After a calling session ends, you can review it in two places. Use the Call Session Summaries page for the high-level numbers from each session (how many attempts, how many answered, how many pledges). Use the Call + Notes Log for the call-by-call detail, including the disposition and notes for each contact you reached.
The Make Calls and Current Dialer Sessions pages only show active call sessions, so a session that has ended will not appear there. Review past sessions through the two pages below instead.
Review the summary of past sessions
This is the fastest way to see metrics for every calling session you have run.
In the left navigation, open Dialer.
Click Past Session Summaries.
This opens the Call Session Summaries page, which lists your past call sessions with these columns:
Started the date and time the session began.
Total Attempts how many calls were attempted during the session.
# Answered how many of those calls were answered.
Answer Rate the percentage of attempts that were answered.
# Pledges how many pledges came out of the session.
Session Duration the total length of the session.
Participants who was on the session.
List Name the list the session dialed. Click the list name to open the browse-list view for that list.
You can sort, filter, and search this table the same way you do with other tables in Raise More.
Review the calls and notes from a session
To see what happened on each individual call, including the disposition and any notes, use the Call + Notes Log.
In the left navigation, click Interactions. This opens the Call + Notes Log page.
Use the filter and search controls to narrow the list down to the session you want to review. You can filter by the contact, the date, or the list.
Each row in the log shows:
Interaction Date the date and time of the call.
First Name and Last Name the contact you called.
Disposition the outcome you recorded for the call (see the list below).
Duration how long the call lasted.
Note any note you saved during or after the call.
Logged By the staffer who recorded the call.
Phone Number the number that was dialed.
Saved Lists the list the call came from. Click it to open that list.
Pledge Amount the pledge amount, if the call resulted in one.
Caller ID Used the caller ID the call was placed from.
Filtering the log by list
If you want to see only the calls from one session, filter the Call + Notes Log by the Saved Lists column for the list that session used. The summary page (above) tells you which list each session dialed, so you can match them up.
The dispositions you will see
The Disposition column shows the outcome recorded for each call. These are the options:
Answered
No Answer
Left Voicemail
Call Back
Refused
Wrong / Disconnected
Deceased
Do Not Contact
Reviewing one contact's call history
To see the full call and note history for a single contact, open that person's profile. Their interactions, including past calls, dispositions, and notes, appear on the profile alongside their donations, pledges, and other activity.