Reporting in Outreach helps you see how you're performing and where you can improve, and helps managers keep track of their sales reps and teams.

Navigating to the Legacy Reports

1. Click the “reports” option on the left hand navigation panel. It looks like a small bar graph. 
   
   

   This page will take you to the Team Performance Dashboard: 

   

2. To view the legacy reports, click "More Reports" at the top of the page. This page will give you more details about where your prospects are in the pipeline, how many emails your team has delivered, and how many calls have been made.

Filter Options

Specific dates can be selected by clicking in the calendar picker on the top left hand side of the page. Clicking on the “dates” option to the right of the date fields provides you with predetermined selections, with “default” displaying reporting from the last four weeks.

On the top right hand side of the page is an image of a silhouette. Clicking this option allows you to filter the report by all Outreach users, “you”, specific users, teams, and roles (if set up in Outreach).

Interpreting Report Data

Prospect Overview

The prospect overview shows the number of prospects created and/or mailed in the specified time period by the filtered users. You’ll notice the numbers and graphs adjust as the date range and report profiles are changed.

Note: The Prospect Overview counts a Prospect that opened an email. 

The Prospects overview reports are broken down as follows based on the specified date range:

• Created - The number of prospects created in the Outreach platform.

• Mailed - The number of prospects that received at least one email in the specified date range. This number can be lower or higher than the number of prospects created, because not all prospects created will receive an email and/or prospects already in Outreach (previously created in the platform) may have received an email in this time frame.

• Opened - The number of mailings delivered that were opened by prospects.

• Replied - The number of mailings delivered that were replied to by prospects.

• Bounced - Mailings sent from Outreach that were returned with a bounce notification email. You may see this number decrease, since some bounces automatically retry and are successfully delivered.

• Unsubscribed - The number or prospects that unsubscribed from future communication.

Opens, replies, bounces, and unsubscribed data will appear as percentages. Hovering over the field will show you the specific number attached to these data points. You can click into these fields to view the list of prospects associated with the specific mailing state.

Delivery Overview

The chart represents all emails delivered or scheduled over a specified period of time.  Of the delivered emails at that time, it shows how many went into a state of being opened, clicked, replied, or unsubscribed for emails delivered in the specific time frame.  To further clarify, the report captures unique prospect actions as they happen from the time of delivery. 

These numbers are not necessarily associated with activity seen in the activity feed. For example, if an email was delivered to a prospect on March 4th, and the prospect replied on March 15th, the email reply would appear in the report during a date range that included March 4th, the date the email was initially delivered. This is also true of any opens, clicks, replies and opt-outs.

Note: The Delivery Overview counts the number of emails opened. 

The Delivery Overview reports are broken down as follows based on the specified date range: 

• Deliveries - The number of emails delivered to prospects. This can be higher than the number of prospects mailed, because some prospects may have been sent more than one email during the specified time period.

• One-Offs - The number of deliveries that were sent as a single email. This does not include emails sent through bulk composes.

• Sequences - Emails delivered as part of an email step in a sequence, either manual or automatic.

• Clicks* - The number of mailings delivered that were clicked by the prospects.This will show as a percentage, but hovering over this number gives you a specific number.

• Opens* - The number of mailings delivered that were opened by the prospects. This will show as a percentage, but hovering over this number gives you a specific number.

• Replies - The number of mailings delivered that were replied to by the prospects.

• Bounced - the percentage/number of emails that bounced.

• Unsubscribed - The number or prospects that unsubscribed from future communication.

*Requires click tracking & open tracking are enabled in the template prior to delivery

The delivery overview graph can be sorted based on information that is most relevant to you. You can sort the graph by one-off emails, bulk emails, or sequences by selecting the options next to the delivery overview header.

Once sorted by the preferred option in the header, you can further adjust the graph to only view data points relevant to you. For example, if you only want to see deliveries, double click on the “deliveries” section of the graph key, click once more to bring all data points back to the graph, and click a single time to remove the selection from the visible data points.

Call Overview

The  Call Overview provides data for the number of calls placed to prospects in a specified date range by the specified individual(s), team, or role.

From left to right you’ll see the following based on the selected date range:

• Calls - The total number of calls placed

• Outbound - The number of calls logged that were outbound

• Inbound - The number of calls logged that were inbound

• Call Dispositions (Vary) - Based on your org settings, you’ll also see the call dispositions that were selected when calls were logged. These dispositions vary based on your org’s protocols, but will be listed in this field with an associated percentage based on the total number of calls placed in the date range selected.

Call dispositions are configured based on the outcome of a call. These dispositions are created by Outreach admins and is associated with an answered or unanswered call type. The call disposition determines how the prospect is treated within a sequence at the conclusion of the call. If the selected call disposition is associated with answered, the prospect will be removed from the sequence. If associated with unanswered, the prospect will continue to the next step of the sequence.

Similar to the delivery overview, you have the option to sort calls by all calls, outbound calls, or inbound calls. These options are found on the right of the Call Overview header.

Once sorted by the preferred option in the header, you can further adjust the graph to only view data points relevant to you. For example, if you only want to see deliveries, double click on the “deliveries” section of the graph key, click once more to bring all data points back to the graph, and click a single time to remove the selection from the visible data points.

Leaderboards

Leaderboards let you see where you and your team stands and how your sequences and corresponding templates are performing. Leaderboards include team performance, individual user performance, and sequence & template performance based on deliverability.