Outreach Insights Tasks Activity Report (Legacy) Overview

Purpose:

The purpose of this article is to provide introductory information to Outreach Users regarding task activity insights.

Intended Audience:

Outreach Users

Notes:

The bottom 1% of data is not included in graphs where the amount of data is not enough to make a suggestion.
Time Znes are accounted for, defaulting to the Outreach User's timezone.

Outreach Insights Tasks Activity Report (Legacy) Overview:

The Tasks activity report provides Users insight to which task have been completed and can be found grouped with other activity-based reports.

The Tasks activity report provides Users with information on how tasks are being completed, including the type of tasks, how many were completed on time, and how many were calls, emails, or generic tasks.

Filters:

Users can sort and filter how metrics are displayed by clicking and selecting an applicable filter from the Filters dropdown menu and specifying a date range.

Content can be filtered as described in the table below:

Filter	Description
Prospect Owner	Displays content by the selected Owner. Note: For more information regarding ownership, refer to the How To Assign Ownership to Records article.
Persona	Displays content by the selected persona. Note: For more information regarding personas, refer to the How To Create a Persona article.
Tag	Displays content by the selected tag. Note: For more information regarding tags, refer to the How To Add Tags to Records article.
Accounts	Displays content by the selected account. Note: For more information regarding accounts, refer to the Accounts Overview article.
Custom Field	Displays content by the selected custom field. Note: For more information regarding custom fields, refer to the Custom Fields article.
Date	Displays content by the selected date range: Default Today Yesterday This Week Month Last Week Last 7 Days Last 30 Days

Reports:

The email activity report provides Users information on the following:

Tasks Completed by Task Type
Tasks Completed

Tasks Completed by Task Type:

The Tasks Completed by Task Type graph displays tasks completed over a period of time categorized by the Type of task.

Task Completed:

The Task Completed table represents tasks completed over a period of time and how many of the tasks were completed before or after the task due date, segmented by Teams, Users, and Roles.