Custom Reports - Revision history

Ashley DeBon at 09:13, 16 July 2026

2026-07-16T09:13:31Z

Ashley DeBon: /* Event Form Fields */

2026-07-16T09:09:15Z

‎Event Form Fields

Ashley DeBon: /* Next Week's Tasks */

2026-07-16T09:09:00Z

‎Next Week's Tasks

Ashley DeBon at 09:08, 16 July 2026

2026-07-16T09:08:32Z

Ashley DeBon: /* Delete Report */

2026-07-16T09:00:04Z

‎Delete Report

Ashley DeBon: /* Edit Report */

2026-07-16T08:58:30Z

‎Edit Report

Ashley DeBon: /* Add Report */

2026-07-16T08:57:12Z

‎Add Report

Ashley DeBon: /* Custom Reports List */

2026-07-16T08:51:48Z

‎Custom Reports List

Ashley DeBon: /* Add Report */

2026-07-16T08:51:29Z

‎Add Report

Ashley DeBon: /* Search Archived Reports */

2026-07-16T08:51:18Z

‎Search Archived Reports

← Older revision		Revision as of 09:13, 16 July 2026
Line 292:		Line 292:

	== Reorder Reports ==		== Reorder Reports ==
		+	Set priority/display order on the main list when dozens of reports exist — often matches importance or review order in team meetings.
		+
		+	[[File:CustomReportReorder.png\|250px\|thumb\|right\|Custom Report Re-Order]]
		+
		+	# Drag a report using the drag handle.
		+	# Drop it in the desired position.
		+	# The new order is saved automatically.
		+
		+	== Related Report Features ==
		+
		+	{\| class="wikitable"
		+	! Feature
		+	! URL
		+	! Purpose
		+	\|-
		+	\| Manual Reports
		+	\| <code>/reports/manual_report/</code>
		+	\| Generate one-time reports for a selected date range.
		+	\|-
		+	\| Manager Report
		+	\| <code>/mail/generate_report_now/</code>
		+	\| Generate the built-in manager production report.
		+	\|}
		+	<div style="clear:both;"></div>
		+
		+	== Notes ==
		+
		+	* Only Managers can create or manage Custom Reports.
		+	* Reports support automatic weekly and monthly scheduling.
		+	* Reports can cover rolling or fixed date ranges.
		+	* Reports can be emailed to CallProof users and external recipients.
		+	* Maximum automatic reporting window is '''120 days'''.
		+	* Reports can be grouped by markets, sales representatives, events, recorded calls, tasks, and event form data.
		+	* Reports can be executed immediately using the '''Run''' action without affecting the existing schedule.
		+	* Archived reports are hidden from the default list until the '''Archived''' filter is enabled.

@@ Line 224: / Line 224: @@
 == Event Form Fields ==
 Include specific Event Form fields or summary information.
 * Count Entries
 * Add Field

@@ Line 217: / Line 217: @@
 == Next Week's Tasks ==
 Include upcoming or past appointments and follow-up tasks.
 # Select the included Sales Representatives.
 # Enter the number of days.

@@ Line 162: / Line 162: @@
 == Markets ==
-=== Purpose ===
+Break report output by market/territory instead of one company total. Regional managers get slices that match how accounts and reps are organized geographically or structurally.
+When grouping by market, choose which markets appear. Enabling group-by-market also affects rep selection (included sales reps are cleared in that flow) so the report stays market-scoped.
 # Select '''Group By Market'''.
@@ Line 174: / Line 171: @@
 == Sales Rep Assignments ==
-=== Purpose ===
+Add metrics on how many accounts are assigned to reps — workload, coverage gaps, and fairness reviews alongside activity counts.
 # Enable '''Include Account Assignment Counts'''.
 # Click '''Save'''.
@@ Line 185: / Line 177: @@
 == Events ==
-=== Purpose ===
+When event counts are on, pick which event types count — so the report isn’t flooded with irrelevant event types (e.g. only “Visit” and “Presentation,” not every internal type).
 # Enable '''Event Counts'''.
@@ Line 197: / Line 185: @@
 == Recorded Calls ==
-=== Purpose ===
+Add inbound calls to the call section, not only outbound — full picture of phone engagement when both directions matter.
-Include recorded call statistics.
+Recorded calls — Combine outgoing calls
-=== Available Options ===
+Recorded calls — Call results to include
 * Recorded Call Counts
@@ Line 208: / Line 201: @@
 * Combine Outgoing Calls
 * Call Results
 # Configure the desired options.
@@ Line 215: / Line 206: @@
 == Event Forms ==
-=== Purpose ===
+Event forms — Show all event forms
+Include all event forms in a summary section without adding each form field one by one — quick way to see form submission activity across the company.* Do Not Show
 * Show All Event Forms
 # Select the desired option.
@@ Line 256: / Line 242: @@
 * Group Results
 * Groupings
 # Select an Event Form.
@@ Line 269: / Line 253: @@
 == Run Report ==
+Trigger an immediate generation and email without waiting for the next scheduled send — for testing a new config, ad-hoc leadership requests, or catching up after a holiday.
-=== Purpose ===
+[[File:CustomRunReport.png|250px|thumb|right|Run Report]]
 # Click the '''Run''' (CSV) icon.
@@ Line 286: / Line 266: @@
 * Disabled companies cannot run reports.
 * If a report is already queued, a notification is displayed.
 == Duplicate Report ==
+Clone an existing setup as “{name} (copy)” with the same fields, schedule logic, and options — then tweak one thing (reps, markets, or schedule) for a variant report.
-=== Purpose ===
+[[File:CustomDuplicateReport.png|250px|thumb|right|Custom Duplicate Report]]
 # Click the '''Duplicate''' icon.
@@ Line 299: / Line 276: @@
 # Modify the settings as required.
 # Save the report.
 == Archive Report ==
+Stop treating a report as active and remove its recipients and extra emails so it won’t keep sending while you keep the definition for history. Safer than delete when you might reuse the config later.
-=== Purpose ===
+[[File:CustomArchiveReport.png|250px|thumb|right|Custom Archive Report]]
 # Click the '''Archive''' icon.
@@ Line 316: / Line 291: @@
 * Archived reports no longer send scheduled emails.
 * Recipient lists are cleared automatically.
 == Delete Report ==

@@ Line 318: / Line 318: @@
 == Delete Report ==
+Permanently remove the report definition and its linked settings when it’s obsolete and you won’t need the configuration again.
-=== Purpose ===
+[[File:CustomReportDelete.png|250px|thumb|right|Custom Report Delete]]
 # Click the '''Delete''' (red X) icon.
 # Confirm the deletion.
 # The report is permanently removed.
 == Reorder Reports ==

@@ Line 97: / Line 97: @@
 == Edit Report ==
-The Edit page contains several configuration sections.
+<div style="float:right; margin:0 0 1em 1em;">
 === Main Report Settings ===
@@ Line 148: / Line 155: @@
 | Up to three external email addresses.
 |}
 # Update the required settings.
 # Click '''Update'''.
 == Markets ==

@@ Line 79: / Line 79: @@
 == Add Report ==
-Start a new automated report with a name only, then configure it on the Edit screen. Use this when you need a new recurring export (e.g. weekly activity by rep, monthly event form totals) that doesn’t exist yet.
+</div>
 # Click '''Add Report'''.
@@ Line 86: / Line 94: @@
 # Click '''Save'''.
 # The Edit Report page opens for additional configuration.
 == Edit Report ==

@@ Line 34: / Line 34: @@
 == Custom Reports List ==
-The report list displays all available report definitions.
+Give managers one screen to see every automated report the company uses — names, last delivery, and quick actions. Instead of exporting data by hand each week, you maintain report “recipes” here that run on their own and land in email (and Last Run links). This is the control center for recurring operational reporting.
 [[File:CustomReportList.png|300px|thumb|right|Custom Report Actions]]

@@ Line 68: / Line 68: @@
 == Search Archived Reports ==
-Display archived report definitions.
+Separate active reports from retired ones. Check Archived and Search when you need an old configuration for reference, to unarchive it, or to confirm something was turned off — without mixing inactive definitions into day-to-day work.
 [[File:CustomReportArchive.png|250px|thumb|right|Custom Report Archive]]