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Reports

Outbound Calls Report
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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

Outbound Calls Report

The Outbound Calls Report helps you review outbound call activity for scheduling and follow-up work in LeadCenter.AI.

Use this report to review calls by user, call status, lead source, call provider, duration, and call date.

This report is reporting-only. It does not place calls, change call records, or update contacts.

This report can contain sensitive phone and call activity information, including contact identity, attribution, provider, timing, and duration data. 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 Outbound Calls Report .

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

Set the Call Date Range

Use the Call Date control to choose the outbound call activity period you want to review. The report updates based on the selected Call Date range and filters.

Filter the Report

Use the filters at the top of the report to narrow outbound call activity.

Available filters and controls include:

  • User
  • Call Status
  • Call Type
  • Call Duration
  • Lead Name
  • Lead Source
  • Lead Stage
  • Call Provider

Select Reset Filters to clear the selected filters and return the report to its default view.

Review KPI Cards

The KPI cards summarize outbound call activity for the selected Call Date range and filters.

  • Total Calls: Total outbound calls shown in the current report view.
  • AVG Call Duration: Average call duration shown in the current report view.
  • AVG Calls Per Day: Average calls per day shown in the current report view.
  • # Days: Number of days represented in the current report view.

Review Report Sections

The report includes sections for reviewing outbound calls by user, status, lead source, and call provider.

  • # Calls by User
  • % Calls by Status
  • List of Calls
  • Supporting status tables
  • % Calls by Lead Source
  • % Calls by Call Provider

Review the List of Calls

The List of Calls provides call-level detail for the selected Call Date range and filters. The table includes a grand total for applicable call metrics.

The list includes:

  • Clickable ID
  • Lead Name
  • Lead Source
  • Lead Stage
  • Lead Created Date
  • Called Date-time
  • User
  • Call Status
  • Call Type
  • Call Duration
  • Call Provider
  • Calls

Call date, called number, and duration are tracked as part of outbound call activity. This article does not include sample call records or values.

Use Section Controls

Report sections may include controls labeled Drill up, Drill down, Sort, Show applied filters, and Show chart menu.

Download and Export

Select Download PDF 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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