> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization reports

# Organization Reports

Organization Reports provide comprehensive analytics for team performance and campaign effectiveness.

## Overview

Reports is an admin-only module that aggregates data across your entire organization, enabling team performance analysis and strategic planning.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/raysium/reports/placeholder-org-reports.png" alt="Organization Reports" />

## Access Requirements

* Admin or Owner role required
* Organization context must be set
* Select organization in header

## Report Types

### KPI Overview

Four main KPIs displayed:

| KPI             | Description                                  |
| --------------- | -------------------------------------------- |
| Total Leads     | All leads in organization database           |
| Contacted Leads | Leads reached at least once                  |
| Reply Rate      | Percentage of contacted leads that responded |
| Pipeline Deals  | Deals in CRM pipeline                        |

### Velocity Trend

Track message activity over time:

* Messages sent daily
* Messages delivered
* Messages replied
* Trend analysis

### Employee Performance

Compare team member performance:

| Metric        | Description             |
| ------------- | ----------------------- |
| Messages Sent | Total outbound messages |
| Responses     | Total replies received  |
| Response Rate | Reply percentage        |
| Deals Created | Deals generated         |

### Reply Rate Analysis

Employee response rate comparison:

* Individual reply rates
* Team average
* Benchmark targets
* Performance ranking

### Best Contact Hours

Heatmap showing optimal contact times:

* 24-hour view
* Response concentration
* Best times highlighted
* Timezone aware

### Campaign Performance

Top performing campaigns:

| Metric        | Description         |
| ------------- | ------------------- |
| Campaign Name | Campaign identifier |
| Contacts      | Leads contacted     |
| Replies       | Responses received  |
| Reply Rate    | Response percentage |
| Deals         | Deals created       |

### Source Effectiveness

Lead source performance:

* Source breakdown (manual, crawling, import)
* Response rates per source
* Lead quality by source
* ROI by source

### List Quality

Contact list quality metrics:

* Delivery success rate
* Error rates
* Invalid contacts
* Quality score

## Filtering Options

### Period Selection

Select time range:

* Last 7 days
* Last 14 days
* Last 30 days
* Last 90 days
* All Time
* Custom date range

### Employee Filter

Filter reports by employee:

* All employees
* Specific employee
* Multiple employees

## Export

### PDF Export

Export reports for stakeholders:

1. Click **Export PDF**
2. Browser print dialog opens
3. Save as PDF
4. Share with team

## Real-time Data

### Auto-refresh

Reports update automatically:

* Data refreshes on page load
* Manual refresh button available
* Cache updates every 5 minutes

## API Endpoints

```http theme={null}
GET /reports/admin/kpis                      - Organization KPIs
GET /reports/admin/employee-comparison       - Team comparison
GET /reports/admin/funnel-by-employee       - Funnel by employee
GET /reports/admin/source-performance       - Source analysis
GET /reports/admin/response-heatmap         - Best contact hours
GET /reports/admin/daily-activity           - Daily metrics
GET /reports/admin/campaign-performance     - Campaign rankings
GET /reports/admin/list-quality             - List quality
GET /reports/admin/employee-metrics-trend   - Trend analysis
```

## Dashboard Integration

Reports integrates with Dashboard:

* Reuses Dashboard aggregation functions
* Adds organization-level filtering
* Employee comparison features

## Best Practices

1. **Regular Reviews**: Check reports weekly
2. **Employee Coaching**: Use performance data for coaching
3. **Campaign Optimization**: Focus on high-performing campaigns
4. **Source Analysis**: Invest in quality lead sources
5. **Export for Meetings**: Prepare reports for team meetings