# Create a Custom Call Report

Cloud Voice ships with a library of built-in call reports that summarize and break down your call activity, including reports focused on call center performance. When a built-in report doesn't line up exactly with what you need to track, you can build your own by starting from an existing report (a general call report or a call center report) and adjusting its criteria. This page walks through creating a custom report from scratch.

## Before you begin

- Your system must be running firmware **84.22.0.138** or later.
- You can keep up to **2000** custom reports on the system.

## Create the report

1. Sign in to the PBX web portal and open **Reports and Recordings > Call Reports**.

2. On the **My Reports** tab, click **Add to My Reports**.

   ![The My Reports tab with the button to add a new custom report](/images/pbx/add-to-my-reports.png)

3. Complete the report details.

   ![Form fields for naming a report and choosing its dataset, dimensions, filters, and metrics](/images/pbx/my-report-info.png)

   | Field | What to enter |
   |-------|---------------|
   | **Report Name** | A name that makes the report easy to recognize in your list. |
   | **Dataset** | The built-in call report you want to base this one on. |
   | **Dimensions** | The dimension or dimensions used to break the data into segments. |
   | **Filters** | The filters that narrow which records the report includes. |
   | **Metrics** | The metrics that surface the numbers you care about most. |

   :::note
   Reports whose data is generated on the fly from live calls can't be used as a dataset. This includes the **DID/Outbound Caller ID Activity** report (DID stands for Direct Inward Dialing, an external phone number that routes callers straight to a specific destination) and the **Satisfaction Survey** report.
   :::

   :::note
   - When you base a report on a default one, its dimensions are locked and can't be changed.
   - Any dimension you select is automatically pulled into the report's filters and metrics, and you can't remove it from there.
   :::

4. Save the report as-is, or preview it first and fine-tune the settings.

   - To save without previewing, click **Save**.

     ![The completed report form with the Save button](/images/pbx/save-custom-report.png)

   - To review the report and adjust it before saving:

   1. Click **Preview**.

        ![A preview of the custom report before it is saved](/images/pbx/preview-custom-report.png)

   2. Set the filter values you want the report to open with by default.

        ![Setting default filter criteria for the report during preview](/images/pbx/custom-report-filter-criteria.png)

        :::note
        The preview doesn't include charts, call details, or live report data. Those become available once you save the report.
        :::

   3. Optional: To add a summed total across the metric columns, select the **Total** checkbox.

        ![Enabling the Total option to sum the report's metric values](/images/pbx/custom-report-total.png)

        :::note
        Reports based on a default report inherit the built-in Total setting, so this option can't be changed for them.
        :::

   4. Click **Save**.

## Result

- The new custom report appears in your report list.
- To open a report, double-click it or click the view icon ![View icon](/images/pbx/view.png).

  ![The saved custom report open with its data displayed](/images/pbx/view-custom-report.png)