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Reports lives inside Dashboards as the Reports tab (since the August 2026 navigation cleanup — there is no separate Reports item in the sidebar anymore). It has three tabs:
Ranked by engagement (views × completion × rewatches). Click any row to open the demo.Useful for:
  • Identifying your team’s hits, what cuts work?
  • Finding under-shared demos with high engagement (someone made gold but only sent it to one person)
  • Coaching: “watch this trailer, see how it opens?”

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Personal vs Team scope

The toggle at the top of the Reports phase switches between: Team scope is gated to Admin and Global Admin. Members see Personal-only. A recording the Global Admin has marked private never appears in Team scope — not in Top demos, the Activity feed, the By-user roster, or the Impact report and its PDF — unless you’re that recording’s owner or the Global Admin. Its title, prospect, and engagement numbers stay with the people who can see the recording itself.

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Dashboard widgets

The dashboard (your home phase) also has analytics:

Demos-per-quarter sparkline

Your output trend at a glance. Watch for plateaus, they indicate process drift.

Upcoming calls widget

What’s on your calendar this week with a recording bot scheduled.

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Common reporting workflows

  1. Reports → Activity tab
  2. Filter to “this week”
  3. Skim what happened across the team
  4. Note any stalled threads to follow up Monday
  1. Reports → By User → your row
  2. Check pending deal count
  3. Cross-reference with Conversations tab, which threads are warm?
  4. Walk into your forecast call with clean data
  1. Reports → Top Demos
  2. Filter to a specific rep
  3. Pick their highest-engagement demo
  4. Watch it together; note what they did right
  1. Demos-per-quarter sparkline on dashboard
  2. Reports → By User to compare reps
  3. Activity tab for qualitative signal
  4. Inform Q+1 goals

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What’s NOT in Reports

Today (Q2 2026):
  • Deal forecasting, we surface engagement signal but don’t predict deal close
  • Custom dashboards, fixed three-tab structure for now
  • Exporting to BI tools, coming via API access in Pro+ tier
If you need anything in the “what’s NOT” list, let us know, these get prioritized by demand.