Publisher Report: Search Call

The Search Call report allows you to find a specific lead using a variety of filters and view its detailed information. You can also listen to the call recording and check the revenue amount.

To view the report, go to the All Reports > Publisher Reports > Search Call section.

You can narrow down the search results by using the following filters:

• Lead ID: Enter the Lead ID.
• Date: Select the date range for the report.
• Product: Select the name of the Product.
• Phone Number or Cell Phone: Enter the caller’s phone number.
• Publisher Agent: Select the name of the Publisher Agent.
• Publisher: Select the name of the Publisher.
• Publisher Phone Number: Select the phone number of the Publisher.
• Status: Select the status of the Lead (Sold / Reject / Test / New / Fraud Reject / Post Error / Offer Received).
• Phone Number Group: Select the Phone Number Group.
• Phone Number Tag: Select the Phone Number Tag.
• Call Status: Select the status of the call (Buyer not found / Duplicate Call / Fax/silents detected / Hangup by buyer / Hangup by Lead/ Hang by Lead(IVR) / In progress / IVR Error / IVR Reject / Not answered / Sold / Transferred / Transferred to IVR / Unknown error).
• Redaction (NDRS): Select the status of the Numerical Data Redaction (Yes/No).
• IVR: Select the name of IVR.
• Show Only Sold Conflicts: Select the checkmark to show only Leads considered sold either by the Buyer or Publisher. If both the Buyer and Publisher mark the Lead as sold, such Lead will not be displayed.

Example: It depends on the “Duration to Sell” parameter. If the “Duration to Sell” option for the Publisher is set to 40 seconds, the “Duration to Sell” option for the Buyer is set to 60 seconds, and the call lasts 50 seconds, the Lead will be considered as Sold only for the Publisher.

Read more about the Duration To Sell option in this Knowledge Base article.

• Buyer Return: Select the (Yes / No) option to display the leads with the returned Buyer’s amount.
• Pub Return: Select the (Yes / No) option to display the leads with the returned Publisher’s amount.

Note: Click the “More Filters” button to display all available filters.

The Search Call report contains the following information:

• ID: The unique identification number of the Lead. To view detailed lead info, click on the Lead ID.
• Quality: The quality bubbles display the number of times the phone number has been seen in the system today, yesterday, in the last 30 days, or in the last 45 days.
• Date: The date and time when the lead was created.
• Lead Status: The status of the Lead (Sold, Reject, Test, New, Fraud Reject, Post Error, Offer Received).
• Product: The name of the Call Logic Product.
• Publisher: The Publisher’s name. 
• Label: The Publisher’s phone number label.
• Publisher Phone Number: The reserved phone number of the Publisher. To edit the phone number, click the "Edit" button next to the phone number.
• Phone Number Group: The phone number group. 

Read more about the Phone Number Groups in this Knowledge Base article.

• Phone Number Tag: The phone number tag. 

Read more about the Phone Number Tags in this Knowledge Base article.

• Call Status: The Publisher's call status depending on the Buyer's response. 

Read more about the Call Status in this Knowledge Base article. 

• Duration: Total call duration.
• Duration (Buyer): The call duration after it was connected to the Buyer. To listen to the record, click the “Play” button. The “Play” button will not be displayed if there is no recording available.

Note: To get access to the audio record, you have to enable Two-Factor Authentication.

Read on How to Set Up Two-Factor Authentication in this Knowledge Base article.

• Redaction: The numerical data redaction status (Yes, No).
• Buyer: The Buyer’s name.
• Buyer Phone Number: The phone number of the Buyer.
• Pub: The total Publisher's earnings amount.
• AGN: The Agent's payment
• REF: The referral payment.
• ADM: The Admin payment amount.
• TTL: The total amount.
• Buyer Return: Shows if there’s a Buyer’s amount return:
  • Yes: In case of successful amount return.
  • No: In case when the amount return is denied.
  • -: In case of no lead return.
• Pub Return: Shows if there’s a Publisher’s amount return 
  • Yes: In case of successful amount return.
  • -: In case of no lead return.
• IVR: The name of the IVR.
• Caller: The caller’s phone number.
• Email: The caller’s email.

To add a custom column to the report, click the “Add New Column” button and fill in the required fields in the pop-up window: 

• Title: Enter the name of the column.
• Status: Select the column status.
• After Column: Select the column placement in the report.
• Template: Enter the variables you would like the column to contain.
  Note: All variables should be placed in the double curly braces and must be from the “Available variables” list below this field. It is possible to do simple math operations (+, -, /, %, //, *, **) in the template with the numerical variables if the operands are placed inside the braces. 

Click the “Add” button to finish. Read more about how to create custom columns and how to manage them in this Knowledge Base article.

To create the lead export to Cloud PBX, click the “Export To Cloud PBX” button, and fill out the following fields:

Note: The export will include all the leads listed in the report based on the currently selected filters. Please make sure that you apply all the necessary filters before starting an export.

• Allowed Publisher List: Select the Allowed Publisher list.
• Restricted Publisher List: Select the Restricted Publisher list.
• Max Lead Count: Enter the maximum number of leads to be exported. 

Note: Max Count Lead must be no greater than 1000.

• Cloud PBX Call Group: Select the Call Group (created in the Cloud PBX component).
• Cloud PBX Campaign: Select the campaign (created in the Cloud PBX component).
• Cloud Dialing List: Select the dialing list (New or Existing (created in the Cloud PBX component)).
• Dialing List Name: Enter the name of the dialing list.

Click the “Export” button to continue.

To view the IVR Log, click the “IVR Log” button in the “Action” column.

Return Mode

To return leads, click the “Return Mode” button to switch the mode. 

On the “Return Lead” page, use the filters to find the required lead. In the list, check the box against the lead you wish to return (1) and click the “Create Return” button (2) to complete.

To get back to the “Search Call” report, click the “Search Mode” button (3). 

Read on How to return the Lead in this Knowledge Base article.

Delete Mode

To delete leads, click the “Delete Mode” button to switch the mode.

On the “Delete Lead” page, use the filters to find the required lead. To remove the lead information, click the “Delete” (1) or “Partial Delete” (2) button.

To get back to the “Search Call” report, click the “Search Mode” button (3). 

Read more about the Lead Deletion in this Knowledge Base article.