Manual Reports (New web)

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Manual Reports

Screen title: Manual Reports Browser title: Custom Reports (same list template as Custom Reports; on-screen title is Manual Reports) Address: /reports/manual_report/

Use this screen to create and manage on-demand (manual) reports for a specific Start Date and End Date. Unlike Custom Reports, these are not driven by a recurring weekly/monthly schedule — you choose the date range, click Save, and CallProof generates the file in the background.

Manual Reports

Navigation: Report Icon Hover →Manual Reports

From this screen you can:

• View your company’s manual reports
• Add a manual report (full setup form)
• Edit a report and regenerate it
• Open or download the latest report output
• Duplicate a report (and queue a new run)
• Delete a report
• Reorder reports (drag handle) or sort alphabetically

Related: Custom Reports (scheduled/automatic) live at /reports/.

How to open Manual Reports

Option A — From the main menu

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

Option B — Open Manual Reports directly

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

Option C — From Add / Edit Manual Report

1. After saving, CallProof returns you to this list.
2. On Edit, use the breadcrumb link back to the Manual Reports list (/reports/manual_report/).

Permissions

• You must be signed in.
• Access depends on your company menu / role settings (often managers configure reports).
• Generated files are emailed to recipients and also appear under Your Scheduled Exports (/users/list/export/).
• Company menu permissions control whether this screen appears in your sidebar.

What you see on the screen

Header

• Title: Manual Reports
• Add Report — opens the full Add Manual Report page (not a small name-only popup)

Reports table

Column	What it shows
(sort handle)	Drag to reorder
(A–Z)	Alphabetical sort
Name	Report name
Report	Link to the latest generated report email/file, or “Processing, please check back soon”
Actions	Edit, Download (when ready), Duplicate, Delete

Empty state

• If none exist: No reports found

Differences from Custom Reports

• No Filter / Archived panel on this list
• No separate Run Report icon — generating happens when you Save on Add or Edit
• Download icon appears when the latest file is ready; otherwise it shows as scheduled/disabled

Field guide (Add / Edit)

Required

Field	Notes
Name	Required. Up to 64 characters.
Start Date	Required. Beginning of the data range.
End Date	Required. End of the data range.

People and delivery

Field	Notes
Included Sales Reps	Whose activity/data to include. Select All / Clear available.
Report Recipients	CallProof users who should receive the report. Select All / Clear available.
Additional Recipients	Extra email addresses — one per line, limit 3.

Markets

• Group By Market — when checked, choose Markets To Include

Tasks

• Included Sales Reps Here — reps for the tasks section
• No. of Days
• Show Past Task or Show Future Task

Events

• Events Counts — when checked, choose Events to Include

Recorded Calls

• Recorded Calls Counts
• Optional: Include Incoming Calls, Group By Call Result, Combine Outgoing Calls, Call Results To Include

Event Forms

• Do Not Show or Show All Events Forms

Sales Rep Assignment

• Include Account Assignment Counts

Event Form Fields

• Choose Count Entries or Add Field
• Pick Event Form (and Field / Field Action when adding a field)
• Click Add Field to build the list on the right
• Table columns: Event Form, Count/Use Field, Action, Group, Groups, and row Actions

Why Add, Edit, Duplicate, and Delete matter

Action	Purpose	When to use it
Add Report	Create a one-time (or reusable) report definition for a chosen date range and queue generation on Save.	Ad-hoc management summary for last week, last month, or a custom window.
Edit Report	Change dates, recipients, or included sections, then Save to regenerate.	Same report setup, new date range, or corrected options.
Download	Get the latest CSV/file when generation has finished.	After “Processing…” clears and the Report link is ready.
Duplicate	Copy an existing manual report and queue a new export run.	Similar report for another date range or slight option change.
Delete	Permanently remove the manual report definition.	Created by mistake or no longer needed — confirm first.

View Manual Reports

Reports list

1. Open Manual Reports (/reports/manual_report/).
2. Review Name and the Report column.
3. If it says “Processing, please check back soon”, wait and refresh, or check email / Your Scheduled Exports.
4. Use pagination if there are many reports.

Add a Manual Report

Define who and what to include for a specific date range, then generate the report

Address: /reports/manual_report/new/

Browser title: Manual Report

Screen title: Manual Report

Click the Add Manual Report (plus) icon

Add Manual Report

Steps

1. Click Add Report.
2. Enter Name, Start Date, and End Date (all required).
3. Choose Included Sales Reps, Report Recipients, and optional Additional Recipients (max 3 emails).
4. Configure Markets, Tasks, Events, Recorded Calls, Event Forms, Assignment, and Event Form Fields as needed.
5. Click Save.
6. CallProof queues the export and returns you to the Manual Reports list.
7. A Scheduled Manual Report status message explains that processing may take a few minutes; you will be emailed when finished, and the file will also appear in Your Scheduled Exports.

Edit a Manual Report

Update settings and date range, then regenerate the report on Save Address: /reports/manual_report/edit/<id>/ Browser title: Manual Report Edit Screen title: Manual Report Edit

Click the Edit Manual Report (pencil) icon

Edit Manual Report

Steps

1. On the list, click the Edit icon.
2. Update Name, Start/End dates, recipients, and content options.
3. Adjust Event Form Fields if needed.
4. Click Save.
5. You return to the list; generation starts again in the background (same status message as Add).
6. When ready, open the Report link or use Download.

Download or open the latest report

Download Manual Report

Purpose: Access the generated file after processing completes.

Steps

1. In the Report column, click the report/email name when it appears (opens the email view).
2. Or click the Report Download (CSV) icon in Actions when it is enabled.
3. If the CSV icon is disabled / “Report scheduled”, wait for processing to finish.
4. You can also open Your Scheduled Exports from the status message link (/users/list/export/).

Duplicate a Manual Report

Duplicate Manual Report

Purpose: Clone an existing manual report and queue a new export.

Address: /reports/manual_report/duplicate/<id>/

Steps

1. Click the Duplicate Report (+) icon.
2. Confirm duplication.
3. The copy is created and a new run is queued.
4. Edit the copy if you need a different name, dates, or options.

Delete a Manual Report

Delete Manual Report

Purpose: Permanently remove a manual report definition.

Steps

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

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.

How Manual Reports differ from Custom Reports

	Manual Reports	Custom Reports
Address	/reports/manual_report/	/reports/
Date control	Explicit Start Date / End Date	Schedule / days / rolling windows on Edit
How you generate	Save on Add or Edit queues the file	Separate Run Report (plus scheduled sends)
Archive	Not on this list	Archive / Unarchive + Archived filter
Typical use	One-off or “run for these dates” reports	Recurring automatic reports

Tips and important notes

• Workflow: Add → set dates & options → Save → wait for email / Exports → Download.
• To run the same setup for a new period: Edit, change Start/End dates, Save again.
• Additional Recipients: one email per line, maximum 3.
• Large date ranges or many sections take longer; use Exports if the list still says Processing.
• There is no Archive on Manual Reports — use Delete only when you are sure.
• Duplicate is faster than rebuilding a complex Event Form Fields setup.
• Custom (scheduled) reports stay under /reports/; this list only shows manual-schedule reports.

Need help?

• No reports found: click Add Report to create the first one
• Stuck on Processing: wait, refresh, or check Your Scheduled Exports and email
• Cannot download: file not ready yet — wait until the Report link / Download icon is active
• Wrong dates or people: Edit, fix Start/End dates and Included Sales Reps / Recipients, then Save
• Missing emails: check Report Recipients and Additional Recipients (max 3)
• Looking for scheduled reports: open Custom Reports at /reports/
• Other issues: email support@callproof.com