Use this guide when the Agent Outbound Conversion report is missing, empty, or does not match what you expect after changing filters.

Before you troubleshoot the Agent Outbound Conversion report:

Symptom: Agent Outbound Conversion does not appear on the Reports home.

Likely cause: Your user role does not include Reports, or the report is not enabled or assigned to your account.

Fix: Confirm your role with your administrator. If your role is correct, contact your Volie account team to confirm the report is active for your account and appears under Account Specific Reports or General Reports.

Symptom: Summary tiles and the agent table show zeros or stay empty after you set filters.

Likely cause: No outbound campaign activity matches your date range and filter scope, or your user cannot access the organizations or campaigns with activity.

Fix: Widen Date Range, clear Organization / Store, Team, or Agent filters one at a time, and confirm outbound campaigns were running in that period. If activity should exist, verify your user has access to those organizations and campaigns.

Symptom: You adjust Date Range or scope filters but tiles and the table look unchanged.

Likely cause: The filter selection did not apply, the date range has no differing activity, or the browser view needs a refresh.

Fix: Re-select filters and wait for the dashboard to refresh. Try a clearly different Date Range. Refresh the page and reopen Agent Outbound Conversion from Reports.

Symptom: OB Contacts, OB Appts Set, or callback metrics do not match another Volie report or export.

Likely cause: The Agent Outbound Conversion report only includes outbound campaign activity and uses specific rules for contacts, callbacks, and appointments. Other reports may use different campaign scope or disposition logic.

Fix: Compare the same date range and organizations on both reports. Read How to read the Agent Outbound Conversion report for metric definitions, and use Reports → Glossary / Formulas for underlying formulas. Treat instant drops and Save Place in Line separately when interpreting callback presented counts.

Symptom: No CSV or download control appears on the Agent Performance Overview table.

Likely cause: Download may not be enabled on your live dashboard version, or the table has not finished loading.

Fix: Refresh the report and scroll to the full Agent Performance Overview table. If download is still unavailable, capture what you need from the on-screen table or contact your Volie account team to confirm whether export is enabled for your account.

You see fewer agents than expected when Team or Agent filters narrow the scope, when agents had no outbound campaign activity in the selected date range, or when your organization access excludes some locations.

Callback presented counts on the Agent Outbound Conversion report exclude instant drops and Save Place in Line from standard presented callback calls. That definition differs from a raw inbound call count on an outbound campaign.

If you still cannot access or read the Agent Outbound Conversion report, contact Volie Support with: