Shape CRM provides a comprehensive suite of pre-built reports designed to help you track key business, sales, marketing, and communication metrics. From call analytics to marketing performance, these reports ensure you have data-driven insights at your fingertips.
📌 How to Access Reports
1️⃣ Click the “Reports” icon 📑 in the top right navigation bar.
2️⃣ Browse the Popular Reports section for quick access to commonly used reports like Outgoing Email Report and User Calling Metrics.
3️⃣ Use filters to customize reports and drill down on the data you need.
📞 Communication Reports
📈 User Call Metrics Report
📊 Track team calling performance with detailed metrics:
✅ Unique Calls
✅ Total Calls (Inbound & Outbound)
✅ Daily Call Average
✅ Total Talk Time
✅ Average Call Duration
🔎 Filters Available: By user, team, or date range.
📞 Connected Call Logs Report
🔎 Focus on only connected calls (excludes missed calls).
✅ Caller & Contact Info
✅ Status & Campaign
✅ Call Start Date & Duration
✅ Call Direction (Inbound/Outbound)
✅ Call Outcome & Caller ID
📞 Call Report
📊 View ALL calls, including missed or unanswered calls.
✅ Call Duration & Status
✅ Call Outcome
✅ User & Caller ID Details
📞 Inbound Call Routing Report
📊 See how inbound calls are routed in your system.
✅ Call Route Name
✅ Total Calls Received & Connected
✅ Total Voicemails Left
📞 Inbound Call Legs Report
📊 Track call routing and attempts per inbound call.
✅ Lead Name & Call Date
✅ Users Attempted
✅ Call Route Used
📞 Missed Calls Report
📊 View all missed calls to follow up effectively.
✅ User-Specific Filters Available
📌 Access via: Reports tab OR "Missed" button in the dialer slideout.
📞 Voicemail Report
📊 Review voicemails received in Shape.
📌 Access via: Reports tab OR "Missed" button in the dialer slideout.
📞 Call Recordings Report
📊 Access and review recorded calls in the system.
📌 Ensure call recording is enabled in Manage Phone Settings.
📩 Text Logs Report
📊 Track all inbound & outbound text messages.
✅ SMS Recipient & Sender
✅ Status & Delivery Method
✅ Opt-Out Tracking
📩 Outgoing Email Report
📊 Monitor all outbound emails sent from Shape.
✅ Open & Click Rates
✅ Bounce & Unsubscribe Data
✅ Sender & Recipient Info
📩 Bulk Email Report
📊 Get insights on bulk email performance:
✅ Total Sent, Delivered, & Opened
✅ Failed, Clicked, & Unsubscribed Counts
✅ Spam Complaint Rate
📩 Bounced Email Report
📊 Track emails that failed to deliver and why (invalid email, full inbox, etc.).
📩 DNC, Opt-Out, Unsubscribe Report
📊 View all records that have opted out of communications.
✅ Admins can opt records back in if needed.
📢 Marketing Reports
📊 Lead Distribution Overview
📊 Track lead assignments & distribution methods.
✅ First Assigned User vs. Current User
✅ First Contact Date & Time
✅ Total Call Attempts
📊 Marketing Source Report
📊 Analyze lead quality from each source.
✅ Total Leads Created & Assigned
✅ Call & Opt-Out Tracking
✅ Source Performance Comparison
📊 Source Conversion Report
📊 Measure lead-to-sale conversion rates by marketing source.
✅ Total Spend & Cost Per Lead
✅ Conversion Rate Analysis
✅ Total Calls, Emails, & SMS Sent
📊 Drip Campaign Overview Report
📊 Monitor drip campaign effectiveness.
✅ Total Emails & SMS Sent
✅ Lead Conversions from Drips
📊 Import Log
📊 Track all lead imports and their status.
✅ Total Records Imported
✅ Import Date & Progress
📈 User Performance Reports
📊 Performance Overview
📊 Monitor user activity & productivity.
✅ Calls, Texts, & Emails Sent
✅ New Leads Assigned
✅ Inbound Calls Answered
📊 Shark Tank Activity Report
📊 Track user participation in the Shark Tank lead pool.
✅ Total Leads Claimed
✅ Leads Lost to Shark Tank
📊 Login Sessions Report
📊 View user login history and active sessions.
📊 Contact Record Reports
📊 All Records Report
📊 View all contacts across record types.
📌 Ideal for bulk communications.
📊 Lead Tracker Report
📊 Track lead status progression over time.
📌 Filter by date range to spot trends.
📊 User Status Tracking Report
📊 Monitor status progression by user to identify strengths & weaknesses.
📊 Duplicate Records Report
📊 Identify & merge duplicate contacts in Shape.
📌 Admins can also delete duplicates.
📊 Deleted Records Report
📊 Restore accidentally deleted records.
📌 Recover data within 90 days.
💡 Business Insights Reports
📊 Outbound Webhooks Report
📊 View all outbound data syncs to external apps.
📊 eSignature Tracking Report
📊 Track sent & completed eSignatures.
📊 Calendar Events Overview
📊 List of all scheduled events & meetings.
📌 Bulk delete calendar events directly from this report!
📊 Usage Credit Breakdown
📊 Monitor communication usage costs (calling, texting, email, eSign).
📊 Custom Reporting
🚀 Need more flexibility? Create your own reports!
✅ Filter & customize by record type, status, tags, date ranges, and more.
✅ Group, sum, and sort data to identify trends.
✅ Schedule automated reports to be sent daily, weekly, or monthly.
✅ Exports available for 48 hours (larger reports processed after peak hours).
📌 To create a custom report:
1️⃣ Navigate to the Reports section.
2️⃣ Click “Create a New Custom Report” at the top.
3️⃣ Select record type & filters.
4️⃣ Click “Save & Run Report” to generate it.
🔥 Get the insights you need to drive success with Shape CRM!
📌 Content Tags & Labels
📝 Content Tags
🔹 CRM Reporting
🔹 Sales Performance
🔹 Call Analytics
🔹 Email & SMS Tracking
🔹 Marketing ROI
🏷️ Labels
✅ Business Insights
✅ Data-Driven Decisions
✅ Lead Tracking
✅ Performance Metrics
🚀 Take control of your business with Shape CRM’s powerful reporting tools!
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