How to Access and Download Reports

Who Can Access Reports?

You will need Admin, Sub-User, or Analyst access to view the reporting section in the Meera portal. If you do not hold one of these roles, the "Reports" option will not appear in your sidebar navigation.

Lead Status Report

Categorized view of leads based on their progression (e.g. new, contacted, interested, follow-up, DNC, closed).

Call Report

Summary of call activity per lead or campaign, including call attempts, duration, outcomes, and agent notes. Includes recordings and dispositions.

Scheduled Pending Calls (WCT)

A list of calls that were scheduled but are still pending execution.

Conversion Report

All customer interactions across calls, texts, or other channels, including detailed lead engagement and source insights.

Campaign Performance Report

Overview of how a campaign is performing — open rates, conversions, appointment rates, DNCs, and engagement levels.

A/B Testing Report

Compares the performance of two or more start prompt variations to identify which version yields better results.

Scheduled Event Calls

Tracks all calls tied to a specific event (e.g. info session, webinar, insurance deadline), along with time and RSVP status.

 WCT - Scheduled Calls Report

Focuses on pending scheduled calls that haven't yet occurred, it's useful for prioritizing callbacks or same-day follow-ups.

Hard and Soft DNC Report

Breakdown of leads marked as Do Not Contact:

1. Hard DNC: Permanent opt-out (e.g. legal request or explicit unsubscribe)
2. Soft DNC: Temporary pause or internal flag (e.g. user requested no contact for a period of time)

Campaign Lead Data Report

A comprehensive view of all leads enrolled in a specific campaign. Helps track lead engagement, audit outcomes, and optimize campaign flow.

RSVP Report

Tracks responses to RSVP-based campaigns (e.g. event invites, webinars), including status: attending, not attending, no response.

Where to Find Reports