Recall report

The Recall report is the deep-dive view for a single recall. Where the Dashboard answers “how is everything doing?”, the report answers “how is this one recall doing?” This article covers its KPIs, the conversion funnel, and the four tabs.

What the report is for

Once a recall is live, its report tells you whether it’s working: how many patients it reached, how many took the action you wanted, where in the journey they drop off, and which patients are still in progress. The report adapts to the recall’s goal — a Book appointment recall highlights its booking rate, a Collect payment recall highlights its collection rate, and so on.

You reach a report by clicking an Active or Paused recall on the Recalls list, or a recall in the Dashboard‘s Top recalls section.

The header and KPIs

At the top you’ll see the recall’s identity — its name, goal, tier, trigger, and current state — and when it went live.

Below that are the KPI cards — the headline numbers for this recall, with the most important one shown first. Which KPIs appear depends on the goal. If a number can’t be calculated yet (not enough data), it shows a dash instead of a misleading zero.

How to change the time range

1. Open a recall’s report.
2. Use the time-range control at the top — 7 days, 30 days, 90 days, 6 months, or All time.
3. The report updates to the window you pick. The default is 30 days.

The four tabs

Overview

The Overview tab gives you the shape of the recall’s performance:

• Trend — the recall’s primary result over time, as a chart.
• Funnel — the conversion funnel for this goal, stage by stage (for example, Targeted → Appointment booked), so you can see where patients fall away.
• Segment summary — a quick per-segment comparison, with each segment’s patient count and main results.

Segments

The Segments tab is the fuller view of the same per-segment data — each segment with its patient count and key results side by side, so you can see which audience groups respond best.

Steps

The Steps tab breaks performance down by each step in the sequence — one row per message-sending step — with its own metrics, like how many messages were sent and how many were clicked. It tells you which messages in the journey are doing the work.

Patients

The Patients tab is the full list of patients who entered this recall during the period. For each you’ll see their segment, where they currently are in the sequence, when they entered, the outcome, and a status badge (for example Converted, In progress).

How to filter and browse patients

1. Open a recall’s report and click the Patients tab.
2. Use the segment filter to focus on one audience group, and the status filter to focus on one outcome (for example, only Converted patients).
3. A line below the filters tells you how many patients you’re seeing out of the filtered and total counts.
4. Click Load more to bring in additional patients.

States to be aware of

• Paused recall — the report still shows, with a banner noting new patients aren’t being enrolled.
• Deactivated recall — the report still shows its history, with a banner and a Reactivate option.
• Brand-new recall — a recall that’s active but hasn’t sent yet shows a “data will appear here as messages send” note instead of empty charts.