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Export or preview reports

In this article, we explain how to export and preview reports.

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Written by Billy Dilks
Updated over 2 months ago

In CallConfirmLive!, you export or preview reports to check visit details, ensure accuracy, and share information.

To preview or email a report, follow the simple steps:

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

  2. Locate the report you wish to view or export.

  3. Highlight the report by clicking it, then enter your required criteria.

  4. Click Preview, then when you're happy click Email me.

You'll then receive an email with the report attached.

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