Exporting Report Information from Outreach

Purpose: 

The purpose of this article is to provide direction to Outreach Users regarding exporting information from the Outreach Platform.

Intended Audience: 

• Outreach Users

Exporting Report Information from Outreach: 

From the report overview page, adjust the date interval for the report data you're interested in. The export will be specific to the time interval selected. Find the refresh button on the top right corner of the page. Click on the arrow just to the right of the refresh button and select from the export options:

• Export user CSV - Outreach user email, name, role, governance profile, title, team, locked (true/false), user custom fields, mailbox send/syc status, date of last email delivery, date of last email sync, prospects created, prospects emailed, number of email sends, deliveries, opens, clicks, replies, bounces, opt outs, deliverability, open, click, reply, bounce & unsubscribe rates, number of calls made, tasks created, completed & opened tasks, active prospects in a sequence, finished prospects in a sequence (last 7 / 14 / 30 days), tasks created/completed (last 7 / 14 / 30 days), total calls (last 7 / 14 / 30 days), total emails (last 7 / 14 / 30 days).
• Export user sequence CSV - Outreach user email, name, role, governance profile, title, team, locked (true/false), user custom fields, mailbox send/sync status, date of last email delivery, date of last email sync, sequence name, prospect emails, deliveries, opens, clicks, replies, bounces & opt outs, emails/prospect, deliverability, open, click, reply, bounce & unsubscribe rate.
• Export user mailings CSV - Outreach user email, name, role, governance profile, title, team, locked (true/false), user custom fields, mailbox send/sync status, date of last email delivery, date of last email sync, prospect name, prospect email, mailing type (one-off vs sequence), last email subject line, last email deliver, open date, click date, reply date, bounce date, opt out date, open & click count, sequence name, sequence tags, sequence step.
• Export user replies CSV - Outreach user name, role, governance profile, title, team, locked (true/false), user custom fields, send/sync status, date of last email delivery, date of last email sync, prospect account, prospect name, prospect email, email subject, date email was received, mailing type (one-off vs sequence), sequence name, sequence tag, sequence step.

Exporting Specific Prospect Report

To export specific prospect date relative to the reports, click on any of the options under the "Prospect Overview" section of the report tab. You'll be brought to a new page with the corresponding list of prospects.

Click on the checkbox next to the prospect name. On the top of the page find the ellipses button (...) and select Export.