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Run a report

Find out how to run a report in CallConfirmLive! to check visit data, monitor staff activity, and verify billing and payroll information.

Written by Billy Dilks

You can run reports in CallConfirmLive! to check visit data, monitor staff activity, track missed or late visits, and verify billing and payroll information. Follow these steps to run a report.

  1. Click Reports, then click the folder that contains the report you need.

  2. Select your report criteria using the drop-down options, then add your date range.

  3. Click Preview and confirm your information, then click Email Me.

  4. Select your report format, then click OK.

📌 Note: If you can't find the report you need, you may need to request a bespoke report. See our bespoke report article for more information.

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