19 – Accessing the ISI Analytics dashboard
• 03:55 – Selecting the Call Record Search template
• 05:04 – Using categorized filters (and why that matters!)
• 08:58 – Adding and organizing fields
• 10:39 – Choosing between previewing vs. running a report
• 12:51 – Viewing and interpreting results
• 13:30 – Exporting reports (including tips for Excel vs. CSV)
• 15:00 – Saving reports for easy reuse
• 16:03 – Accessing your report history
Adam doesn’t just show you how to run a report—he explains how to make it work for your specific needs, whether you’re tracking internal calls, checking ring time, or isolating a call by phone number (even if the number format varies).
🛠️ What’s New in the Report Engine?
• Improved UI: A faster, smoother experience with intuitive navigation.
• Categorized Filters and Fields: Easily find what you need—no more guessing.
• Dynamic Previews: See what your report will look like before you run it.
• Export Notifications: Get alerts when your larger reports are ready.
• Historical Reports: Quickly access previously run reports from your history.
Whether you’re analyzing call volume by department, identifying missed calls, or creating reports to share with leadership, Call Record Search gives you the flexibility and power to dive deep into your data.
💡 Pro Tip from Adam:
When entering phone numbers or extensions in filters, use the “ends with” operator to avoid formatting issues with area codes or country codes. It’s a small trick that makes a big difference!
📚 Resources to Bookmark:
- ISI Analytics Knowledge Base – Look for articles on filters and fields
- Reporting Help Article
- Office Hours
Ready to Start Searching Smarter?
Log into app.isianalytics.com and try out the Call Record Search template for yourself. You might just find it becomes your favorite report too.
👀 Need help? Just reach out to your ISI Analytics Customer Success Manager or check out the resources above.
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