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You can preview or export reports in CallConfirmLive! to review visit details and share information with your team. Follow these steps to get started.

Log in to CallConfirmLive!, then click Reports.

Click the report you want to preview or export.

Enter your required criteria using the drop-down options.

Click Preview to review the report on screen.

When you're happy with the report, click Email me, then select your report format and click OK.

1. Log in to CallConfirmLive!, then click Reports.
2. Click the report you want to preview or export.
3. Enter your required criteria using the drop-down options.
4. Click Preview to review the report on screen.
5. When you're happy with the report, click Email me, then select your report format and click OK.

📌 Note: The report will be sent to your registered email address as an attachment.

A guide to previewing and exporting reports in CallConfirmLive! to check visit details, ensure accuracy, and share information.

Export or preview reports

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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