# Download CDR from the PBX Web Portal Cloud Voice lets you export call detail records (CDR) straight from the web portal so you can keep a local copy for billing, reconciliation, or deeper call analysis. Narrow the list to the calls you care about, then download the result to your computer. ## Before you begin Downloaded records are saved as a CSV file (comma-separated values, which opens in any spreadsheet program) covering the current results by default. If you want a different file format or a specific data range, adjust the export options first. See [Customize CDR download settings](/pbx/administrator-guide/customize-cdr-download-settings/). ## Step 1. Filter the CDR list 1. Sign in to the PBX web portal and go to **Reports and Recordings > CDR**. 2. Open the **CDR (Advanced)** tab. ![CDR Advanced tab selected in the Reports and Recordings area](/images/pbx/cdr-advanced-tab.png) :::note The CDR module was rebuilt in version 84.21.0.117 to improve performance and give a clearer, more detailed view of each call. Since that upgrade, recent and older records are kept in separate places: current call data lives on the **CDR (Advanced)** tab, while older records are retained on the **CDR (Legacy)** tab until the **CDR Auto Cleanup** schedule removes them. The steps below apply to current data on the **CDR (Advanced)** tab. To export records created before the upgrade, start from the **CDR (Legacy)** tab instead. ::: 3. Apply the basic filters to narrow the list by time or by who was on the call. ![Basic CDR filters for time and call participants](/images/pbx/cdr-basic-filter.png) | Filter | What it does | | --- | --- | | Time | Set a start date and end date. To pin the range down to an exact start and end time, click **Select Time**. | | Call From | Type the caller's number or name, or use the add-contact button to pick one or more extensions, extension groups, or organizations. | | Call To | Type the callee's number or name, or use the add-contact button to pick extensions, extension groups, or organizations. To flip the caller and callee, click the swap button. | ![Selecting an exact start and end time for the CDR range](/images/pbx/cdr-select-time.png) :::tip To match participants loosely by part of a name or number, click the search button to turn on fuzzy search. ::: 4. Optionally, apply advanced filters to drill into individual call legs. ![Advanced CDR filter panel](/images/pbx/cdr-advanced-filter.png) a. On the right pane, click the filter button. b. Set any of the following criteria: | Filter | What it does | | --- | --- | | Second Participant | The callee's number or name on the second call leg. You can also pick extensions, extension groups, or organizations. | | Last Participant | The callee's number or name on the last call leg. You can also pick extensions, extension groups, or organizations. | | Extensions/Extension Groups | Limit the results to selected extensions or extension groups. | | Organization | Limit the results to selected departments. | | Queue | Limit the results to selected queues. | | Call Notes | Filter by disposition code. | | Remark | Match the remark added on the last call leg. | | AI Summary | Match keywords within the AI summary text. | | AI Receptionist Processing Result | Filter by how the AI receptionist handled the call: **Resolved** (handled the caller's request without transferring), **Transferred** (routed the call to another destination), **Unresolved** (neither resolved nor transferred), or **No Processing Result** (the call ended abnormally from an error or timeout, so no outcome was recorded). | | Trunk | Limit the results to a selected trunk. | | DID/DDI | Limit the results to selected DID numbers. DID (Direct Inward Dialing, also called DDI or Direct Dialing In) is the specific phone number a caller dialed to reach the system. | | Caller IP Address | Match the caller's IP address. | | SHAKEN Attestation | Filter by attestation level or verification result: **A**, **B**, or **C** for calls signed at that level; **Invalid** for inbound calls carrying an invalid SHAKEN signature; **Unknown** for inbound calls that are unsigned or whose attestation level can't be identified. | | Recording Files | Show all calls, only calls with a recording, or only calls without one. | c. Click the close button in the top-right corner to apply the filters and close the panel. 5. Optionally, choose which columns appear and refine individual fields. a. Click the column button to select the columns to display. ![Choosing which CDR columns to display](/images/pbx/filter-cdr.png) :::tip You can rearrange the list layout: - To freeze a field, grab its drag handle and drop it into **Left (Freeze Column)** or **Right (Freeze Column)**. - To reorder a field, grab its drag handle and drop it in the new position. ![Freezing a CDR column to the side of the list](/images/pbx/cdr-freeze-column.png) ![Dragging a CDR field into a new position](/images/pbx/cdr-change-field-order.png) ::: b. For any column that shows a search icon, click it to filter on that field. ![Filtering the results by a single column](/images/pbx/filter-cdr-column.png) 6. Optionally, save the current filter setup as a view for reuse. :::note You can keep up to **10** custom views. ::: a. On the right pane, click the check button, then choose **Save as a New View**. ![Saving the current CDR filter as a new view](/images/pbx/save-cdr-view.png) b. Enter a name for the view and click **Save**. ![Naming the new CDR view](/images/pbx/cdr-customize-view-name.png) :::tip You can mark a saved view as the default so it loads automatically. ![Setting a saved CDR view as the default](/images/pbx/cdr-custom-view-default.png) ::: ## Step 2. Download the CDR :::caution A downloaded CDR file lists real call details, such as phone numbers and, where enabled, AI summaries. Treat the file as sensitive: store it somewhere secure and share it only with people who need it. ::: - To export every record, click **Download CDR** and choose **Download All CDR**. ![Download All CDR option](/images/pbx/download-all-cdr.png) - To export only the records that match your filters, click **Download CDR** and choose **Download Filtered CDR**. ![Download Filtered CDR option](/images/pbx/download-filtered-cdr.png) ## Result The matching records download to your computer in the format you selected.