Report Menu
Path: Callproof Support - New Website - Report Menu
The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.
Contents
Events (New Web)
Lists company activity events in a filterable timeline (calls, check-ins, and other event types from the event feed). Supports search and CSV export. Login required. Managers and market managers can filter by users and markets. Users with Just My Events see a limited user filter. Example: Manager reviews yesterday’s check-ins and calls by rep and market. Key filters: event type, max results, markets, users, include inactive users. Related: feeds Custom and Manual report event sections; exports can appear in My Exports.
More Info: Events (New Web)
Activity
Activity. Page title: Daily Productivity Stats. Shows daily productivity charts over a date range, typically appointment and related activity counts by day, optionally for a selected rep. Login required. Example: Compare a rep’s appointment volume day by day over a week. Key filters: rep, start date, end date. Important: Do not confuse with What Happened Yesterday at /stats/activities/, which is a different Rep Activities view.
More Info: Activity
Appointments (New Web)
Appointments & Visits. Page title: Appointments. Operational list of calendar appointments and visits. Columns commonly include rep, date, event form, follow-up, type, notes, and account. Supports export and scheduled exports. Login required. User and type filters are mainly for managers and market managers. Example: Plan today’s visits and export a weekly appointment CSV. Key filters: start/end date, sort, users, inactive users, appointment type. Related: links with Task & Follow-Ups; scheduled exports land in My Exports; Custom Reports can include past appointments or next-week schedule options.
More Info: Appointments (New Web)
Tasks (New Web)
More Info: Tasks (New Web)
Exports (New Web)
More Info: Exports (New Web)
Custom Reports (New web)
More Info: Custom Reports (New web)
Manual Reports (New web)
More Info: Manual Reports (New web)
