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Email Summary Reports

Email Summary Reports can be set up to automatically send call tracking activity reports to a user's email inbox.

Please Note Reports are emailed around 8am in the local company timezone.
Summary Report Frequency Options
Summary reports have 3 period frequencies to choose from. One user can subscribe to multiple report frequencies to stay up to date with their call tracking activity.
  • Monthly
  • Weekly
  • Daily
Create a Summary Report Subscription
To create a summary report subscription, navigate to the Company Settings where you'll see a section for Summary Reports. From there you can create summary reports to send.
Summary Report Preview
Below is a preview of the report email that is sent out.Your email report will vary depending on your report frequency and your activity. call tracking summary report