Report categories
Each Reports Center category answers different leadership questions. Use this map before opening dozens of tiles.
Video
Who can do this
Analysts and managers.
Before you begin
- KPIs agreed with leadership
- Owners assigned to validate each metric monthly
What you'll accomplish
- Correct category chosen for each question
- Shared understanding of category scope
Step-by-step procedure
| Category | Path | Questions answered |
|---|---|---|
| Contacts | /reporting/contacts | Volume, health, call detail grids |
| Sales | /reporting/sales | Revenue, pipeline, rep performance |
| Tasks | /reporting/tasks | Throughput, overdue work |
| Activity | /reporting/activity | Touches across channels |
| Lead Sources | /reporting/lead-sources | Source quality and ROI |
| Calls | /reporting/calls | Dialer and connect metrics |
| Messaging | /reporting/messaging | Email/SMS/WA performance |
| Deals insights | /reporting/deals-insights | Deal analytics, win/loss |
| Appointments | /reporting/appointments | Booking funnel metrics |
Library routes also include Favorites, Shared Reports, My Reports, Scheduled Reports.
Example workflows
- Marketing standup → Messaging + Lead Sources.
- Sales standup → Sales + Deals insights.
- Ops standup → Tasks + Activity.
- Call coaching → Calls drilling to
/reporting/contacts/call-logs.
Extended guidance
Category sprawl confuses new managers—publish a one-page internal index linking business questions to categories. Deals insights complements but does not replace pipeline views in CRM—use both. Lead Sources quality checks should follow major ad platform changes.
Practice scenarios
Answer three executive questions using three different categories—document which category you opened each time.
Sandbox validation
Repeat the procedure in a test workspace or with two internal colleagues before customer-facing launches. Document who approved each step (marketing, legal, ops). Screenshot Verify your work outcomes for audit trails. When something fails, capture the URL, role, timestamp, and exact UI label clicked—Support resolves tickets faster with that context. Re-read See also links after your first successful run; adjacent topics often cover edge cases you have not hit yet.
Team rollout checklist
Assign a single owner for this workflow per workspace. Schedule a 30-minute handoff training with screen share. Add the See also links to your internal Notion or wiki. Re-verify after each major product release (labels move occasionally). Pair junior staff with a senior reviewer for the first live execution. Log lessons learned in your team retro—especially permission surprises and integration timeouts.
Keep learning
Bookmark this page and the Product module map. After major releases, re-walk Step-by-step procedure—UI labels move occasionally. Share feedback with your workspace Admin so Help stays aligned with how your team actually works.
Verify your work
- Category page loads report grid
- Drill-down preserves date filters
- Stakeholders receive scheduled category exports
Tips
Pin cross-category Favorites for executive one-pagers.
Troubleshooting
| Category missing | Module disabled | | Call grid empty | Inbound permission limits rows | | Messaging mismatch | Compare to campaign-native analytics |