Manual Reports

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.

Index of Manual Report in Callproof.

Navigation: Stats → Manual Reports

User	Access
Logged-in User	Can access Manual Reports.
Manager	Typically manages Manual Reports.

Manual Reports vs Custom Reports

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

1. Log in to CallProof.
2. Navigate to /reports/manual_report/.
3. The Manual Reports page opens.
4. Review existing reports.

The page displays all previously created manual reports.

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

Create a new export definition and run it in one flow. Use when you need a CSV for a specific window (e.g. “Jan 1–Mar 31”) with chosen metrics, recipients, and form fields — without setting up recurring delivery.

Add Report Click (plus) icon

Add Rep

1. Click Add Report.
2. Enter the Report Name.
3. Select the Start Date.
4. Select the End Date.
5. Select the Report Recipients.
6. Enter up to three Additional Recipients if required.
7. Select the Included Sales Representatives.
8. Configure any optional report sections.
9. Click Save.
10. Wait for processing.
11. A confirmation message indicates that the report is being generated.
12. The completed report is emailed when processing finishes.

Main Report Fields

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

Break results by territory so one export can show regional slices for a one-off market review.

1. Enable Group By Market.
2. Select the desired markets.
3. Click Save.

Sales Rep Assignments

Add how many accounts each rep owns — workload and coverage context next to activity numbers for that date range.

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

Events

Include tallies of CRM events (visits, check-ins, etc.) for the selected period — field activity for that exact window. When event counts are on, choose which event types count so the report isn’t filled with types you don’t need.

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

Recorded Calls

Include recorded call statistics.

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

Recorded calls — Recorded calls counts Purpose Add phone/call volume from recorded calls in the date range — for call-heavy teams and Twilio-enabled companies.

Include incoming calls: Include inbound calls as well as outbound so the export reflects full phone engagement.

Group by call result: Split call metrics by outcome (connected, voicemail, no answer, etc.) for coaching and conversion review in a one-time export.

Combine outgoing calls: When grouping by result, simplify outbound call rows into a cleaner summary for executives.

Call results to include: When grouping is on, keep only the call results that matter for your KPIs and drop the rest.

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

Event Forms

Include Event Form summary information.

• Do Not Show
• Show All Event Forms

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

Next Week's Tasks

Include task and appointment information. Attach a task/follow-up list for selected reps — planning or accountability in the same one-time email as historical metrics. Set how far the task window reaches (default often 7; max 1,095). Controls how much task/appointment history or lookahead is in the export.

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

Note: Maximum task range is 1,095 days.

Event Form Fields

Include custom Event Form fields in the report.

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

1. Select an Event Form.
2. Choose Count Entries or Add Field.
3. Select the desired field.
4. Select the Field Action.
5. Optionally configure Group Results.
6. Click Add Field.
7. Repeat for additional fields.
8. Drag rows to reorder fields if required.

Save Manual Report

Store the definition and queue a background export immediately. Recipients get email when done; the file also appears under Your Scheduled Exports. This is “create + run” in one step.

1. Click Save.
2. Wait while the report is queued.
3. A processing message appears.
4. The report is generated in the background.
5. An email is sent when processing completes.
6. The report is also available under Your Scheduled Exports.

Download Manual Report

Open or download the last finished file without rebuilding the report — verify content, forward, or archive locally.

1. Open Manual Reports.
2. Locate the completed report.
3. Click the CSV Download icon.
4. 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.

1. Open Manual Reports.
2. Click the Edit icon.
3. Update the report configuration.
4. Click Save.
5. A new export begins automatically.
6. 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).

1. Click the Duplicate icon.
2. Confirm the action.
3. A copy of the report is created.
4. The duplicated report is queued for export.
5. Modify the copied report if necessary.

Delete Manual Report

Remove a one-time template you no longer need from the list permanently.

1. Click the Delete icon.
2. Confirm the deletion.
3. The report is permanently removed.

Reorder Reports

Organize reports into the preferred display order.

1. Drag a report using the drag handle.
2. Drop it into the desired position.
3. 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.