Get call reports by email
Choose who receives the call summary by email, every day or every Monday at 7 in the morning.
Owners and admins open Home and scroll to the bottom of the call reports. Under Reports by email, type the addresses separated by commas, choose Every Monday or Every day, and press Turn on. The same summary, with both tables attached, arrives at 7 in the morning. Send me one now emails you a sample right away; Turn off stops the schedule.
In this video
Step by step
- 1
Your call reports can come to your inbox. The box is at the bottom of the call reports, on Home.
- 2
It sends the same summary, with both tables attached, at 7 in the morning.
- 3
Type who gets it, separated by commas.
- 4
Then choose every Monday, or every day.
- 5
Turn on saves the schedule. Afterwards, a Turn off button stops it.
- 6
Send me one now emails you a sample straight away, so you can see what it looks like. In this demo, we press neither.
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