Fax Report Is Here! Filter, Search, and Download Fax Documents With Ease!
Fax Report Is Here! Filter, Search, And Download Fax Documents With Ease!
Ringbyname offers all sorts of faxing solutions to help best equip you with the tools for your business' fax solution. The Fax Report can be used to filter, search, and download your fax documents. This is currently active for all Webfax eFax solutions where faxing takes place on your Ringbyname OX Desktop or Mobile Dashboards. The Email-To-Fax records will appear here but aren't yet available for download.
How do I access the Fax Report?
In order to access the fax report, you'll either need the 'report permissions' from an Administrative user on your account or you'll need to be an Administrative user. Once you have this permission or are an admin you'll be able to access it following these steps.
Log in to your RingByName account at login.ringbyname.com
-Click on the top right text that reads "Hi, <your name>"
A drop down menu should appear.
-Admins will click on "Go To System Administration"
-Users with Report permissions will click on "Access Account Features"
Begin by accessing the "Reporting & Analytics" option from the navigation menu located on the top.
Select "Fax" From the list of options on the left.
From the Fax Reporting area, you can:
- Select a start and end date for the fax activity you would like to find
- Choose fax information broken down by Phone Number or Contact Name
- Filter for inbound faxes, outbound faxes, or both
For example, here we have run the report for all faxes for fax number 305-249-1031:
The report will show at a glance each inbound and outbound fax, who it was from or to, the date and time of the fax, the number of pages, the status on whether the fax was sent, received, or failed, and a clickable 'eye' icon link to view and download that fax document. A useful means of gauging fax performance of numbers or quickly finding that special customer's sent fax.
Besides using 'Search' for fax records, you can use the 'Download' and 'Email-Me' buttons for even more data and faster data collection. The 'Download' option downloads a .csv spreadsheet file that lists out all the data you can see on the page in the search. The 'Email-Me' button sends you an email with both the .csv spreadsheet file and a compressed zip file with all the fax documents in your search! API calls have also been added for administrators who use API tools to generate data. 
Where do I get the Fax Report permission added?
Only administrators can modify permissions, so please contact your administrator or our support team. Administrators can continue reading to know how to add these permissions. Click on "RingByName Setup", then on the "Permissions" icon located at the bottom of the RingByName Setup options.
Next we'll edit or create a new permission group for fax report access. To edit an existing permission group, click on the name of the group you wish to edit from the list of Permission Groups. To create a new permission group, click on the "Add New Group" option located at the top right corner of the Permissions Group area.
In the third column, name or edit the permission group, select any access restrictions required, the users to which they will apply, and then click on save. For fax report access simply select the 'Access to Reporting and Call Center (Manager View)' option. You can also limit the fax report to only faxes the user's sent with the 'View only their own sent faxes'. Be sure to hit save at the bottom!
Any users wanting to access the fax report just need to logout and log back in to access the new fax report!
I have additional questions about how faxing works, Help!
We'll go over general e-Fax use and functionality now. Continue reading below for more information!
Where can I find and use the E-Fax on my account?
To access your fax service, the first thing you will need to do is log in to your RingByName account by going to "login.ringbyname.com".
Once you're logged in, you will see the navigation tab on top of the home screen.
Click on the "Fax" icon.
Once you clicked on the "Fax" icon, the middle section of the home page will be replaced with the fax activity. If you have access to the E-Fax, you will be able to see the received and sent faxes. If the fax wasn't sent successfully, the right side next to the fax will show as "Failed".
All faxes received will show at the top of the home screen under the fax icon. You will receive a confirmation once the fax has been delivered.
To Send an E-Fax
- On the "From" section you will have the option to choose profile if you have multiple fax numbers with RingByName. If you only have one number, then you don't need to do anything.
- RingByName provides a standard cover letter if you don't have any. By default, it's always checked. If you have your own cover letter, you must uncheck the option "Uncheck to hide cover page". In this case, you will include the cover letter with your attachment.
- You are only able to attach one document. If you have multiple pages, you will need to merge them.
- To attach your document, it needs to be a PDF format, and it cannot exceed 15 MB.
- If your fax fails, try resending with "1" in front of the phone number.
How do I enable my E-Fax?
In order to send and receive faxes, you must be subscribed to our E-Fax Service, please contact a sales representative at 855-345-7464 for pricing information.
If you already subscribed to the "E-Fax", it can only be enabled by Administrators with full access to the System Administration area. In order to enable your E-Fax, please follow the steps below:
1. Login to your RingByName account.
- Select all of the users that will have access to the fax phone number you are configuring.
- Change the "Caller ID" with the name you want people to see when you send an E-Fax.
- If any, add your company logo for the cover page.
- Add the email(s) of the person(s) who should receive a copy of all of the faxes. Every email address should begin on a new line as pictured below.
- Press "Save".
Have Email-To-Fax (E-Fax) on your account?
You'll have two boxes at the bottom of your fax number's details. One where you can list emails who will get a copy of all received fax, and a second box where you can list emails who can send outbound faxes identifying themselves with that fax number as their fax caller ID. There is a limit of one email per DID, but you can reassign emails whenever needed. Please note, Email-To-Fax files aren't accessible from the report yet. You will still be able to generate reports to see their general fax data (time, date, pages, to, from, etc).
The size limit is 15mb per fax, how many pages is that?
Faxes, like images all have variable values. One page on a fax can have a lot of text, images, or high resolution and take up more space than a different page. Below is a chart for average fax page sizes and how many pages they equal out to.
32kb per page = 480 pages
64kb per page = 240 pages
128kb per page = 120 pages
256kb per page = 60 pages
512kb per page = 30 pages
1mb per page = 15 pages
For this reason, we offer a training program at the user level to help your team take advantage of all the live data and features we offer. We also offer administrative level training so you and your administrators are able to update the configuration of your system to suit your business needs. All of our training is done with designated specialists looking to better your business. Sign up for training at
To schedule a session, open the following link Ringbyname Training Center and follow the instructions on the screen. To get the most value out of RingByName, we advise you sign up for a training session in the morning hours after 9:00 AM.