Activity Report

How to use this page

1. 1

   Apply the report scope

   Set From and Through, up to 93 days, and Campaign. Team leads can also select BDR. Focus the dropdown and press Up or Down to open it. If a search field appears, type to narrow the choices, then press Up or Down to enter the options. Use Up/Down to move, Home/End to jump to the first/last option, and Enter or Space to choose. Escape closes the menu without changing the value and returns focus to its button. Tab closes it and moves on. Reopening clears the search. Select Apply filters to load the report. Check the Showing dates below the filters to confirm the loaded range.

2. 2

   Read recorded activity

   In Activity by campaign, compare Dials, Human connections and Logged emails by campaign and BDR. Expand How activity is counted for the definitions. Dials exclude unfinished and skipped attempts. Human connections use saved dispositions. Task emails require saved confirmation; pending or unconfirmed task sends are excluded. Logged emails do not include every mailbox message or prove inbox delivery.

3. 3

   Export the displayed report

   Select Export displayed report (CSV) beside Activity by campaign after applying filters. It uses the loaded report's dates, campaign and BDR, not unsubmitted changes in the form.

4. 4

   Inspect session summaries

   Dialing sessions shows the latest matching sessions and the total. Narrow the date range to find earlier sessions. Select View summary and wait for Loading session summary to finish. The summary appears below the sessions and shows the full selected session and saved dispositions. Unfinished records may appear in a summary while remaining excluded from the dial total. Summaries include no recording or transcript.

5. 5

   Shadow only when authorized

   Team leads can choose Shadow current call for an active session. It is listen-only and ends with that call. Refresh and select it again for the next call. Stop listening leaves the current audio. BDR access does not include this control.

6. 6

   Compare saved sequence versions

   Sequences and tasks are retired, so Sequence comparison shows earlier sequence work only. It groups sequences by saved version, source campaign and acting SDR. Expand How sequence results are counted for the definitions. Linked dials count only calls linked to completed call tasks; confirmed emails require a saved provider receipt. Dates use the actual call or accepted-send time. Booked-meeting dispositions do not establish held meetings or sales conversions, and current contact status is not used to infer results.

7. 7

   Export sequence comparison

   Select Export sequence comparison (CSV) beside Sequence comparison after applying filters. It downloads the saved-version comparison using the loaded report filters, separately from the activity export. Independent sequence email activity retains its source campaign for attribution.

What the buttons do

Apply filters

Loads the selected inclusive Eastern date range and permitted campaign/BDR scope.

Export displayed report (CSV)

Downloads CSV for the currently displayed report.

View summary

Loads the full selected session's safe summary.

Shadow current call / Stop listening

Starts or stops authorized listen-only monitoring of one current call.

Export sequence comparison (CSV)

Downloads the sequence-version comparison for the applied report scope.

How activity is counted

Expands or collapses the definitions for dials, human connections and logged emails.

How sequence results are counted

Expands or collapses the evidence and timing rules for sequence comparison.

Common questions