Report types
The six kinds of report, what each contains and which periods you can choose
Last updated 2026-10-05
Click New report, pick a type and a period, and choose whether to include an AI summary. The report opens straight away and fills in while it is made.
| Type | Contains | Key numbers |
|---|---|---|
| Business overview | Customer conversations, the team, tasks and goals, sales, campaigns, customer problems and work logs | Conversations, resolved, reply time, waiting on us, tasks done, deals won |
| Customer service | Conversations in detail: first reply to new conversations, how fast people replied, automatic messages, replies by person and customer problems | Conversations, resolved, reply time, first reply, waiting on us, customer rating |
| Sales | Deals won and lost, win rate, average deal size, the pipeline now, meetings and their outcomes, campaigns | New deals, deals won, value won, win rate, open pipeline, meetings held |
| Team performance | Each person's numbers, their active time over the period, their share of the work, tasks by person and work logs by person | Active time, replies, resolved, tasks done, meetings held, goal check-ins |
| Goals & tasks | Every active goal with its progress and key results, check-ins and moods, tasks done and created, what is overdue, tasks by priority and by person | Active goals, average goal progress, key results at risk or behind, tasks done, tasks created, overdue now |
| Person report | One person's activity, tasks, goals, sales and work logs | Active time, replies, resolved, reply time, tasks done, deals won |
Team performance, and Person reports about someone other than yourself, need each person's numbers to be shown (see Who can see reports).
Periods
Choose today so far, yesterday, this week, last week, this month, last month, this quarter, last quarter, or your own dates. A period can be up to a year long and cannot end in the future. When a period includes today, the report stops at the moment it was made.
Numbers counted at report time
A few numbers describe the moment the report was made, not the period: Waiting on us, Overdue now, Open pipeline, and the goal numbers. They say "at report time". Goal progress history is not stored, so goals always show their progress when the report was made.
Active time is time spent working in Opzello, not hours worked.
The AI summary
The AI summary uses your workspace's AI tokens. The New report window shows roughly how many before you create the report. If your workspace is out of tokens, or AI summaries are paused, the report is still made: the numbers, charts and Needs attention list do not depend on the AI.
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