How to enable call reporting with Microsoft Excel - Personal Microsoft Accounts

Overview

Spoke Phone's Microsoft integration automatically populates an Excel sheet with your call data and generates a pre-built reporting dashboard.  You can easily change the date range to explore the dashboard across your selected timeframe.

This article will show you how to get started with the pre-built Microsoft Excel sheets integration.

Note: This setup guide is for PERSONAL microsoft accounts.

If you have a business or company Microsoft account, there are further steps to complete and these steps will not work.

Installing and Authorizing the Integration for personal Microsoft Accounts

Follow these steps to install the call reporting integration into your Microsoft Office 365 account:

  1. Go to your Spoke Phone account portal online and login.
  2. Go to integrations > add integration.
  3. Select to add on the Microsoft Excel - Call reporting card.

    2021-05-17_11_57_12-SpokeTools.png

  4. Select + Connect your Microsoft Office 365

    2021-05-17_12_01_40-SpokeTools.png
  5. Follow the pop up prompts to choose or login to your Microsoft account

    2021-05-17_12_05_12-Sign_in_to_your_account.png

  6. Allow the app to access your info, scroll to the bottom and select Yes

    2021-05-17_12_37_30-Let_this_app_access_your_info_.png
    2021-05-17_12_37_35-Let_this_app_access_your_info_.png
  7. Choose Ok

    2021-05-17_12_06_08-SpokeTools.png

  8. Repeat the process with OneDrive until both are connected as below
    You MUST ensure you have connected both Office 365 and OneDrive to the same account, otherwise this integration will not work.
    2021-05-17_12_08_55-SpokeTools.png

  9. Then click Next

  10. Select the timezone you wish your reports to be localized to and then click next
    NOTE
    : Data will begin streaming converted to this timezone, so make sure you get this right.
    You can always remove the integration and add it again if you wish to change this.

    2021-05-17_12_09_06-SpokeTools.png

  11. Choose if you want monthly reporting files, or just one file

    The 'call reporting settings' text explains what is best for you.
    2021-05-17_12_09_30-SpokeTools.png
  12. Select Next
  13. You should now see this screen, the setup is complete, close the browser and do not click 'back'

    2021-05-17_12_09_49-SpokeTools.png

  14. The first process will begin and preload a report with a history of calls.  Depending on the amount of call history you have this could take a while (roughly 1000 calls per minute).  Do not open the file until this is complete.

      • For monthly reporting:
        • A new xlsx file is created in the 'root' of your onedrive account called 'SpokePhoneCallReport_yyyy-mm' (where yyyy-mm is the current year and month)
        • The file will be populated with any call history you have from the beginning of the month.
        • The file will be updated hourly.
        • You will get a new file at the beginning of each month.
      • For non-monthly reporting:
        • A new xlsx file is created in the 'root' of your onedrive account called 'SpokePhoneCallReport_yyyy-mm' (where yyyy-mm is the current year and month)
        • The file will be populated with any call history you have the prior 3 months.
        • The file will be updated hourly.

 

 

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