Outreach Reporting Overview

The purpose of this article is to provide information to Outreach Users regarding reporting with Outreach. 

Outreach Reporting is a suite of actionable insights that equip managers, marketers, and sellers with the insights needed to understand the success of teams, processes, and content. 

The reporting experience provides a library of prebuilt reporting modules to guide Users to more actionable insights while giving them autonomy to easily customize, save, and export reports. 

Available Reports: 

When you land in the reports section of the application, you will see Sales Execution Report, Team Performance and Sequence Performance. Let’s go through what reports you can find under each tab.

Report	Content	Refresh Cadence	Data History
Sales Execution	Sales funnel/stage metrics Compare timeframes Compare teams Compare users	Daily (Every 24 hours)	16 Months
Team Overview	Core activity metrics Overdue tasks Meeting metrics Email sentiment	Daily (every 24 hours)	16 Months
Team Calls	Call activity  Call durations Call dispositions Heatmap	Daily (every 24 hours)	16 Months
Team Emails	Email activity Email engagement Email performance	Daily (every 24 hours)	16 Months
Team Tasks	Tasks by due date Tasks by category Tasks states	Daily (every 24 hours)	16 Months
Sequence	Sequence usage Sequence performance Email sentiment	Daily (Every 24 hours)	16 Months

Team membership history: this report reflects all activity based on a users current team association. If a user moves from one team to another, activity will not be associated with their historical team prior to the change.