The Activity Report gives you full visibility into your team’s outbound communication so you can track performance and spot trends.
Use it to monitor texts, emails, and calls over time, see who’s engaging most with clients, and review specific interactions for accountability and coaching.
Overview Metrics
At the top of the page, you’ll see totals like:
- Texts: Total outbound text messages, including back-and-forth conversations
- Emails: Total outbound emails (including automations + blasts)
- Calls: Logged call activity
Each metric updates in real-time and reflects the studio user + date range filters you’ve selected.
Activity Graph
The visual chart helps you understand outreach trends over time. Hover over any point to see the number of calls, texts, or emails on that day.
Use this to:
- Spot peak days and quiet periods
- Align outreach with lead surges or promotions
- Set team benchmarks
Top Activity Leaderboard
See who’s driving the most engagement across your team.
The table shows total texts, emails, and calls per user, scoped to your selected filters.
Use it to:
- Celebrate top performers
- Coach team members on consistency
- Understand communication gaps by user or location
Detailed Activity Log
Scroll down to see a log of individual interactions.
Each row includes:
- User who completed the action
- Action (Text, Email, Call)
- Type (e.g., Blast, Automation, Manual Call)
- Client and their Status (if applicable)*
- Date and Time of the action
- Notes (if applicable)
You can click into notes or use filters at the top of each column to narrow your view by user, action type, or client status.
FAQs
Q: What counts as an “Email” or “Text” in this report?
A: All manually sent emails and texts sent through Loyalsnap are included in the totals.
Q: Are replies from clients included in these numbers?
A: No. The report only reflects outbound communication initiated by your team.
Q: How are “Calls” counted?
A: Only calls that are logged through the platform or click-to-call are counted. Manual call notes added outside of a logged call will not show up.
Q: Can I see who sent a specific message or made a call?
A: Yes. Scroll down to the Detailed Activity Log to view who took each action, what type it was, which client it involved, and when it happened.
Q: Can I change the date range to view a different timeframe?
A: Yes. Use the date filter in the top right to switch between views like last 7 days, 14 days, or 30 days.
Q: What does “Type” mean in the activity log?
A: “Type” refers to how the action was sent. Whether it was part of an automation, a mass blast, or a manual message or call.
Q: Can I export this report?
A: Exports aren’t currently available in-platform.
Q: Why are some messages or calls not showing up?
A: Make sure your filters are set correctly. If you still think something is missing, reach out to support.