Manual Reports

Manual Reports

Navigation: Stats → Manual Reports

URL: /reports/manual_report/

Page Title: CallProof :: Manual Reports

Purpose

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.

Access

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

Open Manual Reports

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

Manual Reports List

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

Purpose

Create a one-time report for a specific reporting period.

Steps

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

Purpose

Group report data by market.

Steps

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

Sales Rep Assignments

Purpose

Include account assignment totals.

Steps

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

Events

Purpose

Include CRM event totals.

Steps

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

Recorded Calls

Purpose

Include recorded call statistics.

Options

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

Steps

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

Event Forms

Purpose

Include Event Form summary information.

Options

• Do Not Show
• Show All Event Forms

Steps

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

Next Week's Tasks

Purpose

Include task and appointment information.

Steps

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

Purpose

Include custom Event Form fields in the report.

Available Options

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

Steps

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

Purpose

Generate the report immediately.

Steps

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

Purpose

Download the completed report.

Steps

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

Edit Manual Report

Purpose

Update an existing report and generate a new export.

Steps

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

Purpose

Create a copy of an existing report.

Steps

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

Purpose

Remove an obsolete report.

Steps

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

Reorder Reports

Purpose

Organize reports into the preferred display order.

Steps

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.