Lifecycle Events Report

Overview

The Lifecycle Events report in Staircase AI provides a consolidated view of critical moments across your customer portfolio. CSMs and Admins can use this report to track key milestones, identify at-risk accounts, and prioritize proactive outreach based on real-time signals such as onboarding progress, personnel changes, commercial discussions, and renewal proximity.

The report surfaces events detected by Staircase AI across email, meetings, and other integrated communication channels. Each row in the report represents a single lifecycle event tied to a specific account, showing the account name, tier, renewal date, revenue, owner, event type, and event date at a glance.

Lifecycle Events automatically detect meaningful notifications in customer relationships by analyzing communication data across emails, meetings, tickets, and chats. When Staircase AI identifies a significant shift, such as a spike in negative sentiment, a period of disengagement, or a new stakeholder entering the conversation, it surfaces the event on the account timeline with full context.

For more information on how to configure lifecycle events, refer to the Lifecycle Events article.

Key Capabilities

The Lifecycle Events report provides the following capabilities to support your customer success workflows:

• Monitor lifecycle events across active accounts in a single view
• Filter events by time frame and account status to focus on what matters most
• Identify high-priority signals such as extremely negative messages, commercial discussions, and personnel changes
• Sort and search the event table to quickly surface accounts that require attention
• Access individual account pages directly from the report for deeper investigation

Prerequisites

Before you use the Lifecycle Events report, confirm that the following conditions are met:

• Your organization has connected at least one communication channel (for example, email or calendar integration) so that Staircase AI can detect lifecycle signals.
• You have the Team Member or Manager or Admin role assigned in Staircase AI.

Access the Lifecycle Events Report

To access the Lifecycle Events report:

1. Log in to your Staircase AI account.
2. Select Reports from the left navigation bar. The Reports overview page opens, displaying all available report types.
3. Select Lifecycle Events. The Lifecycle Events report opens and loads all matching records based on the default filters.
   
   
    
4. The Lifecycle Events report appears. You can further add or remove columns using the Select & reorder columns option to tailor the report view as per your needs. For example, Select fields like Signal and Direct quotes from Select & reorder columns to list the signals that contributed to each event and view direct quotes from the communication that triggered the lifecycle event. The Direct quotes field may be empty if no extractable quote is available.
   
   
    
5. (Optional) Select Filter to open the filter panel and apply additional filters to the Lifecycle Events. The report supports the following default filters:
   • Time frame: Last 90 days
   • Account status: Active
     
     
      
6. To save the modified report, click Save. The Create report dialog box appears.
   
   
    
7. Enter a Report name, set privacy and click Save. The report is displayed in the Saved reports section on Reports page.