Hotline Reports

The available Hotline reports will depend on the features that have been enabled for your organization. The following four reports are available if all Hotline features are enabled:

Hotline Pro Call Details Report

The Hotline Pro Call Details report provides a detailed view of the data collected from callers during Hotline calls.

The following Generate Report As options are available:

  • Interactive Report
  • PDF Report
  • CSV Report (MS Excel)

The following Filter Options are available:

  • Hotline Name: Limits the report results to a subset of Hotlines. Enter all or part of a Hotline name. Only Hotlines whose names match the criteria you enter in this field will appear in the report. To show results for all Hotlines, leave this field blank.
  • Period: This filter sets the time period for the report. The default value is Last Full Month. For descriptions of the time period options, see Define a Report Time Period.
  • Edit Criteria: Limits the report results by the User information, such as user name or description. See Using the Criteria Editor for more information on using the Criteria Editor.

In the Field Settings section, all custom fields are listed along with the following standard report fields:

  • Hotline Name
  • User Name, if captured during the call
  • Call ID
  • Call Start Time
  • Action Time: The time when the data was captured during the call
  • Call Data Name: The field name captured during the call, as defined by the person who created the Hotline.
  • Call Data Value: The field value captured during the call, as defined by the person who created the Hotline.
NOTE

For more information on how to gather information from Hotline calls using Call Data Name and Call Data Value fields, see Gathering Data From Hotline Pro Calls.

Hotline Poll Details Report

The Hotline Poll Details report provides response details for Hotline polls during a specified period.

The following Generate Report As options are available:

  • Interactive Report
  • PDF Report
  • CSV Report (MS Excel)

The following Filter Options are available:

  • Period: This filter sets the time period for the report. The default value is Last Full Month. For descriptions of the time period options, see Define a Report Time Period.
  • Poll Name: Limits the report results to a subset of polls. Enter all or part of a poll name. Only polls whose names match the criteria you enter in this field will appear in the report.
  • Edit Criteria: Limits the report results by the User information, such as user name or description. See Using the Criteria Editor for more information on using the Criteria Editor.

In the Field Settings section, all custom fields are listed along with the following standard report fields:

  • Hotline Name
  • Poll Name
  • User Name
  • Time
  • Response
  • Extra Data

Hotline Poll Non-Responders Report

The Hotline Poll Non-Responders report information for users who did not respond to Hotline polls during the specified period.

The following Generate Report As options are available:

  • Interactive Report
  • PDF Report
  • CSV Report (MS Excel)

The following Filter Options are available:

  • Period: This filter sets the time period for the report. The default value is Last Full Month. For descriptions of the time period options, see Define a Report Time Period.
  • Poll Name: Limits the report results to a subset of polls. Enter all or part of a poll name. Only polls whose names match the criteria you enter in this field will appear in the report.
  • Edit Criteria: Limits the report results by the User information, such as user name or description. See Using the Criteria Editor for more information on using the Criteria Editor.

In the Field Settings section, all custom fields are listed along with the following standard report fields:

  • Name: the name of the users who have not responded to the poll.

Hotline Summary Report

The Hotline Summary report shows a summary of all your active Hotlines.

The following Generate Report As options are available:

  • Interactive Report
  • PDF Report
  • CSV Report (MS Excel)

There are no Filter Options available for this report

In the Field Settings section, the following standard report fields are listed:

  • Number: The hotline number.
  • Hotline: The name of the hotline.
  • Team: The team the hotline belongs to.
  • Last Edited: The time the hotline was last edited.
  • Last Edited By: The user who last edited the hotline.