Can I create filters for specific users or customers?
Quick answer
Yes. In MyOperator, you can create custom (advanced) filters in the Call Logs section to view call data specific to individual users, customers, departments, call types, or time ranges. These filters help you track user-specific or customer-specific call performance, missed calls, and activity trends without manually going through the complete call log list.
When to use this feature
Use filters when you want to:
- Analyze calls handled by a specific agent or department
- Track all interactions from a particular customer number
- Identify missed calls from key customers
- Generate performance reports for a specific time or call type
- Export filtered data for analysis or follow-ups
Types of filters available
MyOperator offers two types of filters:
Type | Description | Example |
|---|---|---|
Default Filters | Pre-built filters available by default. | Missed Calls, Connected Calls, Incoming, Outgoing |
Advanced Filters | Custom filters created by you using multiple criteria. | Calls handled by Agent "Rohit" between 10 AM–6 PM on 25 Nov; All missed calls from customer +91XXXXXXXXXX |
How to create a filter for specific users or customers
Follow these steps to create a custom (advanced) filter:
- Log in to your MyOperator Panel.
- From the left menu, click Call Logs.
- On the left-hand side, click Advance (beside Filter List).
- In the Criteria field, choose what you want to filter:
- User/Agent Name — to view calls handled by a specific user.
- Customer Number — to track calls from a specific customer.
- Call Type — Missed / Connected / Voicemail / Outgoing.
- Department — to filter calls routed to specific departments.
- Date & Time Range — to define the analysis period.
- Click Apply to view the results.
- To save your filter for future use, click Save Filter, assign a name (e.g., "Rohit - Missed Calls"), and click Save again.
You can now access this saved filter anytime from your Filter List panel.
Example use cases
Objective | Filter Setup |
|---|---|
View all calls handled by a specific agent | Criteria → User: [Agent Name] |
View all calls from a particular customer | Criteria → Customer Number: [Customer's Number] |
View missed calls from premium customers | Criteria → Call Type: Missed + Tag: Premium |
View calls for a department during a campaign | Criteria → Department: Sales + Date Range: 1–7 Nov |
Export filtered logs
You can also export filtered logs directly to your email for deeper analysis:
- Go to Reports → Exports → Logs.
- Re-enter the same filter criteria (User, Customer Number, Date, Call Type).
- Click Export → Enter your email ID → Click Send.
- You’ll receive the filtered log report in your mailbox (export time depends on log volume).
Tips & best practices
- Keep the filter results below 5,000 logs for faster export performance.
- Use naming conventions for saved filters like "Sales-Team-Nov-Calls" for easy tracking.
- Use User filters weekly to evaluate agent productivity and missed call patterns.
- Combine filters (e.g., "User + Missed Calls") to identify specific issues or performance gaps.
- Only Pro or Admin users can access all logs; agents can view only their own activity.
Troubleshooting
Issue | Cause | Solution |
|---|---|---|
Filter not showing results | Incorrect criteria or date range | Verify selected fields and adjust date/time. |
Export file not received | Export size too large | Reduce filter data to <5,000 records or try again after 24 hours. |
Filter option disabled | Limited access rights | Contact your panel Admin to enable reporting access. |
Summary
✅ In summary: Yes, MyOperator allows you to create custom filters for specific users or customers in the Call Logs section. This helps in monitoring performance, tracking customer interactions, and exporting precise data for reporting — saving time and improving operational visibility.
Keywords: user-specific filters, customer filters, filters.write scope, dashboard pre-filter
Updated on: 30/11/2025