Phone Clover

Reporting

Today, 7-day and 30-day call reporting, right next to the phone

Stat tiles, a filterable call log, a by-rep table, a call-back list and CSV export, all on the Phone page for wide screens.

The Phone Clover reporting dashboard next to the phone, showing stat tiles, a call log and a By rep table.
  1. Open the wide Phone page

    On a window 1000px or wider, the dashboard appears in a two-column layout next to the phone, titled "Calls."

  2. Pick a period

    Today, 7 days, or 30 days; stat tiles for Calls, Answered, Missed and Avg talk time update to match.

  3. Filter and drill in

    Click a stat tile or a call-log filter, All, Missed, Incoming, Outgoing, to narrow the log; admins can also filter by rep.

  4. Export or follow up

    Export the visible log as a CSV, or work the "To call back" list of recent missed calls nobody has returned yet.

The problem

A manager who can’t see call volume, missed calls or rep activity is managing blind. Pulling that picture together by hand from call logs or a separate reporting tool takes time a busy team doesn’t have, and by the time a report is built, the numbers are already stale.

This gets worse the moment a team grows past one or two reps. Without a shared view, a manager has no fast way to answer basic questions, who’s actually answering calls today, which reps are missing the most, whether a specific missed caller has been followed up on, without pinging each rep individually or digging through GHL’s own activity feed by hand.

Phone Clover’s dashboard puts that reporting next to the phone itself, refreshing automatically, so it’s current without anyone having to run a report.

How it works in HighLevel

The dashboard, titled “Calls,” appears alongside the phone in a two-column layout, but only on the un-embedded Phone page at a window width of 1000px or more; on a narrower or embedded view, reps see the phone’s tab bar instead. Three periods are available, Today, 7 days and 30 days, with the server supporting a lookback up to 90 days even though the picker tops out at 30. Four stat tiles sit at the top: Calls, Answered, Missed and Avg talk time; clicking Calls or Missed filters the log below to match.

Below the tiles, the call log itself can be filtered to All, Missed, Incoming or Outgoing, and an admin also sees a rep filter, defaulting to “Everyone,” once there are two or more reps at the sub-account. Clicking a row expands it to a recording player, and if the AI notes add-on has run on that call, an AI summary heading and a collapsible transcript. The dashboard refreshes every 60 seconds and immediately after any call is logged, and a background refresh never rebuilds a row that’s already expanded, so it doesn’t interrupt audio a rep is listening to.

Every option explained

SectionVisible toWhat it shows
Period pickerEveryoneToday, 7 days, 30 days
Stat tilesEveryoneCalls, Answered, Missed, Avg talk time; clicking Calls or Missed filters the log
Call log filtersEveryoneAll, Missed, Incoming, Outgoing
Rep filterAdmin only, shown with 2+ repsNarrows every section to one rep, default “Everyone”
Export CSVEveryoneDownloads the visible log, capped at 1000 rows
By rep tableAdmin onlyRep, Calls, Answered, Missed, Avg, counted per call leg
To call backEveryoneMissed calls in the last 7 days nobody has since returned, capped at 20 rows
TeamAdmin onlyAvailable/Away/Offline per rep
Call a tagEveryoneStarts a calling list from a tag, the same feature as the Lists tab

Note: There are no charts over time in the dashboard. Reporting here is tiles, tables and a filterable log, not a trend graph.

What runs on Telnyx

The underlying call events, direction, duration, whether it was answered, and any recording, come from calls placed and received over Telnyx. Phone Clover aggregates that data into the stat tiles, the call log and the by-rep table. Recording playback uses a signed URL to a file stored after the call, valid for 1 hour, generated from the recording Telnyx captured during the call.

Who uses it

Reps see their own call activity, mainly useful for checking their own missed calls or working the call-back list. Admins see the whole sub-account: every rep’s calls, the by-rep breakdown, and who’s currently Available, Away or Offline on the Team card, giving them a live read on coverage without asking anyone.

What to expect

The dashboard only shows up on wide enough screens, so a rep on a narrower window or an embedded view won’t see it next to the phone. CSV export tops out at 1000 rows and 90 days of lookback, so a very high-volume sub-account exporting a full month may need to split the export. And there’s no trend chart, if the team wants to see call volume over time visually, that’s not something the dashboard does today, it’s tiles and tables for a given period, not a graph across periods.

The by-rep table and team presence are admin-only, so an individual rep checking their own numbers sees the same stat tiles and log everyone gets, just scoped to their own calls rather than the whole sub-account’s. And because the dashboard refreshes on a 60-second interval rather than instantly, a call logged seconds ago might take up to a minute to appear if the automatic refresh hasn’t run yet.

Frequently asked questions

Where does the dashboard show up?

Alongside the phone in a two-column layout, but only on the un-embedded Phone page when the browser window is 1000px wide or more.

What periods can I view?

Today, 7 days, and 30 days. The server supports a maximum lookback of 90 days even though the picker itself tops out at 30.

Can I export my call data?

Yes, as a CSV, capped at 1000 rows, built client-side with a UTF-8 BOM for Excel and formula-injection protection on any field starting with =, +, - or @.

Does the dashboard show charts over time?

No. There are no charts over time; reporting is stat tiles, a filterable call log, a by-rep table and a call-back list.

What does a rep see versus what an admin sees?

A rep sees their own calls. An admin sees the whole sub-account's calls, plus admin-only sections: the rep filter, the By rep table, and Team presence.

What's in the By rep table?

Rep, Calls, Answered, Missed and Avg talk time, counted per call leg before ring-all collapses to a single row, so a ring a rep let go still counts as a miss for them.

What's the To call back list?

Missed calls from the last 7 days that nobody at the sub-account has since called or answered, capped at 20 rows, each with a Call back button.

How often does the dashboard refresh?

Every 60 seconds, plus immediately after any call is logged. A background refresh never rebuilds a row that's already expanded, so it won't interrupt audio you're listening to.

See your calls, right next to the phone.

Install in HighLevel to get stat tiles, a filterable call log and CSV export on the Phone page.

Start free trial Book a demo