Skip to content
chat x lead

Reports

Know what happened after send

See the operational picture across conversations, campaigns, leads and team activity without exporting everything into a spreadsheet first.

  • Campaign performance
  • Delivery and reads
  • Lead activity
  • CSV export

Interactive product preview · demo data

Reporting capabilities

A report is only useful if the team trusts it

Reports are permission-scoped and built from the same company data as the inbox and campaigns.

Campaign metrics

Review recipients, accepted, delivered, read and failed counts.

Date ranges

Use presets or a custom range to focus on the period that matters.

Lead activity

See status changes and follow-up work alongside campaign outcomes.

Team visibility

Respect company roles so people only see the reporting they are allowed to.

CSV export

Export the current report when a teammate needs the raw data.

AI-assisted review

The workspace assistant can open the report view when the user has permission.

Operations

Measure the work, not just the messages

Delivery is only one part of the story. Pair campaign results with lead activity and team ownership to see where follow-through breaks.

  • Campaign delivery and read visibility
  • Lead status and follow-up context
  • Permission-scoped report access
  • CSV exports for finance and leadership
Talk about reporting needs

Interactive preview · demo data

Questions

Reporting questions

Still unsure? Talk to the team about your workflow.

Can every teammate see all reports?

No. Report access and exports are permission-scoped, and the data is limited to the active company.

Can I export report data?

Yes. Users with the report export permission can download the current report as CSV.

Do reports include WhatsApp message costs?

Reports focus on operational data such as campaign delivery and lead activity. Meta conversation charges are billed separately and should be reviewed in Meta billing.

Next step

Ready to run WhatsApp properly?

Bring the inbox, campaigns, automations, leads and AI into one company-scoped workspace.