How do I pull a report of calls with notes? | Community
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Newcomer
March 10, 2025
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How do I pull a report of calls with notes?

  • March 10, 2025
  • 1 reply
  • 4 views

Hello Everyone, 
Has anyone found a way to pull a report of calls, inbound or outbound with the notes? I would like to pull a report of todays calls from a queue and review the notes left in wrap up. 

Best answer by Vinnie

Hello @Zoom_TF  I haven't seen a filter that allow you to run/filter a report using "having a Note" as rule, not even in the APIs

What I would suggest (I know it is not ideal) is to create/use additional Disposition(s) that indicate if the call has a note or note, and that is something your should be able to report on.

 

I know it is not what you wanted to hear, but I hope it could be a workaround that can help.

Let me know if it is a solution you can entertain to implementing.

 

Vinnie.

1 reply

Vinnie
Community Champion | Customer
VinnieAnswer
Community Champion | Customer
March 14, 2025

Hello @Zoom_TF  I haven't seen a filter that allow you to run/filter a report using "having a Note" as rule, not even in the APIs

What I would suggest (I know it is not ideal) is to create/use additional Disposition(s) that indicate if the call has a note or note, and that is something your should be able to report on.

 

I know it is not what you wanted to hear, but I hope it could be a workaround that can help.

Let me know if it is a solution you can entertain to implementing.

 

Vinnie.