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.

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.

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Events

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.

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File:Activity.png

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.

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Appointments

Tasks (New Web)

Task & Follow-Ups. Page title: Tasks. Task and follow-up list with types, priorities, and stages. Users can complete and reassign tasks. There is also a task board at /followups/funnel/. Supports export and scheduled exports. Managing task types and stages is manager-oriented. Example: Rep works today’s open follow-ups; manager exports overdue tasks. Key filters: date range, users, task types, priority, sort. Related: Appointments may show follow-up links; task notes can appear in Notes; exports go to My Exports.

More Info: Tasks (New Web)

Tasks

Exports (New Web)

My Exports. Page heading: Exports. Hub for finished and in-progress background exports from across the app, such as contacts, notes, appointments, follow-ups, events, and manager reports. Per-user detail is available under the user export list. Login required. Managers may see market-scoped users; reps typically see their own exports. Example: Download the CSV after a Notes or Appointments export finishes. Key options: search exports on the list page. Related: destination for Export and Schedule actions from most Reports items.

More Info: Exports (New Web)