Reporting

Account analytics with a shared date range and filters, plus a branded Recruiting Report PDF.

Path: main nav → Reporting

Hidden from the main nav for some manager roles. Other roles can open it.

Tabs

1. Prospects — created over time and breakdowns. Date range max 3 years.
2. Conversations — messaging metrics. Start date must be within the last 120 days.
3. Shared — shared-with-manager activity.
4. Meetings — by type, owner, and status; CSV export.
5. Hires — hire metrics.
6. Transactions — transaction metrics.

Controls

• Set the date range first (limits differ by tab).
• Add filters that the tab offers (pipeline, source, office, users, labels).
• Use Export on the active tab when it is available.
• Recruiting Report — generate a PDF and a shareable link.

Common questions

Export data? Set filters and dates, then Export on that tab.

Conversations date error? The start date must be within the last 120 days.

Prospects range too long? Maximum 3 years.

I don’t see all my calls. Check the Conversations tab range, filters, and whether those calls used a different identity or Device Handoff.