What Are Reports in Kickscale?
Reports help you answer specific questions using data from your customer conversations.
You can use them to uncover insights such as:
Which objections appear within a certain customer segment
Which feature requests your largest customers ask for
Which problems are mentioned most often
Coaching themes for individual team members
Creating a Report: Template or Custom
You can create reports in two ways:
Use a Template
Examples include:
Competitor Report
Objections Report
Customer Problems Report
Create a Custom Report
Give your report a clear name
Set meeting and deal filters
Add a specific question, e.g., “What questions arise in our onboarding meetings?”
Quick Start: Your First Report in 5 Steps
Open Insights
Go to Insights in the menu.
Open the Reports tab and click Create.Start with a question or choose a template
Enter a question such as “What are the most common objections?”
Or select a fitting template.Define the Meetings to analyze
Set filters such as date, team member, meeting type, tags, or keywords.Analysis
Kickscale analyzes the selected Meetings.
This may take a moment.View your results
You’ll receive clear summaries and categories with actionable insights.
Advanced Filters
When clicking on customize in the Creation Dialog you will get more in depth options to filter the conversations that will flow into the analysis.
Meeting Filters
Date or date range
Owner (meeting host)
Meeting Type
Meeting Tags
Keywords or competitor mentions
Deal Filters
Close date
Deal amount
Deal stage
Deal pipeline
Understanding Your Results: Summary & Categories
After the analysis, you will see two tabs.
1. Categories
Each category appears as a card with key insights
A progress indicator shows the percentage of Meetings mentioning this category
Meeting count relative to all analyzed Meetings
Expand each card to view and open related Meetings
2. Details
Short overview of the main findings
Table with the most frequent categories and their occurrences
Conversation examples for context
Optional recommendations based on the results
Advanced Features
Schedule Reports
Open the report and click Schedule
Select weekly or monthly frequency
Choose who should receive notifications
This keeps your team updated without manual effort.
Include CRM Data (HubSpot)
If your workspace is connected to HubSpot, Kickscale links categories with Deals.
You can see:
Which Deals include specific objections
The total deal value affected
All categories per Deal when switching to Group by Deal
Additional Deal filters like stage, pipeline, and value
Export Reports as PDF
Click Export as PDF in the report detail view
Useful for presentations or quick sharing with stakeholders
Tips & Troubleshooting
Best Practices
Review objections regularly to address risks early
Monitor competitor mentions to strengthen your positioning
Use coaching reports to give targeted rep feedback
Combine reports with deal data to understand pipeline impact
Troubleshooting
Report taking too long?
→ Narrow your filters to reduce the number of Meetings.Results look empty or unexpected?
→ Review and refine your filters and question.
If you need further assistance, feel free to reach out to us at support@kickscale.com.