As a manager, you can access activity reports for any member of your team.
These reports help you understand what’s working, spot trends, and coach your team based on real outreach data.
Viewing a team member’s activity
You can select a specific user from the dropdown next to the List filter to view their individual activity report.
Once you select the account you want to review, you can apply filters such as date range and list to focus on a specific period or campaign.
Exporting reports for multiple users
You can also export a .csv file for multiple users. This creates a single spreadsheet with activity data for each selected team member, making it easier to compare performance across your team.
To do this, select “Export for multiple users” from the top-left corner of the Reports page.
After clicking export, a window will appear with a list of all team members. Select the users you want to include, then confirm your export.
The report will be emailed to you.
It will come from notifications@re2.ai with the subject line Activity Report, along with the date it was generated. We recommend marking this email as important so future notifications, such as leads and tips, don’t get missed.
The exported report shows the same information as a single-user activity report. The difference is that the overview and category sections combine data from all selected users.
Business details remain the same as in a single-user report, but you’ll also see an additional column indicating which team member contacted each business.
How can I help my team succeed?
Are they sending enough messages to be successful?
You should always have at least one active campaign running per team member. If anyone needs help with campaign strategy, reach out to our Resquared Coach at resquaredcoach@re2.ai
Are they leveraging different channels of outreach?
A common problem is becoming too reliant on one form of prospecting (only sending emails). This can diminish the value of the dominant channel.
Read these articles to learn how to use channels beyond email in Resquared.
Are they contacting the same business multiple times, or moving on if they don't hear back after the first attempted contact?
This can be difficult to ascertain from the activity reports alone, but is a great question to ask if you are brainstorming ways to increase leads.
Are they targeting good tenant categories for the space available?
The pie chart should provide a good sense of the types of businesses they are going after.
Have questions or running into technical issues? Our best email is human@re2.ai
If you want guidance on strategy, reach out to our Resquared Coach: resquaredcoach@re2.ai