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How to Export Reports in Outreach

Rachael S.
Updated

Objective

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

Applies To

  • Outreach Users

Procedure

Report Overview

  1. Log in to Outreach.
  2. Click Reports  > Overview.
  3. Select the appropriate date interval
  4. Click Export.

A CSV file of the Team activity report will be downloaded. This report contains the following:

  • User ID
  • User name
  • User locked
  • Prospects added
  • Active prospects
  • Outbound calls
  • Emails delivered
  • Overdue tasks
  • Connected calls
  • Total talk time
  • Average call duration
  • LinkedIn tasks
  • Other tasks
  • Active accounts owned
  • Open rate
  • Reply rate
  • Click rate
  • Unsubscribe rate
  • In-Sequence rate
  • One-off rate
  • Bulk rate
  • Cumulative meetings booked
  • Meeting conversion rate
  • Meetings held
  • Meetings held rate
  • Correct connect rate
  • In-Sequence emails
  • Bulk emails
  • One-off emails

Pipeline Generation

  1. Log in to Outreach.
  2. Click Reports  > Pipeline Generation.
  3. Select the appropriate date interval
  4. Click Export.

A CSV file will be downloaded. This report contains the following:

  • User ID
  • User name
  • Cumulative booked meetings
  • Meeting conversion rate
  • Meetings held
  • Meetings held rate
  • Outbound calls
  • Correct connect rate
  • Prospects added

Sequence Performance

  1. Log in to Outreach.
  2. Click Reports  > Sequence Performance.
  3. Select the appropriate date interval
  4. Click Export.

A CSV file will be downloaded. This report contains the following:

  • Sequence name
  • Sequence ID
  • Owner ID
  • Owner name
  • Created at
  • Last used at
  • Sequence engagement score
  • Meetings booked
  • Prospects invited
  • Prospects added
  • Open rate
  • Click rate
  • Reply rate
  • Positive
  • Positive - Willing to meet
  • Positive - Need information
  • Positive - Misc. reasons
  • Objection
  • Objection - Already has a solution
  • Objection - Bad timing
  • Objection - Financial
  • Objection - Not right person
  • Objection - No reason
  • Objection - Others
  • Objection - Other reasons
  • Referral - Specific contacts
  • Unsubscribe
  • Other
  • Other - Unsupported language
  • Other - Other intents
  • Other - Unknown
  • Created opportunities
  • Created opportunity revenue
  • Closed/Won opportunities
  • Closed/Won opportunity revenue
  • Currency type
  • Accounts added
  • Answer rate
  • Emails delivered
  • Linkedin tasks completed
  • Opt out rate
  • Outbound calls
  • Overdue tasks
  • Prospects active

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