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Emailing and Printing Call Reports


Call reports can be emailed or printed for distribution and record keeping. A call report must be submitted before it can be distributed.

To submit a call report

  1. Navigate to the Call Reports screen > Call Report List view.
  2. In the Call Reports list, select the call report to submit.
  3. In the Call Report form, select Submitted from the drop-down list.

To email or print a call report

  1. Navigate to the Call Reports screen > Call Report List view.
  2. In the Call Reports list, drill down on the call report to email or print.
  3. Click the Report Detail view tab.
  4. In the Call Report form, do one of the following:
    • To email the report, click Email Report.

      The report is automatically emailed to everyone on the distribution list.

    • To print the report, click the toolbar Reports icon.

      In the Reports dialog box, select Summary or Detail and click Run.

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