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Reports

Engagements (Appts, Email, Calls, SMS, and Tasks) Report
Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Engagements (Appts, Email, Calls, SMS, and Tasks) Report

The Engagements report brings appointment, email, call, SMS, and task activity into one reporting view.

Use this report to review engagement activity across five tabs: Appointments, Emails, Calls, SMS, and Tasks.

This report is reporting-only. It does not send communications, schedule appointments, or create or update tasks.

This report can contain sensitive contact and engagement information, including phone numbers, message content, email metadata, task titles, contact identity, geography, and engagement history. Review and export this data only when appropriate for your role.

Open the Report

  1. In LeadCenter.AI, select Reports.
  2. Open Marketing Reports.
  3. Select Engagements (Appts, Email, Calls, SMS, and Tasks) .

This report refreshes every 15 minutes, so the latest data may not appear immediately.

Use Report Tabs

Each tab has its own date and filter controls. Each tab also includes Download PDF and Reset Filters.

Tab Use it to review
Appointments Appointment status, rates, timelines, summaries, and appointment-level detail.
Emails Email volume, template performance, conversion funnel activity, sender performance, workflow activity, generation type, and subject performance.
Calls Call volume, call duration, call type, status, user, lead source, provider, and call-level detail.
SMS SMS volume, status, sender, template, type, and message-level detail.
Tasks Task timelines, stages, owners, categories, task lists, statuses, hours, and task-level detail.

Appointments Tab

The Appointments tab provides appointment status, rate, timeline, summary, and appointment-list reporting.

Appointments sections include:

  • Summary status and rate cards
  • Appointments by Status
  • Appointments timeline and summary
  • List of Appointments

Appointments filters include:

  • Advisor
  • Date Created
  • Meeting Date
  • Category
  • Status
  • Lead Stage
  • Won or Lost?

Additional list controls include:

  • User
  • Appointment Category
  • Lead Source
  • Lead Stage
  • Appointment Date

Emails Tab

The Emails tab provides email activity reporting by date, template, user, sender, workflow, generation type, and subject.

The date field shown on this tab is Email Date.

Emails sections include:

  • # Emails Timeline
  • Sent Emails Stats by Template
  • Email Conversion Funnel
  • # Emails by User
  • Sent Emails Stats by Sender
  • Sent Emails Stats by Workflow
  • # Emails by Generation Type
  • Sent Emails Stats by Subject

Calls Tab

The Calls tab provides call activity reporting by date, type, status, user, lead source, geography, and provider.

Calls filters include:

  • User
  • Call Type
  • Call Status
  • Lead Source
  • From Country
  • Lead Stage
  • Call Date
  • Call Provider

Calls sections include:

  • All Calls Timeline
  • Calls by Type
  • Calls by Status
  • Calls by User
  • Calls by Lead Source
  • Calls by Provider
  • Total Calls
  • Call List
  • Total Call Duration
  • AVG Call Duration
  • AVG Calls Per Day

The Call List includes:

  • called_date
  • User
  • Clickable ID
  • Lead Name
  • Lead Source
  • Lead Stage
  • Call Type
  • Status
  • From Country
  • From State
  • From City
  • From Zip
  • Caller Number
  • Call Duration
  • Call Provider

SMS Tab

The SMS tab provides SMS activity reporting by created date, template, type, status, sender, and message detail.

SMS filters include:

  • SMS created date
  • SMS Template
  • SMS Type
  • Status

SMS sections include:

  • SMS by Status
  • Total SMS
  • SMS by Sender
  • SMS by Template
  • SMS by Type
  • List of SMS

The List of SMS includes:

  • contact_id
  • Contact Name
  • Owner
  • Direction
  • From Phone
  • Created Date
  • Status
  • SMS Template
  • SMS Type
  • Message
  • ID

Tasks Tab

The Tasks tab provides task activity reporting by due date, owner, status, priority, category, task list, stage, client category, and task-level detail.

Tasks filters include:

  • Owner
  • Task Status
  • Task Priority
  • Task due date
  • Category
  • Task List
  • Contact Name
  • Task Stage
  • Client Category

Tasks sections include:

  • Tasks Timeline
  • Tasks by Stage
  • Tasks by Owner
  • Tasks by Category
  • Tasks by Task List
  • Tasks by Status
  • Tasks List
  • TOTAL HOURS
  • # Tasks with WH

The Tasks List includes:

  • Task ID
  • Owner
  • Created Date
  • Due Date
  • Title
  • Status
  • Task Stage
  • Category
  • Task List
  • Client Category
  • Contact Name

Interpret the Report Carefully

Each tab uses its own date and filter controls. When comparing activity across tabs, check the selected tab, date field, and filters before drawing conclusions.

Engagement activity in this report reflects tracked records shown in LeadCenter.AI. The report does not perform the underlying communication, appointment, or task actions.

Download and Export

Select Download PDF on the active tab to download the current report view as a PDF.

To export a table as a CSV, open the table’s three-dot menu and select Export. For more details, see Exporting Data from Reports .

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