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What is a report?

A report is a saved subset of Client Files within a case. When Bob syncs a case from Salesforce, it can contain many Client Files. Reports let your team define who to work next—without treating the whole case as one outbound campaign. You pick a report on Outbound (and in other list-driven flows) to limit which Client Files appear.
In the product, buttons and menus may say List by default. This page uses report for the same concept.

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Create a report from a CSV (Client Files page)

Use this when you have a spreadsheet of CRM IDs for people or matters that already exist in Bob—for example an export from another tool or a segment you maintain outside Bob.
  1. Open Client Files in the sidebar.
  2. In the header, click Import list (green button with a plus icon). Your org may customize that label; it opens the import dialog that builds a report.
  3. Upload a CSV (drag-and-drop or browse). The file must include a column whose values are CRM IDs matching Client Files already in Bob (for example Salesforce Ids or columns the dialog describes as client file / CRM id).
  4. Enter a report name. Under Project, choose the case this report belongs to—the UI uses the term Project by default, but it maps to your Bob case.
  5. Under CRM ID Column, select the CSV column that holds those IDs.
  6. Start the import. Bob matches each row to an existing Client File. If some IDs do not match, the results step shows what failed to link.
  7. Click Open in Outbound to go to Outbound with this report ready to use, or close the dialog and select the report later from Outbound.

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Use a report on Outbound

Follow Make a call or send a form: choose a report, then a channel and script, then the Client File(s) to contact.

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See also