Standard Report Dial Sessions

✅ SUMMARY:
This video provides an in-depth walkthrough of the Dial Sessions Report in PhoneBurner, a key tool for tracking outbound calling activity by individual users or across your entire team. The training covers how to access the report, adjust date ranges, interpret top-level and drill-down data (calls made, talk time, voicemails, live answers, etc.), and how disposition settings affect connected call tracking. It also explores detailed session-level breakdowns, call-level detail reports, and how to export data in CSV or ZIP (with recordings) formats. Users can analyze data such as caller ID used, contact local time, call results, emails sent, voicemails, and notes—all valuable for performance analysis and optimization. This report supports exporting for external reporting systems, including identifying live answers using 1s and 0s, tracking call durations, and comparing results based on caller ID strategy (local ID vs external numbers).

🏷️ TAGS:
dial sessions, call tracking, report export, live answer tracking, PhoneBurner reports, call recordings, connected calls, CRM analytics, team performance, custom reporting, contact engagement, outbound calling, disposition settings, reporting drill-down

🧼 CLEANED-UP TRANSCRIPT:
As you and your team are out there making calls using PhoneBurner, it’s critical to be able to understand and report on that activity. That’s exactly what we’re going to dive into in this training.

Accessing the Dial Sessions Report

In your PhoneBurner account, click on the Reports tab at the top of the screen. This brings you to the main Reports page.

There are many reporting options in PhoneBurner, but in this training, we’re focusing specifically on the Dial Sessions report under the Standard Reports section. You’ll find this option on the left-hand side—click it to open.

Choosing a Date Range

On the left, you’ll see a Date Range selector. Options include:

• Today
• Yesterday
• Last Week (Monday through Friday)
• Last Month
• Past 7 / 30 / 60 / 90 / 120 / 180 / 365 Days
• Month-to-Date
• Year-to-Date
• Custom Date Range

For this example, I’m selecting Past 60 Days to view enough data to explore.

Overview of the Report

Once the date range is selected, you’ll see each user listed (or just yourself if you’re not managing a team), along with key metrics:

• Dial Sessions Count
• Total Calls Made
• Live Conversations
• Talk Time
• Voicemails Left

For example, I (the admin) had 41 dial sessions, 288 calls, 12 conversations, 4 minutes and 38 seconds of talk time, and 24 voicemails during the selected period.

All of these values are clickable—clicking on them drills down into further detail.

Drill-Down Details

Clicking into a user’s dial session count opens a detailed report, including:

• Contacts called vs. contacts selected
• Total calls
• Total dial session duration
• Live answers
• Talk time & average talk time
• Emails sent
• Voicemails left

Below that, each dial session is listed individually, showing:

• Caller ID used
• Date/time of the session
• Duration
• Contacts selected vs. called
• Total calls & live answers

Note: “Contacts Called” and “Calls” may differ, as a contact can be called more than once, or processed without being called.

Disposition Settings and Connected Call Tracking

Call results (connected vs. not connected) are determined by your Disposition Settings.

Navigate to Dial Session > Settings > Dispositions, and select a disposition (e.g., "No Answer"). At the bottom, you’ll see an option called Connected Call.

• Set to No = not counted as a connected call (e.g., “No Answer”)
• Set to Yes = counted as connected (e.g., “Spoke to Prospect”)

By default, dispositions in the Live Answer set are configured as connected, and others are not. You can customize this as needed.

Per-Session Call Details

Within each dial session, you can click Details to get even more granular:

• Call reference ID
• Number displayed to the contact
• Contact name and phone number
• Call duration
• Disposition result
• Was an email sent?
• Was a voicemail left?
• Notes
• AI-generated call summaries
• Call recordings (if enabled)

You can listen to, download, or delete recordings from here. (Note: Deletion is permanent.)

Exporting Data

In the top right of the session or report view, click Export Dial Session, and choose:

• Export to CSV (exclude recordings)
• Export to ZIP (include recordings)

The CSV includes:

• Call date and time
• Caller ID used
• Contact info
• Disposition
• Voicemail
• notes
• Contact's local time
• Connected (1 = Yes, 0 = No)
• Local ID (PhoneBurner-purchased number)

If you choose ZIP, it includes:

• The same CSV
• MP3 recordings named with IDs to match rows in the CSV

This makes it easy to match recordings to calls, especially in sessions with many calls.

View Call List (All Calls Across All Users)

Back on the Dial Sessions report, click View Call List to see:

• Every call made by every team member
• Caller ID used
• Contact name and number
• Call time & duration
• Disposition
• Voicemail status
• Notes
• Email sent (and subject)
• Call recordings (if applicable)

This list is in chronological order, making it easy to follow the team’s calling activity over time.

Click Export to CSV to download this list with all the same details, including:

• Local time zone of the contact
• Live answer status (1/0)
• Caller ID vs. Local ID (helps analyze phone number performance)
• All related custom fields

Having separate contact time zone vs. call time columns is valuable for identifying best times to call, especially when analyzing data outside of PhoneBurner.

Final Thoughts

The Dial Sessions Report is incredibly powerful. It allows admins and users to:

• Monitor team performance
• Identify trends in connection and talk time
• Drill into individual call outcomes
• Export data for external reporting

You can take full advantage of the reporting tools to optimize your outreach, manage performance, and ultimately connect with more people and close more deals.

Thanks for watching—happy dialing!