Reporting (v2)

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Overview

Reporting v2 is a complete redesign of the reporting experience. It adds time series charts, a smart 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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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.

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Smart Views

Smart 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 Instantly Campaigns”)

Saved views appear in the sidebar. Clicking one instantly restores all filters, date ranges, and metric visibility preferences.

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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 categorised: Not Now, Wrong Person, Out of Office, Interested, etc. This data is 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
• 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 analyse 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:

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Benchmarks Panel

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