> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Create an Engage Report
> Build a custom Engage call report in FieldPulse over any date range, then choose columns and filters to see who answered, call outcomes, and lead sources.
> **Who uses this:** Admins, Team Managers, and Service Agents — Assignment Users and Limited Agents don't have access to Engage. **Availability:** United States and Canada · Engage add-on.
An Engage report shows your call activity over a date range — who answered, whether each call was incoming or outgoing, the outcome, the duration, the lead source, and more. You build the report from the **Reporting** tab in [Engage](https://www.fieldpulse.com/features/engage), then choose the columns and filters that answer the question you're asking.
## Overview
The Engage report shows how your team handles calls instead of leaving you to guess. Set a date range and run the report, then narrow it with columns and filters — for example, calls by the user who answered, missed calls over a period, or calls tied to a specific lead source. The report reads Engage call data, so every incoming and outgoing call on your Engage lines is available to report on.
## Video walkthrough
Watch a start-to-finish walkthrough of building an Engage report, then follow the written steps below.
## Before you begin
* Engage must be enabled on your account. Contact the FieldPulse team through the in-app chat or at [support@fieldpulse.com](mailto:support@fieldpulse.com) to turn it on — see [Engage Overview](/add-ons/engage/overview).
* You need a role with Engage access — Admin, Team Manager, or Service Agent. See [Engage User Roles Details](/add-ons/engage/user-roles).
## Create an Engage report
1. In Engage, open **Settings** and select the **Reporting** tab.
2. Select the **calendar** icon and choose the start and end dates you want to report on.
3. Select **Columns** to choose which columns appear in the report. See the Default columns table below.
4. Before running the report, select the **Filters** icon to narrow the results. See the Filters section below.
5. Select **Run Report**.
## Default columns
The Engage report includes these columns by default. Select **Columns** to turn any of them on or off.
| **Column** | **What it holds** |
| - | - |
| **Customer Phone** | The customer's phone number. |
| **Customer Name** | The customer's name. |
| **Existing or New** | Whether the caller is an existing or new customer. |
| **Phone Line Name** | The friendly name of the Engage phone line. |
| **Phone Line Number** | The Engage phone number. |
| **Phone Line Lead Source** | The lead source attached to the phone line. |
| **User Who Answered** | The Engage user who answered the call. |
| **Call Type** | Incoming or outgoing. |
| **Call Outcome** | Answered, missed, or unanswered. |
| **Date/Time** | The date and time of the call. |
| **Duration** | The length of the call. |
| **Voicemail** | Select to play the voicemail. |
| **Call Recording** | Select to play the call recording. |
| **Call Notes** | Notes left on the call. |
**Related Records**
The Related Records columns show the records linked to each call. Turn them on from **Columns**:
* **Primary Call's Phone Number**: the phone number of the record's primary call
* **Primary Record ID**: the primary linked record's ID, as a clickable link to that record
* **Primary Record Status**: the primary record's current status
* **Primary Record Amount**: the primary record's total amount, populated only when the primary record is an Estimate or Invoice
* **Other Related Records**: every non-primary linked record
* **Primary Record's Related Invoice Status**: the status of the primary record's most recently created child invoice
* **Primary Record's Related Invoice Amount(s)**: the total amount of the primary record's child invoice(s), added together if there's more than one
* **Primary Record's Related Proposal Amount**: the primary record's child Estimate amount, added together if there's more than one
## Filters
Set filters to narrow your results. From the **Filters** icon, choose how to filter each field:
| **Field** | **How you filter it** |
| - | - |
| **Customer Phone** | By contents. |
| **Customer Name** | By contents. |
| **Existing or New** | Select existing or new. |
| **Phone Line Name** | Select a name. |
| **Phone Line Number** | Select a number. |
| **Phone Line Lead Source** | Select a lead source. |
| **User Who Answered** | By contents. |
| **Call Type** | Select a type. |
| **Call Outcome** | Select an outcome. |
| **Date/Time** | By date. |
| **Duration** | By contents. |
| **Call Notes** | By contents. |
When you filter by contents, choose an operator and then enter the values to match. The operators work the same way across FieldPulse reports, so some examples below use fields from other reports:
| **Operator** | **Retrieves data** | **Example** | **Data retrieved** |
| - | - | - | - |
| **Equals** | Equal to a specified value | Created By — Equals Tom Gause | Records created by Tom Gause only |
| **Not Equal** | Different from a specified value | Tag — Not Equal to HVAC | All records except those using the HVAC tag |
| **Less Than** | Lower than a specified value | #ID — Less than 1144 | All records below #1144 |
| **Less Than or Equal To** | Lower than or equal to a specified value | Date/Time — Less than or equal to 12/13/2023 | Records on or before 12/13/2023 |
| **Greater Than** | Greater than a specified value | Duration — Greater than 60 minutes | Records longer than 60 minutes |
| **Greater Than or Equal To** | Greater than or equal to a specified value | Date/Time — Greater than or equal to 1/1/2024 | Records on or after 1/1/2024 |
| **In Range** | Including and between two specified values | #ID — Between 1225 and 1236 | Records with #IDs between 1225 and 1236 |
| **Starts With** | Begins with a specified value | Title — Annual | Records beginning with Annual |
| **Ends With** | Ends with a specified value | Location — TX | Records ending with TX |
| **Blank** | No values in the field | Subtitle | Records with a blank subtitle |
| **Not Blank** | Values in the field | Notes | Records with values in the notes field |
Your Engage report is working when you set a date range, run it, and the columns and filters you chose narrow the call data to the exact question you're answering — like which lead source drove the most answered calls last month.
## Report on revenue by phone line
Find out how much revenue each of your Engage phone lines produced by grouping your report by the phone number of each record's primary call. Revenue comes from records linked to calls, so this report shows which lines are bringing in paid work, not only which lines get the most calls.
Each record's amount is credited to the phone line of its primary call. When a record is linked to more than one call, only the primary call counts toward a line's total. See [How to Link Calls to Records in Engage](/add-ons/engage/link-calls-to-records) for how to choose a primary call.
1. In Engage, open **Settings** and select the **Reporting** tab.
2. Select the **calendar** icon and choose the start and end dates you want to report on.
3. Select **Columns** and turn on **Primary Call's Phone Number** and **Primary Record Amount**.
4. Select **Run Report**.
5. Sort or group the report by **Primary Call's Phone Number**. Each phone line's records appear together.
6. Add up the **Primary Record Amount** values for each phone number to see that line's total revenue.
To look at a single line, select the **Filters** icon and filter **Primary Call's Phone Number** by the number you want before you run the report.
## Related articles
* [Engage Overview](/add-ons/engage/overview)
* [How to Assign a Phone Number to a Lead Source](/add-ons/engage/assign-number-lead-source)
* [How to Create Custom Tags in Engage](/add-ons/engage/custom-tags)
* [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting)
## Related topics
- [How to Create Custom Tags in Engage](/add-ons/engage/custom-tags.md)
- [How to Link Calls to Records in Engage](/add-ons/engage/link-calls-to-records.md)
- [How to Assign a Phone Number to a Lead Source](/add-ons/engage/assign-number-lead-source.md)
- [Setting Up Call Attribution](/add-ons/engage/call-attribution.md)
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