Campaign reporting (completed / failed / cancelled)
Campaign reporting is where you turn runs into learnings. The report view is dense on purpose: it’s built for operators who want to drill into outcomes, issues, and improvement opportunities.
At a glance
- Reporting supports date filtering.
- The report includes multiple dashboards: outcomes, issues, quality, follow-ups, telephony health, and results.
- There are multiple export concepts (CSV and PDF).
Date filter (how to use it)
Use date filters when:
- you want to exclude a bad early window
- you want to compare “before vs after” a change
- you want to validate a pilot window only
If you changed the agent prompt or number pool mid-run, date filters let you isolate “before” and “after” for cleaner learning.
Report dashboard sections (what to cover)
The report dashboard includes many dashlets. The docs should explicitly cover every major section, including:
- overview KPI cards
- campaign timeline
- execution mix
- operational details
- cost and quality
- common issues
- disposition highlights
- sentiment
- best time windows
- A/B experiment performance
- conversion funnel
- call quality
- contact insights
- follow-ups
- attempt effectiveness
- telephony health
- conversion tracking
- goal achievement
- voicemail rate
- talk-to-listen ratio
- conversation intelligence summary
- campaign results
How to read the report like an operator
- Start with overview KPIs and common issues to see whether this run is healthy.
- Use timeline and best time windows to spot schedule mismatch.
- Use telephony health and voicemail rate to spot number/provider issues.
- Use disposition highlights, conversion funnel, and follow-ups to see whether outcomes match your workflow.
- Use campaign results to drill into evidence for a specific pattern.
Results table (the ground truth)
The results table is where you validate hypotheses:
- search
- sort
- filter
- open call details
- run analysis on rows (where supported)
What to look for in results
- Clusters of the same blocker code (usually configuration or provider constraint).
- Dispositions concentrated in one failure/outcome category (usually script or audience mismatch).
- High voicemail rate for a cohort (often number health or targeting issue).
Exports (don’t confuse these)
- Export CSV from report dashboard (for result sharing)
- Export PDF (browser print)
- Results export from campaign detail (server-generated)
PDF export is for leadership summary. CSV export is for ops/RevOps deep work. Results export is for raw evidence and downstream tooling.
After every meaningful run, write a 5-bullet summary: what worked, what failed, what changed, what to do next, and the new baseline.