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Outreach Team Activity Report (Legacy) Overview

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Chris
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Purpose:

The purpose of this article is to provide introductory information to Outreach Users regarding Outreach’s Team activity report.

Intended Audience:

  • Outreach Users

Contents: 

This article discusses the following: 

 

Outreach Insights Team Activity Report (Legacy) Overview:

The Team Activity report provides Users insight to what activities a team has completed and can be found grouped with other activity-based reports.

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Access the Team Activity Report:

  1. Access the Outreach Platform.
  2. Click the Reports icon (bar graph) in the navigation sidebar.
  3. Click Activity in the menu bar.

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Filters:

Users can sort and filter how metrics are displayed by clicking the applicable columns, selecting a timeframe, or adding filters.

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Content can be filtered as described in the table below:

Filter Description
Activities Displays content based on the selected activity:
  • All Activities
  • Emails
  • Outbound Calls
    Note: When switching between Emails and Outbound Calls, additional columns will appear to provide a more details into chosen type of activity.
Users Displays content based on selected User:
  • You
  • Everyone
  • Team
  • User
Date Displays content based on selected Date:
  • Yesterday
  • Today
  • Last Week
  • This Week
  • Last Month
  • This Month
  • Custom
    Notes: Data history is available for all times, but date range is limited to 31 days. Outreach will display the Active Prospects and Active Accounts columns when filtering by Today only.

 

Metrics Definitions:

Most metrics have a tooltip that you can hover over for more information.

Filter by Activities: All activities
Metric Description
Email Count of mailings delivered within the specified time period by the user
Outbound Calls All outbound calls attempted, including calls not answered
Other Tasks All other type of tasks completed within the specified time period
Active prospects Prospects owned by the user which are currently active in a sequence
Note: Active Prospects are Prospects active in at least one sequence.
Active accounts Accounts owned by the user which are currently active in a sequence
Note: Active Accounts are Accounts where at least one Prospect is active in a Sequence.
Prospects added All prospects that have been added to a sequence by the user who initiated it
Overdue tasks Tasks more than 24 hours old (past due date and time)
Filter by Activities: Emails
Delivered Number of outbound emails sent and successfully delivered over time by the user
Open rate Sum of all opens / sum of all deliveries
Reply Rate Sum of all replies / sum of all deliveries
Click Rate Sum of all clicks / sum of all deliveries
Activities: Outbound Calls
Attempted Number of outbound calls made
Connected Number of outbound calls that hit a voicemail or picked up by an individual
Time spent Sum of call duration for all calls over 1 min
Average duration Average call duration based on call time for all calls over 1 min

 

Export:

Click Export to download a .CSV file of the reported content.

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Additional Resources:

Outreach University - Outreach Reporting

Outreach Insights and Reporting Overview

Outreach Insights and Reporting FAQs

 

 

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