Sending an equity report is only half the job - the other half is finding out whether anyone actually looked at it. Reports carries three ways to check: the numbers at the top of the page, a chart for one month, and a log of every send, right down to one client's own record.
Watch Mandric walk you through this topic
6:41The Four Figures at the Top
The reports page opens on four counts: Subscribed Clients, Sent This Month, Total Views and Total Interactions. Views count a report that was opened at all; interactions are the more telling number - a client who clicked through to contact you, or corrected their own property value or mortgage balance. A high view count with almost no interactions is a report that gets opened and set aside.
The Engagement Chart
Beside the stats sits a monthly snapshot: Viewed, Interacted and Unsubscribed, each as a percentage and a raw count of that month's sends. Pick a different month from the dropdown to compare, and download the chart as an image when you want to show a partner or a team meeting how the list is performing. A month with zero sends shows no bars rather than a misleading flat line.
Your Report History
Switch to report history and you get every send, one row per client per report - channel, when it went out, its cadence, and a status chip: Sent, Queued, Suppressed or Failed. Filter by time window or by cadence to narrow a long log down to what you're actually looking for.
One Client's Record
Click any row and it opens that client's own file: every report period they've received, expandable into what happened with it - how many opens, how many page views, and any interaction they made, such as correcting their address, updating their property value or mortgage balance, or clicking through to contact you. Their recurring cadence and reports partner sit at the top of the same panel, so you can adjust either without leaving the record you're reading.
Finding the Clients Who Engaged
On the enrolled list, the interacted in the last 30, 60 or 90 days filter narrows the whole roster down to clients who actually did something with their last report. That's your call list: someone who opened their report and clicked through, or corrected a number, is telling you they're paying attention to their file. Combine it with the report-status filter to separate an active, engaged client from one who's merely subscribed.
What to Do Next
- Create an Equity Report to see what a client actually receives before you read how they responded to it.
- Read how a client corrects their own numbers in When a Client Edits Their Own Report.
- Schedule Recurring Equity Reports for the clients whose engagement tells you they're worth keeping on a cadence.