Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/CallReportTemplate.htm

## Using the Call Report Template

The Call Report template helps content creators quickly create an X-Pages widget that allows end users to view attendee details on the call report without navigating away from the call report, including primary specialty, last call date, and last call message.

Content creators can use X-Pages Studio to customize the template, or create a new, customized widget using the template as a starting point, to include other key information for users on the call report.

**Who can use this feature?**

* Content Creators - Browser
* [Using the Call Report Template](#Using)
* End Users - iPad
* [Using the Call Report Template](#Using)
* Users do not require an additional license

### Configuring the Call Report Template for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To configure this feature, ensure [Configuring X-Pages Studio](../StudioConfigure.htm) is complete and the user has deployment permissions.

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

To configure this feature:

1. Ensure [Configuring X-Pages](../../X_PagesConfig.htm) is complete.
2. Ensure [Configuring Call Reporting](../../../Call_Reporting_2/ConfiguringCR.htm) is complete.
3. Grant the following permissions:

| Object | Object Permissions | Object Types | Fields | Field Permissions |
| --- | --- | --- | --- | --- |
| account\_\_v | R | n/a | * formatted\_name\_\_v * spec\_1\_cda\_\_v | Read |
| call2\_\_v | R | n/a | * call\_date\_\_v * call\_datetime\_\_v * account\_\_v * call2\_status\_\_v | Read |
| call2\_key\_message\_\_v | R | n/a | * call2\_\_v * product\_\_v * key\_message\_\_v | Read |
| html\_report\_\_v | R | call2\_\_v | n/a | n/a |

### Using the Call Report Template as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To use the Call Report template:

1. Log into **X-Pages Studio**.
2. Select the **Studio Templates** tab.
3. Select the **Call Report** template.
4. Select **Use Template**.
5. Customize the new page as needed. This step is optional.
6. [Deploy](../DeployPage.htm) the new page using X-Pages Studio. See [Displaying X-Pages Content on the Call Report](../../../Call_Reporting_2/Executing/Activities/CallReportXPage.htm) to display the widget once deployed.

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

Before any customization, users can view the most recent call attendee details including:

* Specialty
* Last Call Date
* Last Call Message

Only call attendees display in the X-Pages widget using the Call Report template. The account associated with the parent call does not display.

![](../../../../Resources/Images/X-PagesStudio/Templates/VaultCallReportTemplate.png)

### Related Topics

[Displaying X-Pages Content on the Call Report](../../../Call_Reporting_2/Executing/Activities/CallReportXPage.htm)