Export Outreach reporting and recipient history

Tags: product:outreach intent:outreach-report intent:recipient-history intent:export

Go to Outreach > Reporting. Use Recipients to search recipient history, Email Unsubscribes for unsubscribe records and CSV export, and the available text reporting pages for opt-outs or invalid numbers. A sent outreach also has its own summary and included/excluded recipient lists.

Choose the report grain before comparing totals. One outreach can have source records, included recipients, excluded recipients, delivery events, opens, and clicks; those are different counts. Export the final recipient data when an audit needs one row per intended recipient, and use event-level data only when multiple delivery or engagement events are expected.

Apply the institution's privacy rules before sharing an export. Recipient history can contain personal contact and engagement data.