Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/SavingCallReport.htm

## Saving Call Reports

Users save call reports to capture information before they are ready to submit the call report.

**Who can use this feature?**

* End Users — Browser, iPad, iPhone, Windows
* [Using Saving Call Reports](#Using)
* Users do not require an additional license

### Configuring Saving Call Reports for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature, ensure [Configuring Call Reporting](../ConfiguringCR.htm) is complete.

### Using Saving Call Reports as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

The call changes from a planned call to a saved call when the user records call details and then selects Save. When a call is saved, the information on the call is still editable, with the exception of sample or signature data. Once a sample or signature is added to a saved call, any call data associated with samples or signatures becomes read-only. This includes the date, time, location, attendees, signer, and business account.

![](../../../Resources/Images/Activities/CallReporting/Default/SavedCallReport.jpeg)

The call report is automatically saved in the background under certain conditions—for example, if a user schedules an Engage meeting, requests an HCP signature, launches CLM, or navigates between attendee details on a call with Unique Activities enabled. Any unsaved call report data may be lost if the Vault CRM app is upgraded or closed when an unsaved call report is open.

### Related Topics

[Submitting Call Reports](../Submitting/Submitting.htm)

[Limiting Past Call Submission](../Submitting/CallSubmissionCutoff.htm)

[Limiting Call Backdating](../Submitting/CallBackdating.htm)