Under Options > Reporting, enter both the settings for the call reports and for the portatour® Report (see also portatour® Report):
Enter reports
In the selection box Call reports, select if portatour® should prompt you to create a call report when documenting a call at a customer (click Called now). You can select between Don't create automatically, Ask every time, Open automatically and Create automatically. Please note that calls are only shown and evaluated in the portatour® Report if they have previously been documented in a call report.
If you also want to log unsuccessful call attempts via a call report and have them included in the portatour® Report (i.e. where no contact person was actually met), under When missed select the option Ask every time, Open automatically or Create automatically.
In the Call times drop-down menu, you determine whether reports should only include the dates of calls or the times as well. Please note that some statistics cannot be shown in the portatour® Report if the call times are not saved.
By default, geotagging is deactivated. To use the function, in the Geotags selection box, switch the setting from Disabled to Add optionally or Add automatically. See also Optional geotagging for call reports.
Under Reports for tasks, determine whether you also want to create reports for tasks. Just like with call reports, you have the options Don't create automatically, Ask every time, Open automatically and Create automatically.
portatour® Reports
In the Call times drop-down menu you determine whether you want to show only the dates or also the times of your calls in the portatour® Report.
In the Schedule drop-down menu you define whether the portatour® Report shall Show or Hide the schedule.
If you have Geotags enabled, specify whether the portatour® Report should Show or Hide them.
The portatour® Report can be sent out automatically on a daily or weekly basis. Enter the respective email addresses (one per line) in the Daily email to and Weekly (Sunday) email to boxes.
Press Save to apply your changes.