Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Outbound/SC_CallReports.htm

## Creating Call Reports from Target Activities

Service Center reps can start a call report directly from the Target Activity Guide during outbound call activities. While the report still displays in a separate window, this effectively integrates call reporting into the standard outbound workflow, eliminating the need for users to navigate to a separate area to record call details. This feature provides a streamlined, efficient process for capturing required information and ensures call reports are directly associated with the corresponding target attempt.

**Who can use this feature?**

* Service Center Reps - Browser
* [Creating Call Reports from Target Activities](#Creating)
* Users do not require an additional license

### Configuring Creating Call Reports from Target Activities for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Service Center Reps](#)

To configure this feature, ensure [Configuring Call Reporting](../../Call_Reporting_2/ConfiguringCR.htm) is complete and [Service Center Outbound](SCOutbound.htm) is configured, with the appropriate permissions for the account\_\_v and territory\_\_v objects.

### Creating Call Reports from Target Activities as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Service Center Reps](#)

Service Center reps can create and view call reports directly from the outbound calling workflow within Service Center.

To start a new call report after connecting with a target:

1. Initiate a call to a target from the **Outbound** tab. Once the call connects, the Target Activity Guide displays.
2. Select **Yes** to indicate a successful connection.
3. Select the **Content Share** result. The Start Call Report option displays.
4. Select **Start Call Report**. A new window opens with a new call report in edit mode. The Account is automatically populated from the target record, with the Channel set to Phone.
   ![](../../../Resources/Images/Service Center/Outbound/Call Report.png)

Once the call report is created, the Content Share result is locked in the Target Activity Guide. Users can then complete the Attempt Notes and save the attempt.

#### Viewing a Linked Call Report

To view a call report linked to a target attempt:

* **From the Target Activity Guide** - After a call report is successfully created, the guide updates to display a link to the new report
* **From the Target Activity View** - For any completed attempt where a call report was created, the Target Activity View displays a link to the associated call report. Details include the date and channel of the call.

Selecting the call report link from either location opens the call report record in a new window.

#### Viewing the Target Closed Summary

To review a summary of a completed target's activities:

1. Select the **Closed** state from the left pane of the Outbound tab.
2. Select a target from the list. The **Target Closed Summary** displays in the right pane. If a call report was created for the attempt, a link to the report is included in the summary.
   ![](../../../Resources/Images/Service Center/UsingSC/ClosedActivity.png)

### Related Topics

[Call Reporting Overview](../../Call_Reporting_2/CallReportingOverview.htm)

[Using the Service Center Outbound Tab](SCOutbound.htm)

[Completing Outbound Target Outreach in Service Center](https://vaultcrmflightpath.veeva.com/doc/Content/ServiceCenter/OutboundSC/1-Intro.htm)