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Overview

Reporting v2 is a complete redesign of the reporting experience, adding time series charts, a filter system with Saved Views, contact-level drilldowns, and a persistent layout that remembers your preferences.

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Key Improvements Over v1

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Metrics

All v1 metrics are available in v2, plus:

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Conversion Rate Between Steps

Each aggregate card (other than Bounces) shows a conversion rate against the nearest visible card to its left, for example “Conversion: Replied ÷ Sent”. If you reorder or hide cards, the conversion rate recalculates against whichever visible card is now to its left.

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Filters

The filter system in v2 supports multi-dimensional filtering:
  • Platform (Sequencer): filter by Instantly, SmartLead, Lemlist, EmailBison, PlusVibe
  • Campaigns: search and select individual campaigns
  • Date Range: window for all activity metrics
  • Date Grouping: aggregate time series by day, week, or month
Active filters are shown as chips at the top of the page. Remove any filter individually or clear all at once. Some fields can’t be used as Reporting filters, such as Last Reply Received or Previous Status. A filter on one of them, for example from a saved view, shows dimmed with the note “Filtering by this field is not allowed in this view. The filter will be skipped.” The report then counts records the filter would have removed, so check for dimmed filters before you read the numbers.

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Persisted Chart and Date Grouping Settings

Which chart lines you’ve toggled on or off, and your chosen date grouping (daily, weekly, or monthly), are remembered. They’re saved as part of your reporting settings and restored the next time you load the page, and they’re also captured whenever you save a Saved View, so reopening that view restores the same chart lines and date grouping you had when you saved it.

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Saved Views

Saved Views let you save any filter combination as a named view and reload it instantly. To save a view:
  1. Set your filters the way you want
  2. Click Save View
  3. Give it a name (e.g. “Q1 Outbound Campaigns”)
Saved views appear in the sidebar. Clicking one instantly restores all filters, date ranges, and metric visibility preferences.
Create a Saved View for each workspace or campaign type you review regularly, so you don’t set the same filters each time.

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Campaign Breakdown Table

The campaign breakdown table shows all campaigns matching your filters with full metric columns. You can:
  • Sort by any metric
  • Search by campaign name
  • Select campaigns for comparison
  • Archive or add notes (admins only)

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Disposition Breakdown

Expand any campaign to see how replies are categorized: Not Now, Wrong Person, Out of Office, Interested, etc., synced from your sending platform’s reply classification.

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Contact Drilldown

Click into any campaign metric (sends, replies, bounces, interested) to open the Data Panel: a slide-out showing every individual contact in that metric bucket. From the Data Panel you can:
  • Search contacts by name, email, or company
  • Switch between Contacts and Companies grouping
  • See each contact’s status as a badge (for example Sent, Opened, Reply, Positive Reply, Meeting Booked, or Bounced)
  • Click any contact to view the full email thread

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Email Thread View

The email thread shows every outbound email and inbound reply for that contact, across all campaigns. Timestamps, subject lines, and full email bodies are included.

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Variable Report (A/B Testing)

The Variable Report lets you analyze performance across tracking variables: custom tags you embed in campaigns to identify variants (e.g. persona, offer, subject line).

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How It Works

  1. Select 1–3 tracking variables to compare (e.g. tracking_persona, tracking_offer)
  2. Choose which values to include per variable, or select “All Variants”
  3. RevyOps groups all matching emails by variable combination and calculates metrics for each group

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Metrics

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Filters

The variable report supports additional minimum thresholds to exclude low-volume combinations from skewing results:
Tracking variables must be set on your campaigns in the sending platform before they will appear in the variable report. A variable’s name must start with tracking_. A variable named persona is never picked up, so it doesn’t appear in the report and nothing warns you. Name it tracking_persona.

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Benchmarks Panel

Open the Benchmarks panel alongside your campaign data to compare your performance against reference benchmarks, useful for identifying campaigns that are significantly above or below your typical baseline.

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Reply Timing

Reply Timing only appears as a tab when it’s enabled for your workspace. If you don’t see the tab, ask RevyOps to turn it on.
The Reply Timing tab shows when prospects reply, by day of week and hour of day. Charts count replies; the table below the chart lists one row per contact. The header shows total Replies, Contacts, and Interested counts for the current date range. You can switch between three views:
  • Heatmap: a day-by-hour grid, shaded by reply volume.
  • Hours: a chart of replies by hour of day.
  • Days: a bar-style breakdown of replies by day of week.
You can also toggle between All replies and Interested to scope every view to replies marked interested. Click a day, hour, or heatmap cell to select that bucket. The selection is shown above the charts (for example, “X replies from Y contacts”) with a Clear button, and the contact table below updates to show only that bucket. If a selection has more contacts than the table can show at once, it’s noted that only the first contacts are shown. If there are no replies in the current date range, the panel shows “No replies in this date range yet.”

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LinkedIn Reporting

RevyOps has a separate LinkedIn-specific reporting view for scoping data by LinkedIn sender.

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Sender Filter

The Sender filter scopes the entire page, not just the visible table. Selecting one or more senders re-fetches campaigns, metrics, and drilldowns so that every number on the page reflects only activity from the selected sender(s).