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Custom Reports

Custom reports let you build tailored views of your Exotel data by combining filters, selecting specific columns, and choosing date ranges that match your analysis needs. Export the results in CSV or Excel format for further processing.

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Custom reports are available on Growth and Enterprise plans. For automated recurring reports, see Scheduled Reports.

Creating a Custom Report​

Step-by-Step Process​

  1. Log in to my.exotel.com
  2. Navigate to Reports > Custom Reports
  3. Click Create Report
  4. Select the data source (calls, SMS, or usage)
  5. Configure filters, columns, and date range
  6. Click Preview to verify the data
  7. Click Export to download the report

Data Sources​

Data SourceDescriptionKey Fields
Voice CallsAll inbound and outbound call recordsCall SID, duration, status, cost, recording
SMS MessagesAll sent SMS with delivery statusSMS SID, type, status, DLT template, cost
Usage SummaryAggregated usage by service and time periodService type, volume, cost, date
Agent ActivityAgent call handling and availability dataAgent name, calls handled, talk time, availability
Campaign CallsCampaign-specific call recordsCampaign name, call SID, status, attempts

Available Filters​

Call Report Filters​

FilterTypeOptions
Date RangeDate pickerCustom start and end date (up to 90 days)
DirectionMulti-selectInbound, Outbound API, Outbound Dial
StatusMulti-selectCompleted, No-answer, Busy, Failed, Canceled
ExoPhoneMulti-selectSelect one or more virtual numbers
From NumberText searchFilter by caller number (partial match supported)
To NumberText searchFilter by destination number (partial match supported)
DurationRangeMinimum and maximum duration in seconds
CostRangeMinimum and maximum cost
Has RecordingBooleanYes / No
AgentMulti-selectFilter by specific agents (contact center)

SMS Report Filters​

FilterTypeOptions
Date RangeDate pickerCustom start and end date (up to 90 days)
SMS TypeMulti-selectTransactional, Promotional, OTP
StatusMulti-selectSent, Delivered, Failed, Rejected, Expired
From (Sender ID)Text searchFilter by sender ID
To NumberText searchFilter by recipient number
DLT Template IDText searchFilter by specific DLT template
CostRangeMinimum and maximum cost
info

The maximum date range for a single custom report is 90 days. For longer periods, create multiple reports and combine the exported files.

Column Selection​

Choose which columns to include in your exported report. Available columns depend on the data source:

Voice Call Columns​

ColumnDescriptionDefault
Call SIDUnique call identifierYes
Date/TimeCall initiation timestampYes
FromOriginating numberYes
ToDestination numberYes
ExoPhoneVirtual number usedYes
DirectionInbound / OutboundYes
StatusFinal call dispositionYes
Duration (seconds)Total call durationYes
PulsesBillable pulse countYes
CostCall costYes
Recording URLLink to recording fileNo
LegsNumber of call legsNo
Start TimeExact call start timeNo
Answer TimeWhen the call was answeredNo
End TimeWhen the call endedNo
Ring DurationTime spent ringingNo
Flow IDAssociated call flowNo

SMS Columns​

ColumnDescriptionDefault
SMS SIDUnique message identifierYes
Date/TimeSubmission timestampYes
FromSender IDYes
ToRecipient numberYes
TypeTransactional / Promotional / OTPYes
StatusDelivery statusYes
Status TimestampWhen the status was last updatedNo
DLT Template IDRegistered template identifierNo
DLT Entity IDRegistered entity identifierNo
Message BodyContent of the SMS (if enabled)No
CostMessage costYes
Error CodeError code for failed messagesNo
warning

Including Message Body in SMS exports may significantly increase file size. Use this column only when you need to audit message content.

Exporting Reports​

Export Formats​

FormatFile ExtensionBest For
CSV.csvData analysis in any spreadsheet tool, database import, programmatic processing
Excel.xlsxFormatted workbook with headers, data types, and summary row

Export Limits​

ParameterLimit
Maximum rows per export100,000
Maximum date range90 days
Maximum file size50 MB
Export timeout5 minutes

If your report exceeds 100,000 rows:

  1. Narrow your filters to reduce the result set
  2. Split the date range into smaller periods
  3. Use the API for bulk data extraction (see Voice API Call Details)

Downloading Exported Files​

  1. After clicking Export, the report generation begins
  2. A progress indicator shows the generation status
  3. Once complete, click Download to save the file
  4. The file is also available in Reports > Export History for 30 days

Saved Report Templates​

Save frequently used filter combinations as templates for quick access:

Saving a Template​

  1. Configure your report filters and columns
  2. Click Save as Template
  3. Enter a template name (e.g., "Weekly Failed Calls Report")
  4. Click Save

Using a Saved Template​

  1. Navigate to Reports > Custom Reports
  2. Click Load Template
  3. Select the saved template
  4. Modify filters if needed (e.g., update date range)
  5. Click Preview or Export

Managing Templates​

  • Edit: Update the template name or default filters
  • Delete: Remove templates you no longer need
  • Share: Share templates with other users in your account (Enterprise plan)

Use Cases​

Daily Operations Review​

Data Source: Voice Calls
Date Range: Yesterday
Direction: All
Status: All
Columns: Call SID, Date/Time, From, To, Direction, Status, Duration, Cost
Format: CSV

Failed Call Investigation​

Data Source: Voice Calls
Date Range: Last 7 days
Status: Failed, No-answer, Busy
Columns: Call SID, Date/Time, From, To, ExoPhone, Status, Ring Duration
Format: Excel

SMS Delivery Audit​

Data Source: SMS Messages
Date Range: Last 30 days
Status: Failed, Rejected
Columns: SMS SID, Date/Time, To, Type, Status, Error Code, DLT Template ID
Format: CSV

Monthly Billing Reconciliation​

Data Source: Usage Summary
Date Range: Previous calendar month
Columns: Service Type, Volume, Cost, Date
Format: Excel