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Use Reporting to turn processed meetings, email activity, CRM fields, and configured Ergo reporting fields into dashboards your team can review repeatedly. Reporting is access-controlled. Some users can only view dashboards that were granted to them, while users with create access can build dashboards, reports, custom fields, and call grading rubrics. Reporting email cadences and rep performance are admin-only tabs.

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Start with the workflow

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Before you interpret a report

  • Confirm the viewer has Reporting access and the dashboard is in their granted dashboard set.
  • Check the dashboard or chart time range before comparing numbers.
  • Confirm the reporting field is populated for the source meetings or email threads you expect.
  • Check whether the chart is using a field filter, breakdown field, rubric field, revenue preset, or correspondence type filter.
  • Treat generated clusters and summaries as analysis aids, not as a complete audit of every customer interaction.

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Common issue path

  • If a dashboard is missing, ask an admin to review Reporting access grants.
  • If a chart has no data, check date range, field configuration, source freshness, and filters.
  • If a shared link does not work, check whether the link was revoked, password protected, or limited to a narrower shared view.
  • If a scheduled reporting email did not arrive, check the cadence’s active run and recent run history.

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Last modified on June 8, 2026