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Siebel eInsurance 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
- Navigate to the Call Reports screen.
- From the Show drop-down list, select My Call Reports.
- In the Call Reports list, select the call report that you want to email or print.
- Click the Report Detail view tab.
- 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.
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Siebel eInsurance Guide Published: 04 June 2003 |