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Request a bespoke report

Steps to take if the reports available in CallConfirmLive! don't meet your needs and you want to request a bespoke report.

Written by Billy Dilks

If the standard reports in CallConfirmLive! don't meet your needs, you can request a bespoke report through your account manager. Follow these steps to get started.

Check existing reports

Before requesting a bespoke report, check whether an existing report already meets your needs.

  1. Click Reports in CallConfirmLive!

  2. Browse the available reports to see if any are suitable for your requirements.

📌 Note: There may be pre-existing reports not currently assigned to your report list that can be added. Your account manager can check this for you.

Request a bespoke report

If no existing report meets your needs, you can request a bespoke report in two ways.

Contact your account manager:

  1. Reach out to your account manager directly to discuss your requirements.

  2. Your account manager will advise the best course of action and confirm whether a bespoke report can be created.

Raise a case online:

  1. Raise a new case online and include a detailed description of the report you need.

  2. We'll pass the details on to your account manager, who will contact you to discuss your requirements.

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