| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Calls Report | December 30, 2025 | 0.4 |
This article explains the functionality of the "Calls" Report, available via the Reports Tab within the Forth CRM.
To access the Calls Report, click on the Reports Tab, then click on the "Calls" option. A "Call Log Details" page will then open.
Using the Calls Report
1. Select the "Count By" report type by clicking on "Date" (highlighted in red below) and then select whether you want the report broken down as Daily, Monthly, or Yearly (at the top right of the page below). This will determine how the data is displayed.
**Note: Click Download on the top right-hand side of the page to download an image of the graph (see below for downloading formats available).
2. Configure the filters found at the left side of the page (i.e., User Company, Client Company, Created By, Disposition, Event Type, Data Source, and Status Change), then click Apply Filters. This will determine what data is displayed.
3. Beneath the graph will be a full exportable list of all calls. To export data into a spreadsheet, click "Export Current View" or "Export Full Report".
Article Version History:
| Version | Effective Date | Description |
| Basic | 12/26/2016 | Initial Release |
| 0.1 | 02/10/2023 | Added header and version control footer; |
| 0.2 | 01/24/2024 | Refreshed screenshots to reflect the current user interface. |
| 0.3 | 01/21/2025 | Refreshed the first, second, and fifth screenshots to improve readability. |
| 0.4 | 12/30/2025 | Refreshed all screenshots to ensure they reflect the current user interface. |