The Reporting tab lets you track your agent's activity across all outreach channels. Navigate to it by clicking Insights in the left sidebar under your agent.
There are two views:
Insights — a dashboard of saved reports and visualizations
History — a chronological feed of individual events
Insights
The Insights page shows pre-built and custom reports for your agent. Each card displays a snapshot of event data — total email counts, engagement activity, call volumes, and more.
To create a new report, click + New in the top-right corner and select Insight.
Building a report
When you open or create an Insight, a report builder opens on the right side of the screen. Use the left panel to configure your report:
Metrics — Click Select an event to choose what to measure. Select from the list of available events (see below), then choose an aggregation like Total events. You can add multiple events and combine them with OR logic.
Filters — Narrow your results by adding conditions: select a field, set the operator, and enter a value.
Breakdown — Slice your metric by a dimension for a more granular view.
At the top of the report, set a time range (e.g., last 7 days) and choose a visualization type from the dropdown in the top-right corner:
Bar chart
Line chart
Pie chart
Metric — displays a single large number, useful for at-a-glance KPIs
When your report is ready, click Save to name it and pin it to your Insights dashboard.
Available events
When adding metrics, you can track any of the following events:
Agent sent direct message to constituent
Agent sent email to constituent
Agent sent SMS to constituent
Agent used tool
Agent received direct message from constituent
Email clicked by constituent
Email delivered to constituent
Email could not be delivered to constituent
Email opened by constituent
Agent received email from constituent
Phone call completed
Agent received SMS from constituent
History
Click + New → History to create a History report — a table of individual events showing Event name and Time. Use this to audit your agent's recent activity or review specific interactions in chronological order. You can add filters to narrow results to a specific event type.
Customizing history columns
You can expand the History table by adding columns to display more context alongside each event — for example, first name, last name, or email.
Important: The columns available depend on the event filter you've applied. If you filter to a specific event type (e.g., Email opened by constituent), only columns relevant to that event will return data. Adding a column from a different event type will show blank values. For example, if you filter to Email opened by constituent and add the column Email opened: subject, you'll see subject lines — but adding Email delivered: subject or Phone call: summary will return nothing.
The list of available columns does not update dynamically based on your event filter — select columns that match the event you're viewing.