3 min read

Exporting reports

Download data for analysis or team review.

Exports help you share campaign results, audit leads, and update other systems.

1

What this helps you do

Exports help you share campaign results, audit leads, and update other systems.

2

Recommended workflow in Outlio

Choose the campaign or list you need.

Apply filters for the desired segment.

Export CSV where available.

Review columns for statuses and labels.

Store the report securely.

3

Quality checks

  • Export after reply sync has had time to update.
  • Create separate exports for opportunities and bounces.
  • Keep the reporting date in the filename.
4

Common mistakes to avoid

  • Sending raw lead data broadly.
  • Mixing old and new exports without date labels.

Done well, this should leave you with

A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.

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