Action Report Dashboard

Delivery, engagement, opt-out, source outcome and cost performance across recent report batches.

Delivery

Provider-confirmed delivery status. Accepted is not counted as delivered.

Engagement Signals

Signals may include automated activity. Email open is not guaranteed human reading.

High-Intent Engagement

Direct actions taken on the secure report page.

Lead Outcomes / ROI

Recent Batches

Open any batch to inspect source file, sent template, delivery, responses and outcome checks.

Date	Product	Recipients	Delivered	Viewed	Downloaded	Completed After Send

Create Report from Database

Select date, product, payout purpose and goal. The portal calculates eligible leads from currentLevel/levelMeta and fetches partner contact details directly from read-only MongoDB.

Checking…

Date From Date To Product Publisher (optional multi-select) No selection = All Publishers. Select one or more to create a report only for those publishers. Publisher is admin-only and is not shown on the partner secure page. Report Purpose Uses currentLevel for eligibility and action_header for the pending action. Payout Level / Goal For Mandatory Payout, leads below this completed level are eligible. Action Header (multi-select) Choose the pending action headers to send for Mandatory Payout.

Mandatory Payout: currentLevel decides whether the payout level is still incomplete. Action Header tells the partner what the customer needs to do.

Action to Highlight Used in the urgency message and as {{action}} in templates. Completion Timeline Type Choose whether the action must be completed within N days or by one exact date. Within How Many Days Example: 7 → “Complete the action within 7 days”.

Database Preview

Nothing has been queued or sent yet. Verify and edit the report output before creating the batch.

Selection

Source Validation

Edit Report Output

These edits change only this generated report. The source MongoDB is never modified. Bulk values apply to every matched lead; row edits override the bulk value for that lead.

Required Action — apply to all Action Details — apply to all

Lead Sample

Customer phone numbers are fully visible for admin verification. Lead Date is shown as DD-MM-YYYY. Required Action and Action Details can be edited per lead.

Upload Excel (Backup)

Use this only when the required leads are not available in the database. Only EP ID is mandatory; all other columns remain flexible.

Download Demo Excel

Partner Source

Partner name, email and WhatsApp are fetched automatically by EP ID from the connected read-only MongoDB. No Partner Master upload is required.

Checking…

Product Name Report Purpose Action to Highlight Shown in the secure-page urgency message. Completion Timeline Type Use Within Days when the campaign says “complete within 7/15 days”. Within How Many Days

Select Product Report Excel Recommended demo headers: EP ID, Product Name, Lead ID, Customer Name, Customer Phone No, Required Action, Action Details. Only EP ID is technically mandatory; extra columns are preserved. Accepted: .xlsx · Maximum 25 MB

Preview

Report Details

Partner Database Check

EP IDs not found in the connected Partner Database are skipped automatically and shown here for review.

Ready to Send

Choose the message purpose, then select Email and/or WhatsApp. Nothing is sent until you click Send Reports.

Message Preset Preset text is managed under Message Templates. Team members only select and send.

WhatsApp Preview

Email Preview

Secure Link Preview

Email WhatsApp

Individual Reports & Delivery Status

Sent Template

Not sent yet

Outcome Tracking

EP ID	Rows	Product	Timeline	Email	WhatsApp	Details	Report

Message Templates

Configure reusable WhatsApp + Email presets once. Team members only select a preset before sending.

Create / Edit Preset

Preset NameRequired: Preset Name must contain exactly one purpose keyword — Mandatory or Additional. The selected keyword controls the secure-page urgency message. Fast2SMS Approved Template NameOptional here if FAST2SMS_GENERIC_TEMPLATE_NAME is configured in Hostinger.

Your Fast2SMS generic body

Important {{1}}

{{2}}

Total leads: {{3}}

Check Report: {{4}}

WhatsApp {{1}} Text WhatsApp {{2}} Text Add WhatsApp Download Report URL button Fast2SMS template button must be a dynamic URL button at index 0 using https://reports.leadstrk.in/r/{{1}}. The system sends the same secure report link used in body {{4}}.

Recommended timeline placeholder: {{timeline}} → automatically becomes by 31 Aug 2026 or within 7 days.
Available: {{product}} {{action}} {{timeline}} {{deadline}} {{deadline_date}} {{within_days}} {{count}} {{partner_name}} {{ep_id}} {{report_url}}

Email Subject Email Intro Email Action Text Active

Live Example

Preview the same template in both timeline modes before saving.

Preview Timeline Mode

Saved Presets

Name	WhatsApp {{1}}	WhatsApp {{2}}	Fast2SMS Template	Download Button	Status

Report History

Previous product uploads and delivery batches.

Date	Product	Completion Timeline	File	Rows	EP IDs	Matched	Status	Source	Template	Calling Summary

Action Required Reports