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Basic vs. Premium Reports: Overview

This article outlines the reports available within Meera platform. These reports provide transparency and insight into lead activity, follow-ups, campaign engagement, and compliance-related actions.

🔹 Call & Follow-Up Reports

1. Call Report (Premium)

  • Description: Displays detailed call activity, including call status and filters for "Call Created Date" or "Lead Posted Date". Includes views by either attempted calls or per-lead basis.

  • Use Case: To monitor call outreach performance and activity per lead or campaign.

2. Follow-up Performance Report (Premium)

  • Description: Summarizes how follow-up sets are performing within a campaign. Highlights responses received and categorizes them into hard DNC, soft DNC, and those resulting in 30007 errors.

  • Use Case: To evaluate effectiveness of follow-up messaging and detect compliance-related flags.

3. WCT – Scheduled Pending Calls (Basic)

  • Description: Tracks upcoming scheduled calls for WCT campaigns. Includes call time (in campaign and user timezones), lead information, call status, and access to conversation logs.

  • Note: Report name to be updated for client-facing view.


🧪 Campaign Effectiveness & Engagement

4. A/B Testing Report (Premium)

  • Description: Displays number of start prompts sent and the response rate to measure the performance of different prompt strategies.

  • Use Case: Optimizing campaign messaging using real user data.

5. Campaign Performance Report (Basic)

  • Description: Offers insight into lead processing, message delivery, responses, DNCs, and call outcomes.

  • New Feature: Now includes Lead Source information.

  • Use Case: Assess campaign health and track lead engagement.

6. RSVP Report (Basic)

  • Description: Highlights which leads confirmed attendance for event campaigns.

  • Use Case: Understanding RSVP conversion and planning for events.


📁 Lead Data & Compliance Reports

7. All Leads Report (Premium)

  • Description: Lets clients search for any uploaded lead by first name, last name, or phone number and view their full conversation history.

  • Use Case: Investigate individual lead interactions or data.

8. Hard and Soft DNC Report (Premium)

  • Description: Lead-level visibility into contacts marked as Do Not Contact (DNC) or Soft DNC, based on filters applied.

  • Use Case: Review and verify compliance with opt-out requests.

9. Close or DNC Leads Module (Basic)

  • Description: Allows upload of lead lists to either Close (soft-close for a campaign) or flag as DNC (system-wide suppression).

  • Use Case: Manual suppression of leads from outreach per compliance requirements.


📥 Appointment & Scheduler Reports

10. Total Appointments Booked (Basic)

  • Description: Tracks leads and event timelines for Scheduler and WCT+Scheduler campaigns.

  • Note: Not meant for standalone WCT tracking.

  • Note: Report name to be updated for clarity in the client view.


🧾 Conversation & Status Reports

11. Lead Status Report (Basic)

  • Description: Offers a snapshot of each lead's journey, including status changes, SMS delivery, call results, and follow-ups.

  • Use Case: Can be used for offboarding to export lead data and communication records.

12. Conversation Logs (Basic)

  • Description: Detailed transcript of all messages in a conversation with timestamps, message types, and status.

  • Use Case: Also suitable for client offboarding or auditing user interactions.


📌 Summary Table

Report Name Type Primary Function
Call Report Premium Call tracking
Follow-up Performance Premium Follow-up insights + DNC error codes
A/B Testing Report Premium Prompt testing
Hard and Soft DNC Report Premium Compliance & suppression view
All Leads Premium Lead search & conversation history
WCT – Scheduled Pending Calls Basic Upcoming WCT call tracker
Total Appointments Booked Basic Scheduler appointments
Campaign Performance Basic Engagement metrics by campaign
RSVP Reports Basic RSVP response breakdown
Close or DNC Leads Module Basic Upload DNC/Closed lead lists
Lead Status Report Basic Lead lifecycle overview
Conversation Logs Basic Message-level transcript

 


📌 Additional Help

If you're still unsure which report you need or how to interpret the data, please submit a ticket to help@meera.ai