Manual Reports - Revision history

Ashley DeBon: /* Download Manual Report */

2026-07-16T11:36:30Z

‎Download Manual Report

Ashley DeBon: /* Download Manual Report */

2026-07-16T11:36:13Z

‎Download Manual Report

Ashley DeBon: /* Reorder Reports */

2026-07-16T11:31:40Z

‎Reorder Reports

Ashley DeBon at 11:19, 16 July 2026

2026-07-16T11:19:10Z

Ashley DeBon at 11:14, 16 July 2026

2026-07-16T11:14:48Z

Show changes

Ashley DeBon: /* Manual Reports */

2026-07-16T11:04:34Z

‎Manual Reports

Ashley DeBon at 11:02, 16 July 2026

2026-07-16T11:02:50Z

Ashley DeBon: Created page with "= Manual Reports = '''Navigation:''' '''Stats''' → '''Manual Reports''' '''URL:''' `/reports/manual_report/` '''Page Title:''' CallProof :: Manual Reports ==..."

2026-07-16T09:45:27Z

Created page with "= Manual Reports = '''Navigation:''' '''Stats''' → '''Manual Reports''' '''URL:''' <code>/reports/manual_report/</code> '''Page Title:''' CallProof :: Manual Reports ==..."

New page

= Manual Reports =

'''Navigation:''' '''Stats''' → '''Manual Reports'''

'''URL:''' <code>/reports/manual_report/</code>

'''Page Title:''' CallProof :: Manual Reports

== Purpose ==

Manual Reports allow users to generate one-time CSV reports for a specific date range. Unlike Custom Reports, Manual Reports do not run on a recurring schedule. After saving the report, CallProof processes it in the background and emails the completed report to the selected recipients.

== Access ==

{| class="wikitable"
! User
! Access
|-
| Logged-in User
| Can access Manual Reports.
|-
| Manager
| Typically manages Manual Reports.
|}

== Manual Reports vs Custom Reports ==

{| class="wikitable"
! Feature
! Manual Reports
! Custom Reports
|-
| Date Range
| Fixed Start Date and End Date
| Rolling or Static
|-
| Schedule
| None
| Weekly or Monthly
|-
| Run Report
| Save automatically starts report generation
| Separate Run button
|-
| Archive
| No
| Yes
|-
| Create
| Single page
| Create then Edit
|}

== Open Manual Reports ==

# Log in to CallProof.
# Navigate to <code>/reports/manual_report/</code>.
# The Manual Reports page opens.
# Review existing reports.

== Manual Reports List ==

The page displays all previously created manual reports.

{| class="wikitable"
! Column
! Description
|-
| Drag Handle
| Reorder reports.
|-
| Name
| Opens the Edit page.
|-
| Last Run
| Opens the most recent completed report.
|-
| Edit
| Update the report.
|-
| Download
| Download completed CSV report.
|-
| Duplicate
| Create a copy.
|-
| Delete
| Remove the report.
|}

== Add Manual Report ==

=== Purpose ===

Create a one-time report for a specific reporting period.

=== Steps ===

# Click '''Add Report'''.
# Enter the '''Report Name'''.
# Select the '''Start Date'''.
# Select the '''End Date'''.
# Select the '''Report Recipients'''.
# Enter up to three '''Additional Recipients''' if required.
# Select the '''Included Sales Representatives'''.
# Configure any optional report sections.
# Click '''Save'''.
# Wait for processing.
# A confirmation message indicates that the report is being generated.
# The completed report is emailed when processing finishes.

== Main Report Fields ==

{| class="wikitable"
! Field
! Required
! Description
|-
| Name
| Yes
| Report title.
|-
| Start Date
| Yes
| Beginning of reporting period.
|-
| End Date
| Yes
| End of reporting period.
|-
| Report Recipients
| No
| Internal CallProof users.
|-
| Additional Recipients
| No
| Up to three external email addresses.
|-
| Included Sales Reps
| No
| Sales representatives included in the report.
|}

== Markets ==

=== Purpose ===

Group report data by market.

=== Steps ===

# Enable '''Group By Market'''.
# Select the desired markets.
# Click '''Save'''.

== Sales Rep Assignments ==

=== Purpose ===

Include account assignment totals.

=== Steps ===

# Enable '''Include Account Assignment Counts'''.
# Click '''Save'''.

== Events ==

=== Purpose ===

Include CRM event totals.

=== Steps ===

# Enable '''Event Counts'''.
# Select the required event types.
# Click '''Save'''.

== Recorded Calls ==

=== Purpose ===

Include recorded call statistics.

=== Options ===

* Recorded Call Counts
* Include Incoming Calls
* Group By Call Result
* Combine Outgoing Calls
* Call Results

=== Steps ===

# Configure the desired options.
# Click '''Save'''.

== Event Forms ==

=== Purpose ===

Include Event Form summary information.

=== Options ===

* Do Not Show
* Show All Event Forms

=== Steps ===

# Select the preferred option.
# Click '''Save'''.

== Next Week's Tasks ==

=== Purpose ===

Include task and appointment information.

=== Steps ===

# Select the Sales Representatives.
# Specify the number of days.
# Optionally enable '''Show Past Appointments'''.
# Click '''Save'''.

'''Note:''' Maximum task range is '''1,095 days'''.

== Event Form Fields ==

=== Purpose ===

Include custom Event Form fields in the report.

=== Available Options ===

* Count Entries
* Add Field
* Field Action
* Group Results
* Groupings

=== Steps ===

# Select an Event Form.
# Choose '''Count Entries''' or '''Add Field'''.
# Select the desired field.
# Select the Field Action.
# Optionally configure Group Results.
# Click '''Add Field'''.
# Repeat for additional fields.
# Drag rows to reorder fields if required.

== Save Manual Report ==

=== Purpose ===

Generate the report immediately.

=== Steps ===

# Click '''Save'''.
# Wait while the report is queued.
# A processing message appears.
# The report is generated in the background.
# An email is sent when processing completes.
# The report is also available under '''Your Scheduled Exports'''.

== Download Manual Report ==

=== Purpose ===

Download the completed report.

=== Steps ===

# Open '''Manual Reports'''.
# Locate the completed report.
# Click the '''CSV Download''' icon.
# Save the downloaded file.

== Edit Manual Report ==

=== Purpose ===

Update an existing report and generate a new export.

=== Steps ===

# Open '''Manual Reports'''.
# Click the '''Edit''' icon.
# Update the report configuration.
# Click '''Save'''.
# A new export begins automatically.
# Wait for the completion email.

== Duplicate Manual Report ==

=== Purpose ===

Create a copy of an existing report.

=== Steps ===

# Click the '''Duplicate''' icon.
# Confirm the action.
# A copy of the report is created.
# The duplicated report is queued for export.
# Modify the copied report if necessary.

== Delete Manual Report ==

=== Purpose ===

Remove an obsolete report.

=== Steps ===

# Click the '''Delete''' icon.
# Confirm the deletion.
# The report is permanently removed.

== Reorder Reports ==

=== Purpose ===

Organize reports into the preferred display order.

=== Steps ===

# Drag a report using the drag handle.
# Drop it into the desired position.
# The new order is saved automatically.

== Notes ==

* Manual Reports generate one-time exports only.
* Saving a report automatically queues report generation.
* Reports are processed in the background.
* Completed reports are emailed to all configured recipients.
* Reports can also be downloaded from '''Your Scheduled Exports'''.
* Manual Reports do not support recurring schedules.
* Up to three additional external email recipients can be configured.
* Reports support Markets, Sales Rep Assignments, Events, Recorded Calls, Event Forms, Tasks, and Event Form Fields.
* Event Form Fields can be reordered using drag and drop.
* Download becomes available after report generation completes.

@@ Line 225: / Line 225: @@
 == Download Manual Report ==
 Open or download the last finished file without rebuilding the report — verify content, forward, or archive locally.
-[[File:ManualReportDownload.png|250px|thumb|right|Report Downlaoad]]
+[[File:ManualReportDownload.png|250px|thumb|right|Report Download]]
 # Open '''Manual Reports'''.
 # Locate the completed report.

@@ Line 271: / Line 271: @@
 == Reorder Reports ==
-Organize reports into the preferred display order.
+Organize many manual templates on the list for easier finding. Order does not change what goes into any CSV.
 [[File:ManualReportReorder.png|250px|thumb|right|Manual Report Re-Order]]
@@ Line 278: / Line 279: @@
 # The new order is saved automatically.
 <div style="clear:both;"></div>
 == Notes ==

@@ Line 1: / Line 1: @@
 = Manual Reports =
 Manual Reports allow users to generate one-time CSV reports for a specific date range. Unlike Custom Reports, Manual Reports do not run on a recurring schedule. After saving the report, CallProof processes it in the background and emails the completed report to the selected recipients.
@@ Line 227: / Line 229: @@
 # Click the '''CSV Download''' icon.
 # Save the downloaded file.
 == Edit Manual Report ==
 Change dates, recipients, sections, or fields and regenerate the CSV. Use for a new period with the same template, or to fix a prior run’s settings.
 # Open '''Manual Reports'''.
 # Click the '''Edit''' icon.
@@ Line 236: / Line 247: @@
 # A new export begins automatically.
 # Wait for the completion email.
 == Duplicate Manual Report ==
 Clone as “{name} (copy)” and schedule a new export. Fast way to reuse a working template for another period or audience (adjust dates on edit if needed).
 # Click the '''Duplicate''' icon.
 # Confirm the action.
@@ Line 244: / Line 258: @@
 # The duplicated report is queued for export.
 # Modify the copied report if necessary.
 == Delete Manual Report ==
 Remove a one-time template you no longer need from the list permanently.
 # Click the '''Delete''' icon.
 # Confirm the deletion.
 # The report is permanently removed.
 == Reorder Reports ==
 Organize reports into the preferred display order.
 # Drag a report using the drag handle.
 # Drop it into the desired position.
 # The new order is saved automatically.
+<div style="clear:both;"></div>
 == Notes ==

@@ Line 15: / Line 15: @@
 | Typically manages Manual Reports.
 |}
 == Manual Reports vs Custom Reports ==

@@ Line 1: / Line 1: @@
 = Manual Reports =
 '''Navigation:''' '''Stats''' → '''Manual Reports'''
 {| class="wikitable"
@@ Line 51: / Line 43: @@
 | Create then Edit
 |}
 # Log in to CallProof.
@@ Line 58: / Line 48: @@
 # The Manual Reports page opens.
 # Review existing reports.
 The page displays all previously created manual reports.
@@ Line 90: / Line 78: @@
 == Add Manual Report ==
 Create a one-time report for a specific reporting period.

Manual Reports - Revision history

Ashley DeBon: /* Download Manual Report */

Ashley DeBon: /* Download Manual Report */

Ashley DeBon: /* Reorder Reports */

Ashley DeBon at 11:19, 16 July 2026

Ashley DeBon at 11:14, 16 July 2026

Ashley DeBon: /* Manual Reports */

Ashley DeBon at 11:02, 16 July 2026

Ashley DeBon: Created page with "= Manual Reports = '''Navigation:''' '''Stats''' → '''Manual Reports''' '''URL:''' /reports/manual_report/ '''Page Title:''' CallProof :: Manual Reports ==..."

Ashley DeBon: Created page with "= Manual Reports = '''Navigation:''' '''Stats''' → '''Manual Reports''' '''URL:''' `/reports/manual_report/` '''Page Title:''' CallProof :: Manual Reports ==..."