Account Summary Report

The Account Summary report provides totals broken down by client which can be useful for billing purposes. This report can be filtered by Account or Date Range and downloaded in CSV.

The headers include:

  • Company Name (client account)
  • Total Calls
  • Total Outbound Calls
  • Total Inbound Calls
  • Total Call Duration
  • Total Work Duration
  • Total Billable Time
  • Outbound Texts
  • Inbound Texts
  • Emails Sent

Having this information organized by totals allows you the flexibility to bill how you want. You can create your own invoice based on minutes, texts, calls, emails, or more.

Updated on September 21, 2021

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