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.

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.

   

   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.

   

   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.

   

   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.

   

   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.

   

   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.

   

   

   b. For any column that shows a search icon, click it to filter on that field.

   

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.

   

   b. Enter a name for the view and click Save.

   

   Tip

   You can mark a saved view as the default so it loads automatically.

   

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.

  

• To export only the records that match your filters, click Download CDR and choose Download Filtered CDR.

  

Result

The matching records download to your computer in the format you selected.