How to Export Reports in Outreach

Objective

The purpose of this article is to provide direction to Outreach Users regarding exporting information from the Outreach Platform.

Applies To

• Outreach Users

Procedure

Note: the Export feature appears as one of the following buttons, typically located to the top right of the specific report page or the reporting section data you wish to export:
,

Report Overview

1. Log in to Outreach.
2. Click Reports  > Overview.
3. Select the appropriate date interval
4. Click the Export button

A CSV file of the Team activity report will be downloaded. This report contains the following:

• User ID
• User name
• User locked
• Prospects added
• Active prospects
• Outbound calls
• Emails delivered
• Overdue tasks
• Connected calls
• Total talk time
• Average call duration
• LinkedIn tasks
• Other tasks
• Active accounts owned
• Open rate
• Reply rate
• Click rate
• Unsubscribe rate
• In-Sequence rate
• One-off rate
• Bulk rate
• Cumulative meetings booked
• Meeting conversion rate
• Meetings held
• Meetings held rate
• Correct connect rate
• In-Sequence emails
• Bulk emails
• One-off emails

Pipeline Generation

1. Log in to Outreach.
2. Click Reports  > Pipeline Generation.
3. Select the appropriate date interval
4. Click Export.

A CSV file will be downloaded. This report contains the following:

• User ID
• User name
• Cumulative booked meetings
• Meeting conversion rate
• Meetings held
• Meetings held rate
• Outbound calls
• Correct connect rate
• Prospects added

Sequence Performance

1. Log in to Outreach.
2. Click Reports  > Sequence Performance.
3. Select the appropriate date interval
4. Click Export.

A CSV file will be downloaded. This report contains the following:

• Sequence name
• Sequence ID
• Owner ID
• Owner name
• Created at
• Last used at
• Sequence engagement score
• Meetings booked
• Prospects invited
• Prospects added
• Open rate
• Click rate
• Reply rate
• Positive
• Positive - Willing to meet
• Positive - Need information
• Positive - Misc. reasons
• Objection
• Objection - Already has a solution
• Objection - Bad timing
• Objection - Financial
• Objection - Not right person
• Objection - No reason
• Objection - Others
• Objection - Other reasons
• Referral - Specific contacts
• Unsubscribe
• Other
• Other - Unsupported language
• Other - Other intents
• Other - Unknown
• Created opportunities
• Created opportunity revenue
• Closed/Won opportunities
• Closed/Won opportunity revenue
• Currency type
• Accounts added
• Answer rate
• Emails delivered
• Linkedin tasks completed
• Opt out rate
• Outbound calls
• Overdue tasks
• Prospects active

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