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Set up scheduled reports

Find out how to schedule reports in CallConfirmLive! to automatically deliver key data to your inbox.

Written by Billy Dilks

You can schedule reports in CallConfirmLive! to automatically run and send key data at regular intervals, saving you time and ensuring you always have the information you need. Follow these steps to get started.

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

  2. Click a report category, then click the name of the report you want to schedule.

  3. Configure the report filters if required, then click Schedule.

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

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

  6. Click OK.

📌 Note: You can set up multiple scheduled reports with different filters and formats. Repeat these steps for each report you want to schedule.

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