View Call Reports on Mobile

My call reports displays

• Call reports you created or own.

• Call reports where you are added as internal attendee.

• Call reports for accounts in your coverage.

To view my call reports,

1. Tap on my call reports on the hamburger navigation menu or on the bottom navigation menu.

2. You can change the date filters by tapping on the start/end dates or tap on the calendar to select pre-configured date ranges.

3. Find a call report by using the text filter.

4. Pull the list to refresh the list if a call report was recently created or edited to fit the filter critera.

5. Tap on a call report to view more details or edit it.