Siebel eFinance Guide > Call Reports > End-User Procedures >

Emailing and Printing a Call Report


Call reports can be emailed or printed for distribution and record keeping.

To email or print a call report

  1. Navigate to the Call Reports screen.
  2. From the Show drop-down list, select My Call Reports.
  3. In the Call Reports list, select the call report that you want to email or print.
  4. Click the Report Detail view tab.
  5. 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 Print Report.

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


 Siebel eFinance Guide 
 Published: 20 October 2003