Free CallRail Google Sheets Report Templates
Choose a ready-to-use CallRail report template, connect live data with Adzviser, and start tracking performance in Google Sheets.
Choose a CallRail Google Sheets Report Template
Start with the view that matches your reporting goal. Each template is designed for live CallRail data and can be customized in Google Sheets.
CallRail Metrics and Dimensions Included
The available templates cover practical CallRail performance fields, so you can analyze results without building every chart and table from scratch.
Popular metrics
- Calls
- Answered Calls
- Missed Calls
- Leads
- First Time Callers
- Answer Rate
- Leads Rate
- Avg. Call Duration (Sec)
- Call Duration (Sec)
- Form Submissions
- First-Time Submissions
- Total Value
Useful dimensions
- Month
- Agent Email
- Call ID
- Call Start Time
- Call Direction
- Was Answered
- First-Time Call
- Customer State
- Tracking Phone Number
- Number Name
- Device Type
- Lead Status
How to Use a CallRail Google Sheets Template
Set up a live CallRail report in Google Sheets with the same guided workflow used across Adzviser integrations.
Choose a template
Open the report that best fits the CallRail results you want to monitor.
Connect CallRail
Authorize your account in Adzviser and select the accounts you want the template to report on. Explore the CallRail connector →
Customize and share
Adjust date ranges, filters, charts, and branding directly in Google Sheets. Learn about Google Sheets →
CallRail Google Sheets Template FAQs
Make a copy of the spreadsheet, connect CallRail to an Adzviser workspace, enter the workspace name in the adzviserQuery sheet, and run Refresh all queries from the Adzviser add-on. Open the CallRail connector page →
The metrics and dimensions listed above are taken from the templates in this collection. Open an individual template to see its exact field set. You can then add or replace fields supported by the CallRail connector.
Yes. Connect the required accounts to your Adzviser workspace. You can select or query multiple accounts, or keep a separate template copy for each client when you need independent filters, access, and branding.
Run Refresh all queries whenever you need fresh data, or create a daily, weekly, or monthly automatic refresh trigger from the Schedule tab in the Adzviser Google Sheets add-on. See Google Sheets refresh instructions →
Yes. Edit the copied workbook to change queries, date ranges, metrics, dimensions, formulas, pivot tables, charts, tabs, and formatting. Keep referenced columns stable or update dependent formulas after changing them.
Confirm that the CallRail account is connected, the workspace name in adzviserQuery is exact, and the Adzviser add-on is installed in your copied file. Then run Refresh all queries and review any error shown in the sidebar.
Yes. You can open, copy, and customize the templates for free. An Adzviser account is required when you replace the sample data with a live CallRail connection.
Start building reports
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