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Set up scheduled reports

In this article, we explain how to set up scheduled reports.

Written by Billy Dilks

Reports are scheduled in CallConfirmLive! to automatically provide key data for monitoring and decision-making.

To set up a report schedule, follow these simple steps.

  1. Log in to CallConfirmLive!, then click Reports.

  2. Open a report category and click the report name you wish to schedule.

  3. If required, configure the report's filters, then click Schedule.

  4. Configure the report schedule using the drop-down options.

  5. Enter an email address, then select the report format.

  6. Click OK.

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