Docs
Open App
Core 8 min read• Updated 2026-09-09

Executive Reports & Custom Builder

Build client-ready PDF summaries, customize multi-metric reports across campaigns and sales pipelines, and schedule recurring stakeholder email digests.

Open Executive Reports

What is Executive Reports?

Executive Reports (/reports) is Reachvo's automated reporting builder and data export center. It enables founders, revenue leaders, and agency account managers to synthesize complex go-to-market data into polished, executive-ready presentations and automated email digests.

Whether you need to generate a one-off performance report for a board meeting, build a custom multi-metric PDF for a client, or automate weekly pipeline summaries sent directly to leadership inboxes, Executive Reports streamlines the entire reporting lifecycle.

┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ Reports                                                                     [ Export All ] [ + New Report ]│
│ Generate and export campaign, pipeline, content and outreach reports.                                 │
├────────────────────────────────────────────────────────────────────────────────────────────────────────┤
│ [ Summary ]  [ Campaign Reports ]  [ CRM & Deals ]  [ Content Reports ]  [ Scheduled ]  [ Exports ]    │
├───────────────────┬───────────────────┬───────────────────┬────────────────────────────────────────────┤
│ REPORTS GENERATED │ LAST EXPORT       │ AVG REPLY RATE    │ DATA RANGE                                 │
│ 8                 │ 2 hours ago       │ 8.4% ↗ 1.2%       │ 8/11/2026 - 9/9/2026                       │
├───────────────────┴───────────────────┴───────────────────┴────────────────────────────────────────────┤
│ Recent Reports (Table)                                                                                 │
│ ┌───────────────────────────────────────────────────────┬────────────┬──────────┬──────────┬─────────┐ │
│ │ REPORT NAME                                           │ TYPE       │ FORMAT   │ CREATED  │ ACTION  │ │
│ ├───────────────────────────────────────────────────────┼────────────┼──────────┼──────────┼─────────┤ │
│ │ Q3 Outbound Pipeline Summary                          │ Campaign   │ PDF      │ Sep 9    │ [Download]│
│ │ Enterprise Deal Velocity & Win/Loss                   │ Pipeline   │ CSV      │ Sep 8    │ [Download]│
│ │ LinkedIn Creator Growth & Outliers                    │ LinkedIn   │ PDF      │ Sep 6    │ [Download]│
│ └───────────────────────────────────────────────────────┴────────────┴──────────┴──────────┴─────────┘ │
└────────────────────────────────────────────────────────────────────────────────────────────────────────┘

1. Reports Dashboard Tabs Overview

The Reports module is divided into six specialized operational views:

Tab Name Focus Area Core Use Case
Summary Macro executive health & recent exports Quick access to latest reports and blended outbound benchmarks.
Campaign Reports Outreach sequence performance Rank and export campaign metrics across Email and LinkedIn channels.
CRM & Deals Pipeline progression and revenue Audit stage funnels, deal loss reasons, and individual opportunity metrics.
Content Reports LinkedIn post velocity & engagement Export post impressions, reaction metrics, comments, and republish dates.
Scheduled Reports Recurring automated deliveries Configure automated weekly, monthly, or quarterly email digests for stakeholders.
Export History Complete historical file archive Immutable audit log of all generated PDF, CSV, and Excel export files.

2. Summary Tab: Workspace Reporting Health

The Summary tab (/reports) provides high-level visibility into your reporting volume and recent export activity:

  • REPORTS GENERATED: Total cumulative reports compiled in your active workspace.
  • LAST EXPORT: Relative timestamp of the most recent download or automated delivery.
  • AVG REPLY RATE: Blended response percentage across active campaigns with period-over-period trend delta (↗ 1.2%).
  • DATA RANGE: Current active reporting time horizon.
  • Recent Reports List: Table listing recent reports with direct download links and quick renaming tools.

3. Campaign & CRM Reports Tabs

┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ Campaign Reports                                             [ Search campaigns...   ] [ Generate ]    │
├─────────────────────────┬───────────┬──────────────┬──────────────┬────────────────────────────────────┤
│ CAMPAIGN                │ CHANNEL   │ SENT         │ REPLY RATE   │ STATUS                             │
├─────────────────────────┼───────────┼──────────────┼──────────────┼────────────────────────────────────┤
│ Enterprise Q3 Outbound  │ LinkedIn  │ 312          │ 12.2%        │ Active                             │
│ SaaS Founders Cold Email│ Email     │ 745          │ 8.3%         │ Active                             │
│ Agency Growth Sequence  │ Dual      │ 363          │ 5.2%         │ Active                             │
└─────────────────────────┴───────────┴──────────────┴──────────────┴────────────────────────────────────┘

Campaign Reports Tab (`/reports/campaigns`)

  • Search Bar: Quickly isolate specific sequences by campaign name.
  • Generate Report Button: Instantly compiles a focused PDF/CSV export containing campaign delivery metrics, reply rates, and average response times.

CRM & Deals Tab (`/reports/crm`)

┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ [ Date Range: Last 30 days v ]                                                        [ Download CSV ] │
├───────────────────┬───────────────────┬───────────────────┬────────────────────────────────────────────┤
│ TOTAL DEALS VALUE │ TOTAL DEALS COUNT │ WIN RATE          │ AVG DEAL SIZE                              │
│ $148,500 ↗ 14%    │ 18 (12 open)      │ 33.3% ↗ 4%        │ $12,375 ↗ 6%                               │
├───────────────────┴───────────────────┴───────────────────┴────────────────────────────────────────────┤
│ Pipeline Stage Funnel                                     │ Deal Loss Reason Analysis                  │
│ ┌───────────────────────────────────────────────────────┐ │ ┌────────────────────────────────────────┐ │
│ │ New Lead:     $24,000 [|||||]                         │ │ │ Price / Budget:     5 [||||||||||]     │ │
│ │ Qualified:    $45,000 [|||||||||]                     │ │ │ Competitor Chosen:  3 [||||||]         │ │
│ │ Proposal:     $50,000 [||||||||||]                    │ │ │ Timing / Deferred:  2 [||||]           │ │
│ └───────────────────────────────────────────────────────┘ │ └────────────────────────────────────────┘ │
├───────────────────────────────────────────────────────────┴────────────────────────────────────────────┤
│ All Deals Table                                                      [ Search deals...               ] │
├─────────────────────────┬───────────────────┬──────────────┬──────────────┬────────────────────────────┤
│ DEAL                    │ OWNER             │ CLOSE DATE   │ VALUE        │ STATUS                     │
├─────────────────────────┼───────────────────┼──────────────┼──────────────┼────────────────────────────┤
│ CloudScale Enterprise   │ Devyansh Tripathi │ Sep 30, 2026 │ $50,000      │ Proposal                   │
│ DataPulse Analytics     │ Michael Chang     │ Oct 15, 2026 │ $25,000      │ Qualified                  │
└─────────────────────────┴───────────────────┴──────────────┴──────────────┴────────────────────────────┘
  • Date Range Selector: Filter CRM metrics by 7-day, 30-day, 90-day, or custom date ranges.
  • Download CSV: Exports complete deal records including linked contacts, owners, expected close dates, and stage histories.
  • Funnel & Loss Analysis: Side-by-side graphical cards tracking pipeline conversion velocity and deal drop-off reasons.

4. Content Reports Tab

The Content Reports tab (/reports/content) provides an exportable audit log of all published LinkedIn posts:

  • POST PREVIEW: First two lines and hook of the published LinkedIn update.
  • IMPRESSIONS: Total organic views accumulated by the post.
  • LIKES / REACTIONS: Total audience reactions.
  • COMMENTS: Total comment engagement count.
  • SHARES / REPOSTS: Total audience reshares.
  • REPORT DATE: Exact publishing timestamp.

5. How to Build a Custom Report (5-Step Wizard)

Click the + New Report button in the header to launch the custom report builder wizard (/reports/new):

┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ New Report                                                                                             │
│ Create custom reports by selecting the data fields, filters, and visualization type.                   │
├────────────────────────────────────────────────────────────────────────────────────────────────────────┤
│ (1. Report Type) > (2. Select Fields) > (3. Filters) > (4. Visualization) > (5. Schedule & Delivery)  │
└────────────────────────────────────────────────────────────────────────────────────────────────────────┘

Step 1: Choose a Report Type

Select the core domain for your report:

┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ Choose a report type                                                                                   │
├───────────────────────────────────┬───────────────────────────────────┬────────────────────────────────┤
│ (•) [Chart] Campaign              │ ( ) [Trend] Pipeline              │ ( ) [Users] Contacts           │
│     8 metrics available           │     6 metrics available           │     5 metrics available        │
├───────────────────────────────────┼───────────────────────────────────┼────────────────────────────────┤
│ ( ) [Mail] Email                  │ ( ) [LinkedIn] LinkedIn           │ ( ) [Dollar] Revenue           │
│     5 metrics available           │     6 metrics available           │     5 metrics available        │
└───────────────────────────────────┴───────────────────────────────────┴────────────────────────────────┘
  • Campaign: Sends, Opens, Replies, Reply Rate, Bounce Rate, Click Rate, Meetings Booked, Revenue Influenced.
  • Pipeline: Deal Count, Total Pipeline Value, Average Deal Size, Win Rate, Sales Cycle Length, Stage Drop-off.
  • Contacts: Net New Contacts, Average Lead Score, Source Mix, Active Contacts, Highly Engaged Contacts.
  • Email: Inbox Placement Rate, Spam Placement Rate, Bounce Rate, Sender Reputation Score, Domain Health.
  • LinkedIn: Profile Views, Connection Growth, Post Impressions, Reactions, Comments, Follower Acceleration.
  • Revenue: Revenue Forecast Total, Weighted Pipeline, Closed Won ARR, Deals At Risk, Quota Attainment.

Step 2: Select Fields & Metrics

  • Choose the specific metrics you want included in your report using multi-select checkboxes.
  • Use Select All or Deselect All buttons to quickly configure metric sets.

Step 3: Configure Filters & Date Ranges

  • Date Range: Set custom start (From) and end (To) dates, or choose quick presets (7 Days, 30 Days, 90 Days).
  • Channel Filters: Include or exclude Email versus LinkedIn channels.
  • Campaign Statuses: Filter by Active, Paused, Completed, or Draft.
  • Team & Segment Filters: Isolate reporting to specific sales reps or CRM contact segments.

Step 4: Choose Visualization & Preview

┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ Select Layout & Visualization                                                                          │
├───────────────────────────────────┬───────────────────────────────────┬────────────────────────────────┤
│ (•) Table Format                  │ ( ) Dashboard Cards               │ ( ) Executive Summary Card     │
├───────────────────────────────────┴───────────────────────────────────┴────────────────────────────────┤
│ Chart Type: [ Bar Chart (Selected) ]  [ Area Chart ]  [ Donut Chart ]                                  │
├────────────────────────────────────────────────────────────────────────────────────────────────────────┤
│ Live Report Preview                                                                                    │
│ ┌────────────────────────────────────────────────────────────────────────────────────────────────────┐ │
│ │ [ Real-time chart & table preview rendered from live workspace data ]                              │ │
│ └────────────────────────────────────────────────────────────────────────────────────────────────────┘ │
└────────────────────────────────────────────────────────────────────────────────────────────────────────┘
  • Layout Format: Select between a dense Table Format, a visual Dashboard Cards layout, or a high-level Executive Summary Card.
  • Chart Type: Select Bar Chart, Area Chart, or Donut Chart.
  • Live Preview Panel: Displays a real-time rendered preview of your chart and table using live workspace data before you finalize the report.

Step 5: Schedule & Delivery

┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ Report Name *                                                                                          │
│ [ Q3 Executive Board Presentation & Outbound ROI                                                     ] │
├────────────────────────────────────────────────────────────────────────────────────────────────────────┤
│ Schedule Cadence                                                                                       │
│ (•) Once (Generate Now)   ( ) Weekly   ( ) Monthly   ( ) Quarterly                                     │
├────────────────────────────────────────────────────────────────────────────────────────────────────────┤
│ Export Formats                                                                                         │
│ [x] PDF Document    [x] CSV Data Table    [ ] Excel Spreadsheet                                        │
├────────────────────────────────────────────────────────────────────────────────────────────────────────┤
│ Automated Email Delivery (Optional)                                                                    │
│ [ [email protected], [email protected]                                                ] │
├────────────────────────────────────────────────────────────────────────────────────────────────────────┤
│ [ < Previous ]                                                  [ Save Draft ]  [ Generate Report ]    │
└────────────────────────────────────────────────────────────────────────────────────────────────────────┘
  1. Enter Report Name: Provide a descriptive title for easy reference.
  2. Select Schedule Cadence:
    • Once: Generates and compiles the report immediately for instant download.
    • Weekly / Monthly / Quarterly: Automates recurring compilation.
  3. Select Export Formats: Check PDF Document, CSV Data Table, and/or Excel Spreadsheet.
  4. Configure Email Recipients: Add comma-separated stakeholder emails to automatically dispatch the report upon completion.
  5. Finalize: Click Generate Report to process, or Save Draft to store the configuration for future edits.

6. Scheduled Reports & Automated Email Delivery

The Scheduled Reports tab (/reports/scheduled) manages your active recurring delivery automations:

┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ Scheduled Reports                                                                                      │
├─────────────────────────┬──────────────┬──────────────────────────────┬──────────┬──────────┬──────────┤
│ REPORT NAME             │ CADENCE      │ RECIPIENTS                   │ STATUS   │ LAST SENT│ ACTIONS  │
├─────────────────────────┼──────────────┼──────────────────────────────┼──────────┼──────────┼──────────┤
│ Weekly Sales Pipeline   │ Weekly       │ [email protected]     │ Active   │ Sep 8    │ [Edit][D]│
│ Monthly Executive Digest│ Monthly      │ [email protected]          │ Active   │ Sep 1    │ [Edit][D]│
└─────────────────────────┴──────────────┴──────────────────────────────┴──────────┴──────────┴──────────┘
  • Edit Schedule: Click the pencil icon to modify the report name, delivery cadence, or recipient email list.
  • Pause / Resume: Temporarily halt automated sending without deleting your custom configuration.
  • Delete Schedule: Permanently remove the scheduled automation.

7. Export History & File Management

The Export History tab (/reports/exports) provides an immutable archive of all generated files:

  • FILE NAME: Click the pencil icon next to any file name to edit its display label.
  • FORMAT: PDF, CSV, or Excel badge.
  • GENERATED: Exact date and timestamp when the file was compiled.
  • SIZE: Formatted file size (e.g. 245 KB, 1.4 MB).
  • STATUS: Indicates whether the file is Ready for download or Processing.
  • Download Button: Re-download any historical report directly to your local computer at any time.

8. Frequently Asked Questions (FAQ)

Can I white-label or customize the branding on PDF exports?

Yes. Executive PDF reports generated by Reachvo use clean, modern typography and structured styling formatted for presentation to investors, clients, and corporate boards.

What happens if an automated report email fails to deliver?

Reachvo logs delivery attempts in your activity feed and re-attempts dispatch. If a recipient email address bounces, an alert notification is delivered to the workspace administrator.

How long are historical report files stored in Export History?

Generated report files remain archived in your Export History indefinitely as long as your workspace subscription remains active.

Quick Reference Summary

Action How to Execute
Export All Data Click Export All in the top-right header of the Reports dashboard.
Create Custom Report Click + New Report and follow the 5-step wizard (/reports/new).
Schedule Weekly Digest In Step 5 of the wizard, set Schedule to Weekly and enter recipient emails.
Download Past Reports Navigate to the Export History tab and click the Download button.
Export CRM Deals Go to the CRM & Deals tab and click Download CSV.
Edit Scheduled Report Open the Scheduled Reports tab and click the Edit (Pencil) icon.