Automatic download of Call Reports to Google data sheet or Excel File

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  • Idea
  • Updated 5 months ago
  • Implemented
Hi! It will be nice if there will be an option to set automatic download of the Call reports to an Excel file or Google data sheet, without going to Online account and manually saving it from time to time. I hope that this feature will become available soonest. Thank you!
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Richard Manuel, Employee

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Posted 5 months ago

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Jan Ferguson, Champion

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The administrator of the account can currently do that. Go to Call Log then Advanced Features then Delivery Settings.

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Jan Ferguson, Champion

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The file will be saved as a CSV file, which can be opened up in Excel and saved as an Excel spreadsheet.