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Run Reports
The Run Reports screen is used to generate reports within Call2Field. There are a large number of reports within this list, most of which will be our standard set, however your 'Customer Specific' reports will aways show at the top of this list in their own subsection.
Once you have chosen the report you wish to generate, you can choose the format. You can also tick the 'Email Report' box if you wish to send this report as an email rather than just open on your screen.
Report Filtering Criteria
Rather than generating a report for all data, you can apply filters using the Advanced Criteria feature. To use this, click the Toggle Criteria button, and then on the right, fill in the criteria you wish to use. Click 'Add Criteria' for each line you wish to add, and then once you generate to your chosen format, the data will be filtered.
You can also give the report a new name and save this criteria for future use.