How to use Custom Filters for Outreach Daily Reports

Created by Aye Myat, Modified on Mon, 9 Feb at 11:01 PM by Alsabana Sahubarali

Objective

The purpose of this article is to provide information to Outreach users and admins on how to leverage custom filters in Outreach daily reports. This new reporting capability provides customization and flexibility to admins and users alike by allowing them to apply a broader range of filters dimensions to reports and control which filters options display by default in daily report filter panels.

Applies To

Outreach Users
Outreach Admins
Reporting

Procedure

Configuration for Default Filters

Admins can define the default filters for Sales execution, Sequence performance, and Team performance reports, including the sub-reports under Team performance (e.g., Summary, Calls, Emails, and Tasks team performance reports can each have different default settings.)

Log in to Outreach as an Admin.
Click Administration.
Click User management > Access control.
Click Layouts.
Edit the default filters as desired.
Click Save.

The changes will be immediately applied to the report.

The list of custom filters displayed for a given will report will only include the filter options applicable to that report. Admins can remove existing filters, add new filters custom filters to the list, and determine the order in which filters will be displayed in the filter panel.

Custom Filter List

The available custom filter dimensions are listed in the table below. Any filter selection can be set as default for future visits

Filter Name	Description	Applicable Reports
Company type	A classification (e.g., Government Agency, Nonprofit, Private Enterprise) assigned to an account to indicate its nature.	Team Performance Sequence Performance Sales Execution
Industry	A classification (e.g., Financial Services, Healthcare, Technology) used to categorize an account’s business domain.	Team Performance Sequence Performance Sales Execution
Locality	A location-based classification (e.g., California, Texas, New York) indicating an account’s regional designation.	Team Performance Sequence Performance Sales Execution
Sales motion	A structured, repeatable set of steps in a sequence (emails, calls, tasks) that guides how sales teams engage prospects—ensuring consistent messaging and timing throughout the sales pipeline.	Sequence Performance
Sequence type	Specifies how sequence steps are advanced (e.g., by time intervals or specific dates/weekdays).	Sequence Performance
Sequence share type	A flag indicating whether a sequence is private or shared (e.g., “private,” “shared”).	Sequence Performance
Transactional prospect engagement	A Boolean flag indicating whether a sequence is classified as a “transactional” engagement with a prospect (true/false).	Sequence Performance
Sequence state	Indicates the current lifecycle status of a sequence (e.g., active, paused, failed, finished), where “paused” and “failed” are considered inactive, and “finished” means the sequence has completed.	Sequence Performance
Campaign association	The most recent marketing campaign associated with a prospect. See notes above table.	Team Performance Sequence Performance Sales Execution
Calls opt out	A string for if a prospect has explicitly opted out of or opted into being called.	Team Performance Sequence Performance Sales Execution
Emails opt out	A string for if a prospect has explicitly opted out of or opted into being emailed.	Team Performance Sequence Performance Sales Execution
SMS opt out	A string for if a prospect has explicitly opted out of or opted into being texted.	Team Performance Sequence Performance Sales Execution
Prospect occupation	Known job title of a prospect.	Team Performance Sequence Performance Sales Execution
Prospect source	A generic source field that can be mapped to any string field, typically mapped to display where prospect was sourced from.	Team Performance Sequence Performance Sales Execution
Prospect title	Known job title of a prospect.	Team Performance Sequence Performance Sales Execution
Opportunity type	The type of opportunity e.g. new sales, renewals.	Sequence Performance Sales Execution
Opportunity state	The current state of the opportunity, defaults to Open, Lost, or Won.	Sequence Performance Sales Execution
Email type	A category of mailings based on if it was sent in sequence or not.	Team Performance Sequence Performance
Email status	Current mailing status. It is state based and changes as actions are taken against the mailing.	Team Performance Sequence Performance
Email source	A categorical field that identifies where the mailing was sent from. Mailings using the extension are flagged as 'app'.	Team Performance Sequence Performance
Template name	The name of a template if available.	Team Performance
Hide inactive dispositions	When set to true, filters out call dispositions that have been archived or deleted.	Team Performance

Non-removeable filters

Some Outreach standard filters will not be removable from the report because they are implicitly tied to the report's purpose. Non-removable filters will have a pin icon in the admin UI to indicate that they are not removable. The full list of non-removable filters is detailed in the following table:

Sequence performance	Sales Execution	TP: Summary	TP: Calls	TP: Emails	TP: Tasks
Teams	Teams	Teams	Teams	Teams	Teams
Users	Users	Users	Users	Users	Users
Currency	Currency	Hide Locked users	Hide Locked users	Hide Locked users	Hide Locked users
Number of Prospects added			Call direction	Email origin	Task state
Number of Prospects added			Heatmap range