User and Agent Reporting gives you a per-team-member view of activity and productivity inside Aesthetix CRM. Instead of only seeing how your practice is doing overall, you can see how each individual on your team (front desk staff, patient coordinators, providers, or anyone assigned to leads and patients) is contributing to bookings, follow-up, and revenue. You'll find it in the left-hand menu under Reporting, in the Scheduled and Team Reports area.
Every lead and patient that moves through your pipeline is usually assigned to a team member. User and Agent Reporting rolls up what that person actually did with their assigned opportunities: how many they worked, how many they closed, how quickly they followed up, and how they communicated (texts, emails, and calls). It's built for practice owners and office managers who want to:
Spot which team members are converting the most leads into booked consults and treatments.
Confirm that follow-up (calls, texts, emails) is actually happening on assigned leads.
Coach underperforming team members using real numbers instead of guesswork.
Compare performance across different time periods, such as this month versus last month.
Open Reporting in the left-hand menu.
Select Agent Reporting (also labeled Team Reporting depending on your view) from the top menu.
Choose the date range you want to analyze. You can compare across ranges (for example, this month against the previous month) to see whether performance is trending up or down.
A summary panel shows how your whole team is performing at a glance before you drill into individuals. This is the fastest way to check overall pipeline health without opening each team member's numbers one at a time.
For each team member, the report breaks down their assigned opportunities (leads and prospective patients moving through your pipeline), including:
Total opportunities assigned and worked.
Conversion stats: how many opportunities were won versus lost.
Pipeline stage movement, so you can see whether opportunities are stalling with a particular team member.
The report also tracks how each team member is communicating with leads and patients:
SMS stats: texts sent and received per team member.
Email stats: emails sent and, where tracked, opened.
Call metrics: calls made, answered, and call duration, so you can see who's actually picking up the phone and how long they're spending with each patient.
Efficiency metrics give you a sense of how quickly a team member is responding to and moving opportunities along, which is one of the strongest predictors of whether a lead actually books a consult.
A leaderboard ranks team members by:
Most opportunities worked.
Most opportunities won.
This is a simple way to recognize top performers or flag team members who may need coaching or a lighter lead load.
You can compare metrics across two date ranges side by side to see whether a team member's numbers are improving, holding steady, or slipping.
This report is most useful for practice owners, office managers, and anyone responsible for staff performance or lead follow-up. If you have a front desk team fielding new patient inquiries, patient coordinators managing consults, or sales staff working membership and package opportunities, User and Agent Reporting is the fastest way to see who's driving results.
User and Agent Reporting focuses specifically on team member activity and productivity. It is not the place to look for:
Ad performance (spend, clicks, cost per lead by ad campaign), which lives under Ads Manager's Ad Reporting.
Reputation and review metrics, which live under Review Management.
Deeper attribution (which channels and campaigns are producing your best leads), which is covered in the attribution guides under Essential Guides.
If you need a custom view that combines metrics from several areas of Aesthetix CRM into one board, build a custom dashboard with custom widgets instead of relying on this report alone. Custom dashboards let you pick and arrange the exact metrics you care about, including ones not shown on the standard Agent Reporting screen.
Who counts as an "agent" in this report? Any team member who has leads or patient opportunities assigned to them in your pipeline. This includes front desk staff, patient coordinators, providers, and sales staff, not just outbound sales reps.
Can I see this report for a single team member instead of the whole team? Yes. The report lists metrics broken out by team member, so you can focus on one person's numbers or view the full team side by side.
Does this report include call recordings or transcripts? No. It shows call metrics like number of calls and duration, not recordings or transcripts. Call recordings, where enabled, are managed separately in your phone system.
Why don't a team member's SMS or email stats match what I see in their conversation inbox? The report counts messages tied to opportunities the team member is assigned to. Messages sent outside an opportunity, or from a different assigned user, won't show up under that team member's numbers.
Can I compare this month's performance to last month's? Yes. Choose a date range, then use the comparison option to view it against a prior period so you can see whether a team member's numbers are trending up or down.
Does this replace my custom dashboard? Not necessarily. Agent Reporting is a ready-made view of team productivity. If you want to combine team metrics with other data (like revenue, ad spend, or review volume) on one board, build a custom dashboard with custom widgets instead.
Will reassigning an opportunity change who gets credit for it in the report? Yes. Opportunity stats and communication metrics follow the team member currently assigned to that opportunity, so reassigning a lead moves its activity to the new owner going forward.
Can I use this to identify training needs on my team? Yes, that's one of its most common uses. Low conversion rates, slow follow-up, or low call volume for a specific team member are good starting points for a coaching conversation.
