Custom Reports (New web)

Path: Callproof Support - New Website - Report_Menu - Custom Reports (New web)

Custom Reports

Screen title: Custom Reports

Browser title: Custom Reports

Address: /reports/

Use this screen to create and manage scheduled (automatic) custom reports for your company. Each report can be configured (date range, schedule, recipients, events, calls, event forms, markets, and more), run on demand, duplicated, archived, or deleted.

Related: Manual Reports live at /reports/manual_report/ (separate list for on-demand style reports).

Custom Reports

Navigation: Report Icon Hover → Custom Reports

From this screen you can:

• View active (and optionally archived) custom reports
• Add a report
• Edit report settings
• Run a report now
• Open the latest generated report email/file
• Duplicate a report
• Archive / unarchive a report
• Delete a report
• Reorder reports (drag handle) or sort alphabetically

How to open Custom Reports

Option A — From the main menu

1. Sign in to CallProof.
2. In the left sidebar, open Reports / Custom Reports (label may vary by company setup).

Option B — Open Custom Reports directly

1. Open your web browser.
2. Go to your CallProof website and add /reports/ at the end of the address (for example: https://appv2.callproof.com/reports/).
3. Press Enter.
4. The Custom Reports list appears.

Option C — From Edit Report

1. While editing a report, click the breadcrumb Custom Reports.
2. You return to this list.

Permissions

• You must be signed in.
• Access depends on your company menu / role settings (often managers configure reports).
• You cannot run a report if the company account is disabled.
• Generated reports are emailed to configured recipients and can be opened from the Report column or Exports-related email links.
• Company menu permissions control whether this screen appears in your sidebar.

What you see on the screen

Header

• Title: Custom Reports
• Add Report
• Filter button

Empty state

• If none match: No reports found

Filter

• Archived checkbox — when checked, shows archived reports; when unchecked, active reports only (archived hidden)

Field guide

Name (Add Report)

• Required.
• Up to 64 characters.
• Display name of the custom report.

Archived (Filter)

• Off (default) — list active reports
• On — include/show archived reports (per filter behavior)

Edit Report (overview)

After Add (or from Edit), you configure the report at /reports/edit/<id>/, including items such as:

• Name
• Date mode / number of days / offsets / week settings
• Schedule (for example weekly or monthly send settings)
• Email recipients / notification emails
• Options for recorded calls, events, event forms, markets, rep assigns, and related report content
• Save to apply settings

Exact fields depend on your company setup and the options enabled on the edit form.

Why Add, Edit, Run, Archive, and Delete matter

Action	Purpose	When to use it
Add Report	Create a new custom report shell, then open Edit to finish setup.	New weekly/monthly management or activity report.
Edit Report	Set what data is included, date window, schedule, and who receives it.	After Add, or whenever requirements change.
Run Report	Generate the report immediately (background job) without waiting for the schedule.	Ad-hoc request, testing a new setup, or catching up after a missed send.
Duplicate	Copy an existing report as “Name (copy)” with the same settings to tweak.	Similar report for another market or schedule.
Archive / Unarchive	Hide a report from the normal list without deleting it (or restore it).	Seasonal or retired reports you may need again.
Delete	Permanently remove a report definition.	Created by mistake or no longer needed — confirm first.

View Custom Reports

Reports list

1. Open Custom Reports (/reports/).
2. Review Name and the latest Report link.
3. If a report is processing, wait and refresh, or open the link when it appears.
4. Use pagination if there are many reports.

Filter (show archived)

Custom Report Filter

1. Click the Filter button.
2. Check Archived to work with archived reports (or clear it for active only).
3. Apply the filter.
4. Clear filters to return to the default active list.

Add a Report

Create a new custom report, then configure it on the Edit page Address (create): /reports/new/

Add Report

Steps

1. Click Add Report.
2. In the Add Report popup, enter Name (required).
3. Click Save.
4. CallProof creates the report and opens Edit Report (/reports/edit/<id>/).
5. Complete schedule, recipients, date settings, and content options.
6. Save the edit form.
7. Return to Custom Reports to see it in the list.

Edit a Report

Configure how and what the report generates and who receives it Address: /reports/edit/<id>/ Breadcrumb: Custom Reports » Edit Report

Click the Edit Report (pencil) icon

Edit Report

Steps

1. On the list, click the Edit icon.
2. Update Name and date/schedule fields as needed.
3. Set email recipients / notification emails.
4. Enable the data sections you need (calls, events, event forms, markets, and so on — as shown on the form).
5. Save.
6. Click Custom Reports in the breadcrumb to return to the list.

Tip: After major setup changes, use Run Report once to verify the output.

Run a Report now

Run Report

Purpose: Queue an immediate generate of the report (background).

Address: /reports/run/<id>/

Steps

1. Click the Run Report (CSV) icon for a report that is not already running.
2. Confirm in Run Report Confirmation.
3. Status changes to scheduled/running (loader / “Report scheduled” style icon).
4. CallProof polls until the run finishes, then refreshes.
5. When ready, use the Report column link to open the latest email/file.
6. If it already says a run is scheduled, wait for that run to finish before starting another.

Notes

• Cannot run if the company is disabled.
• Large reports take longer; “Processing, please check back soon” means the file is not ready yet.

Open the latest report output

1. In the Report column, click the report/email name when it appears.
2. Review or download the attachment from the email view.
3. If you only see “Processing…”, wait and refresh the list, or check your email when the job completes.

Duplicate a Report

Duplicate Report

Purpose: Clone a report (name becomes “Original name (copy)”) with the same settings.

Steps

1. Click the Duplicate Report (+) icon.
2. Confirm duplication.
3. The copy appears in the list.
4. Edit the copy to change name, schedule, markets, or recipients as needed.

Archive / Unarchive a Report

Archive Report

Purpose: Remove a report from the normal active list without deleting it, or restore it later.

Steps — Archive

1. Click the Archive icon.
2. Confirm.
3. The report leaves the default (non-archived) list.

Steps — Unarchive

1. Open Filter and check Archived, then Apply (so archived reports are visible).
2. Click Unarchive on the report.
3. Confirm.
4. The report returns to the active list.

Delete a Report

Delete Report

Purpose: Permanently remove a custom report definition.

Steps

1. Click the Delete (trash) icon.
2. Confirm the delete prompt.
3. The report is removed from the list.

Caution: Prefer Archive if you might need the setup again.

Reorder reports

1. Drag the handle (bars icon) on a row up or down.
2. Or click the alphabetical (A–Z) icon in the header to sort by name.

Related: Manual Reports

• Manual Reports — /reports/manual_report/
• Add / edit manual reports from that area
• Use when you need manual-style report definitions separate from the automatic Custom Reports list

Tips and important notes

• Workflow is usually: Add → Edit (configure) → Run (test) → Schedule sends emails on cycle.
• The list excludes manual-schedule reports; those appear under Manual Reports.
• Archived reports are hidden unless you filter for them.
• Duplicate is faster than rebuilding a complex report from scratch.
• While a run is in progress, Run may show as scheduled; wait for completion.
• Latest output appears in the Report column when generation finishes.
• Name is required and limited to 64 characters on Add.
• Check recipient emails on Edit so the right people get the file.

Need help?

• No reports found: add the first report, or clear the Archived filter
• Stuck on Processing: wait and refresh; confirm Run was started and company is active
• Cannot run: company may be disabled, or a run is already scheduled
• Wrong data in output: edit date mode, days, markets, and included sections, then Run again
• Missing archived report: enable Archived in the filter
• Other issues: email support@callproof.com