Basic vs. Premium Reports: Overview

🔹 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.

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🧪 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.

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📁 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.

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📥 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.

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🧾 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.

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📌 Summary Table