Skip to main content
These articles cover legacy Dashboards and Reports. Invoca is moving accounts to the newer Insights & Analytics experience. See the Insights & Analytics overview and the Migration FAQ to find out what changes.

​
Start here

Reporting overview

How reporting works in Invoca.

Insights & Analytics

The newer reporting and dashboard experience.

​
Browse by topic

Report fundamentals and scheduling

Schedule reports and understand report time zones.

Dashboards

Switch views, filter data, and add tiles to a dashboard.

Transactions and call data reports

Understand transactions and use the Transaction Details and Number Usage reports.

Marketing Data and lookup tables

Use lookup tables and custom Marketing Data in reports.

Call review and recordings

Search transcripts and control recording access.

Report troubleshooting and FAQs

Answers to common reporting questions.

​
Need help?

If you can’t find an answer, see How to submit a customer support case.
Last modified on November 10, 2026