Reports and Exports
The reports your role can open, and how to export them.
Go to Reporting. You only see the reports your role can open.
Report Screens
- Executive Overview: leads, revenue, AI and customers at a glance.
- Lead & Conversion: funnel, sources, stage speed, discard reasons, pipeline detail.
- Campaign Performance: overall, by channel, by campaign type.
- AI Agent Analytics: performance, escalations, CSAT scores.
- Customer Health: overview, at-risk accounts, lifetime value.
- Activity & Calendar: activity summary, overdue items, appointments.
- Bookings: overview and by rep.
- Survey Results: NPS and question analysis.
- Report Library: every report, grouped by area.
Filters
Period: this month, last month, this quarter, year to date, all time or a custom range. Compare To: previous period, same period last year, or none.
Export
Export downloads a CSV. Many tables also have their own CSV download.
Email a Report on a Schedule
Choose the report, section and period, set Repeat (daily, weekly or monthly), the send time and recipients. You can send it now, edit, delete, or view its run history.