Ashley DeBon: /* Edit a Manual Report */

2026-07-23T13:27:51Z

‎Edit a Manual Report

Ashley DeBon: /* Add a Manual Report */

2026-07-23T13:26:38Z

‎Add a Manual Report

Ashley DeBon: /* View Manual Reports */

2026-07-23T13:24:33Z

‎View Manual Reports

Ashley DeBon at 13:23, 23 July 2026

2026-07-23T13:23:11Z

Ashley DeBon: /* Manual Reports */

2026-07-23T13:22:51Z

‎Manual Reports

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Reports_Menu - Manual Reports = Manual Reports = '''Screen title:''' Manual Reports '''Browser title:''' Custom Rep..."

2026-07-23T13:22:06Z

Created page with "Path: Callproof Support - New Website - Reports_Menu - Manual Reports = Manual Reports = '''Screen title:''' Manual Reports '''Browser title:''' Custom Rep..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Reports_Menu]] - [[Manual Reports]]

= Manual Reports =

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

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.

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 <code>/reports/</code>.

[[File:ManualReports.png|350px|thumb|Manual Reports]]
<div style="clear:both;"></div>

== How to open Manual Reports ==

=== Option A — From the main menu ===

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

=== Option B — Open Manual Reports directly ===

# Open your web browser.
# Go to your CallProof website and add <code>/reports/manual_report/</code> at the end of the address (for example: <code>https://appv2.callproof.com/reports/manual_report/</code>).
# Press '''Enter'''.
# The Manual Reports list appears.

=== Option C — From Add / Edit Manual Report ===

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

== 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''' (<code>/users/list/export/</code>).
* 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 ===

{| class="wikitable"
! 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 ===

{| class="wikitable"
! 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 ===

{| class="wikitable"
! 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 ==

{| class="wikitable"
! 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 ==
[[File:ManualReportsList.png|350px|thumb|right|Manual Reports list]]

# Open '''Manual Reports''' (<code>/reports/manual_report/</code>).
# Review '''Name''' and the '''Report''' column.
# If it says “Processing, please check back soon”, wait and refresh, or check email / '''Your Scheduled Exports'''.
# Use pagination if there are many reports.
<div style="clear:both;"></div>

== Add a Manual Report ==
[[File:AddManualReport.png|350px|thumb|right|Add Manual Report]]

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

'''Address:''' <code>/reports/manual_report/new/</code>
'''Browser title:''' Manual Report
'''Screen title:''' Manual Report

=== Steps ===

# Click '''Add Report'''.
# Enter '''Name''', '''Start Date''', and '''End Date''' (all required).
# Choose '''Included Sales Reps''', '''Report Recipients''', and optional '''Additional Recipients''' (max 3 emails).
# Configure Markets, Tasks, Events, Recorded Calls, Event Forms, Assignment, and Event Form Fields as needed.
# Click '''Save'''.
# CallProof queues the export and returns you to the Manual Reports list.
# 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'''.
<div style="clear:both;"></div>

== Edit a Manual Report ==
[[File:EditManualReport.png|350px|thumb|right|Edit Manual Report]]

'''Purpose:''' Update settings and date range, then regenerate the report on Save.

'''Address:''' <code>/reports/manual_report/edit/<id>/</code>
'''Browser title:''' Manual Report Edit
'''Screen title:''' Manual Report Edit

=== Steps ===

# On the list, click the '''Edit''' icon.
# Update Name, Start/End dates, recipients, and content options.
# Adjust Event Form Fields if needed.
# Click '''Save'''.
# You return to the list; generation starts again in the background (same status message as Add).
# When ready, open the Report link or use Download.
<div style="clear:both;"></div>

== Download or open the latest report ==
[[File:DownloadManualReport.png|350px|thumb|right|Download Manual Report]]

'''Purpose:''' Access the generated file after processing completes.

=== Steps ===

# In the '''Report''' column, click the report/email name when it appears (opens the email view).
# Or click the '''Report Download''' (CSV) icon in Actions when it is enabled.
# If the CSV icon is disabled / “Report scheduled”, wait for processing to finish.
# You can also open '''Your Scheduled Exports''' from the status message link (<code>/users/list/export/</code>).
<div style="clear:both;"></div>

== Duplicate a Manual Report ==
[[File:DuplicateManualReport.png|350px|thumb|right|Duplicate Manual Report]]

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

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

=== Steps ===

# Click the '''Duplicate Report''' (+) icon.
# Confirm duplication.
# The copy is created and a new run is queued.
# Edit the copy if you need a different name, dates, or options.
<div style="clear:both;"></div>

== Delete a Manual Report ==
[[File:DeleteManualReport.png|350px|thumb|right|Delete Manual Report]]

'''Purpose:''' Permanently remove a manual report definition.

=== Steps ===

# Click the '''Delete''' (trash) icon.
# Confirm the delete prompt.
# The report is removed from the list.
<div style="clear:both;"></div>

== Reorder reports ==

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

== How Manual Reports differ from Custom Reports ==

{| class="wikitable"
!
! Manual Reports
! Custom Reports
|-
| Address
| <code>/reports/manual_report/</code>
| <code>/reports/</code>
|-
| 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 <code>/reports/</code>; 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 <code>/reports/</code>
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 13:23, 23 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[~~Reports_Menu~~]] - [[Manual Reports]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Report_Menu]] - [[Manual Reports (New web)]]

	= Manual Reports =		= Manual Reports =

@@ Line 226: / Line 226: @@
 == Edit a Manual Report ==
-[[File:EditManualReport.png|350px|thumb|right|Edit Manual Report]]
+Update settings and date range, then regenerate the report on Save
 '''Address:''' <code>/reports/manual_report/edit/&lt;id&gt;/</code>
 '''Browser title:''' Manual Report Edit
 '''Screen title:''' Manual Report Edit
 === Steps ===

@@ Line 198: / Line 198: @@
 == Add a Manual Report ==
-[[File:AddManualReport.png|350px|thumb|right|Add Manual Report]]
+Define who and what to include for a specific date range, then generate the report
-'''Purpose:''' Define who and what to include for a specific date range, then generate the report.
+'''Address:''' <code>/reports/manual_report/new/</code>
 '''Screen title:''' Manual Report
 === Steps ===

@@ Line 189: / Line 189: @@
 == View Manual Reports ==
-[[File:ManualReportsList.png|350px|thumb|right|Manual Reports list]]
+[[File:ManualReports.png|350px|thumb|Reports list]]
 # Open '''Manual Reports''' (<code>/reports/manual_report/</code>).