Custom Reports

Path: Website - Navigation Bar - Stats - Custom Reports

Custom Reports

Custom Reports allow managers to create reusable, scheduled CSV reports that automatically collect CallProof activity data and email it to selected recipients. Reports can include event forms, event counts, recorded calls, account assignments, markets, and upcoming tasks. Reports can run automatically on a weekly or monthly schedule or be executed manually at any time.

Index of Custom Report in Callproof.

Navigation: Stats → Custom Reports

User	Access
Manager	Full access to create, edit, run, duplicate, archive, reorder, and delete reports.
Non-Manager	Cannot access Custom Reports.
Disabled Company	Reports cannot be run manually.

1. Log in as a Manager.
2. Hover over Stats.
3. Click Custom Reports.
4. The Custom Reports page opens.
5. Review the list of existing reports.
6. Optionally enable Archived and click Search to display archived reports.

Custom Reports List

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.

Custom Report Actions

Column / Action	Description
Drag Handle	Reorder reports.
Name	Opens the Edit Report page.
Last Run	Opens the most recently generated report.
Edit	Modify the report configuration.
Run	Execute the report immediately.
Duplicate	Create a copy of the report.
Archive / Unarchive	Hide or restore a report.
Delete	Permanently remove the report.

Search Archived Reports

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.

Custom Report Archive

1. Check Archived.
2. Click Search.
3. Archived reports appear in the list.

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.

Add Report Click (plus) icon

Add Report

1. Click Add Report.
2. Enter the Report Name.
3. Click Save.
4. The Edit Report page opens for additional configuration.

Edit Report

Label the report so recipients know what the email/CSV contains. Clear names matter when many reports run on different schedules (e.g. “Weekly North Region Calls” vs “Monthly Event Form – Demos”).

Edit Report Click (pencil) icon

Edit Report

Main Report Settings

Field	Description
Name	Report title.
Date Mode	Rolling or Static.
Static Type	Week End or Month End.
First Day of Week	Sunday or Monday.
Start Date Offset	Shift report start date.
Number of Days	Reporting window (maximum 120 days).
Send Schedule	Weekly or Monthly.
Previous Week	Send previous week's data.
Previous Month	Send previous month's data.
Week Days	Weekly delivery days.
Month Days	Monthly delivery dates.
Included Sales Reps	Sales representatives included in the report.
Report Recipients	CallProof users who receive the report.
Additional Recipients	Up to three external email addresses.

1. Update the required settings.
2. Click Update.

Markets

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.

1. Select Group By Market.
2. Choose the markets to include.
3. Click Save.

Sales Rep Assignments

Add metrics on how many accounts are assigned to reps — workload, coverage gaps, and fairness reviews alongside activity counts.

1. Enable Include Account Assignment Counts.
2. Click Save.

Events

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).

1. Enable Event Counts.
2. Select the event types.
3. Click Save.

Recorded Calls

Add inbound calls to the call section, not only outbound — full picture of phone engagement when both directions matter.

Recorded calls — Group by call result Split call metrics by call result (connected, voicemail, no answer, etc.) instead of one lump sum — better for coaching and conversion analysis.

Recorded calls — Combine outgoing calls When grouping by result, optionally merge outgoing call types for simpler summaries (fewer rows, easier executive read).

Recorded calls — Call results to include When grouping is on, select which results appear — exclude noise or focus on outcomes you care about for KPIs.

• Recorded Call Counts
• Include Incoming Calls
• Group by Call Result
• Combine Outgoing Calls
• Call Results

1. Configure the desired options.
2. Click Save.

Event Forms

Event forms — Do not show Omit the broad event forms summary block from the CSV when you only want events, calls, markets, or specific custom fields — leaner report.

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

1. Select the desired option.
2. Click Save.

Next Week's Tasks

Include upcoming or past appointments and follow-up tasks.

1. Select the included Sales Representatives.
2. Enter the number of days.
3. Optionally enable Show Past Appointments.
4. Click Save.

Event Form Fields

Include specific Event Form fields or summary information.

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

1. Select an Event Form.
2. Choose Count Entries or Add Field.
3. Select the required field.
4. Choose the desired field action.
5. Optionally configure grouping.
6. Click Add Field.
7. Repeat as required.
8. Drag fields to reorder them if needed.

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.

Run Report

1. Click the Run (CSV) icon.
2. Confirm the action.
3. Wait for processing to complete.
4. Open the Last Run link or download the emailed report.

Notes

• Only one run request can be active at a time.
• 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.

Custom Duplicate Report

1. Click the Duplicate icon.
2. The copied report opens for editing.
3. Modify the settings as required.
4. 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.

Custom Archive Report

1. Click the Archive icon.
2. Confirm the action.
3. The report moves to the archived list.

Notes

• Archived reports no longer send scheduled emails.
• Recipient lists are cleared automatically.

Delete Report

Permanently remove the report definition and its linked settings when it’s obsolete and you won’t need the configuration again.

Custom Report Delete

1. Click the Delete (red X) icon.
2. Confirm the deletion.
3. The report is permanently removed.

Reorder Reports

Set priority/display order on the main list when dozens of reports exist — often matches importance or review order in team meetings.

Custom Report Re-Order

1. Drag a report using the drag handle.
2. Drop it in the desired position.
3. The new order is saved automatically.

Related Report Features

Feature	URL	Purpose
Manual Reports	/reports/manual_report/	Generate one-time reports for a selected date range.
Manager Report	/mail/generate_report_now/	Generate the built-in manager production report.

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.