How to use the Export Calls Report

The Export Calls Report is a download utility, not a screen you sit and read. It pulls call activity records and the matching lead details out of your VICIdial database and hands you a tab-delimited text file you can open in any spreadsheet. You start by setting a date range, then narrow it down by campaign, in-group, list ID, user group, and call status. Every dialed call that matches your filters becomes its own row in the file, so a single Lead that was called three times during the period shows up as three separate rows.

Under the hood it joins each lead to its vicidial_log and vicidial_closer_log rows, which is exactly why you get the full call history instead of a single snapshot. That makes it the export to reach for when you need to audit raw activity rather than tidy totals. One thing to check first: the link only appears if your VICIdial user has the Export Report option set to 1. If you cannot see it on your reports page, that permission is switched off for your account and an admin has to enable it.

What the file contains

The standard export carries the fields an agent normally sees on their screen: call_date, phone_number, status, the agent's user and full name, the campaign or in-group, source_id, list_id, the contact's name and full address block, length in seconds, user group, rank, owner, list name, list description, and status name. It also includes the Vendor lead code, the value that lets you trace a record back to the batch or supplier it came from. Each row ties a Disposition, the status the agent picked such as SALE or NI, to one exact lead and timestamp, so you always know who was called, when, by whom, and how it ended.

• Date Field: choose whether rows are filtered by the call log date or by the entry date when the lead was first added to the system.
• Header Row: writes the column names as the first line of the file so it imports cleanly into a spreadsheet.
• Recording Fields: appends the recording for the latest call on each lead; when there is more than one, they come back pipe-delimited in the same cell.
• Custom Fields and Per Call Notes: included automatically when your campaign and lists have those features enabled.

Standard vs Extended export

Standard gives you the agent-facing lead fields and nothing more. Extended adds five operational fields on top: entry_date, called_count, last_local_call_time, modify_date, and called_since_last_reset. Those are the fields you want when you are studying dial pacing or list health rather than just outcomes. If you select Entry Date as your date field, or you turn on DID filtering, Extended is applied for you automatically whether you asked for it or not. The DID filter itself only affects inbound leads and limits the results to calls that arrived through the specific inbound DIDs you choose.

How a row gets selected

It helps to picture the filter chain. VICIdial starts from your date window, applies your campaign and list choices, then keeps only the statuses and user groups you selected, joins each surviving lead to its call logs, and finally writes one row per call into the flat file.

flowchart TD
  A[Pick date range] --> B[Filter by campaign and list]
  B --> C[Filter by status and user group]
  C --> D[Match lead to call logs]
  D --> E[One row per call]
  E --> F[Tab delimited text file]

If you only want lead records with no call or user data, set Exclude Call Log Data to YES, switch the date field to Entry Date, and select your lists, statuses, and a campaign even though the campaign is ignored in that mode. You can also tick Search Archived Data to pull from older leads and call logs that have been moved to archive tables.

For the big picture of where this fits, read the reports overview. If you want totals per source instead of raw rows, the outbound calling report summarizes the same call data without the export step.

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