{"id":1074,"date":"2016-08-04T11:38:41","date_gmt":"2016-08-04T11:38:41","guid":{"rendered":"http:\/\/www.portatour.com\/blog\/users\/en\/?p=1074"},"modified":"2016-08-04T11:38:41","modified_gmt":"2016-08-04T11:38:41","slug":"automated-report-creation","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2016\/08\/04\/automated-report-creation\/","title":{"rendered":"Automated report creation"},"content":{"rendered":"<p>Call reports are the basis for the statistical key figures in the portatour\u00ae Report. If you enter your call reports in a third party system and not in portatour\u00ae, but you want to use the portatour\u00ae Report to the full extent anyway, portatour\u00ae is from now on able to create and save a call report in the background when you click on &#8220;Called now&#8221; at a customer (or &#8220;Took place&#8221; for appointments) without any further clicks being necessary. For this, go to <strong>Options &gt; Reporting<\/strong> and select <strong>Create automatically<\/strong>.<\/p>\n<p><a href=\"https:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/Berichtswesen-Automatisch-Anlegen-EN-e1470293708739.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1043\" src=\"https:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/Berichtswesen-Automatisch-Anlegen-EN-e1470293708739.png\" alt=\"Berichtswesen-Automatisch-Anlegen-EN\" width=\"200\" height=\"152\" \/><\/a><\/p>\n<p><em>Please note:<\/em><\/p>\n<ul>\n<li><em>No additional, manual entries in the report are possible in this mode. An &#8220;empty&#8221; report is created which is mainly used to count the visits. Mandatory fields are ignored.<\/em><\/li>\n<li><em>In addition, a maximum of one report per customer and day is possible in this mode. This is intended to avoid unintentional duplications when erroneously\u00a0clicking several\u00a0times on &#8220;Called now&#8221; at a customer.<\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Call reports are the basis for the statistical key figures in the portatour\u00ae Report. If you enter your call reports in a third party system and not in portatour\u00ae, but you want to use the portatour\u00ae Report to the full extent anyway, portatour\u00ae is from now on able to create and save a call report [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1074","post","type-post","status-publish","format-standard","hentry","category-anywhere-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Call reports are the basis for the statistical key figures in the portatour\u00ae Report. 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