Outreach Legacy Reports Overview

Purpose:

The purpose of this article is to provide information to Outreach Users regarding the Outreach legacy reports.

Intended Audience:

Outreach Users

Outreach Legacy Reports Overview:

The More Reports section houses additional reports to provide Users with additional insight and areas of opportunity.

Users can sort, filter, and set default views to display specific metrics by clicking the applicable columns, selecting a timeframe, or adding filters.

Content can be filtered as described in the table below.

Filter	Description
User	Displays content by selected User.
Engagement	Displays content by engagement: Calls Emails Meetings Prospects Texting Interactions Task Completed
Notes	Displays content by Notes: Note Created (Beer) Note Created (Call) Note Created (Coffee) Note Created (Meeting) Note Created
Record Date	Displays content based on last record date.
System Update	Displays content based on last system update.
External	Displays content based on
Date	Displays content by the selected date range: Default Today Yesterday This Week Month Last Week Last 7 Days Last 30 Days