Siebel Finance Guide > Managing Call Reports >

Emailing and Printing Call Reports (End User)

You can email or print call reports for distribution and record keeping. First, submit a call report and then email or print the report.

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. In the Call Report form, do one of the following:

   To...	Click...
   Email the report.	Email Report. The report is automatically emailed to everyone on the distribution list.
   Print the report.	The toolbar Reports icon. In the Reports dialog box, select Summary or Detail and click Run.