Reporting

 

Discussion List

  • Content Library Dashboard – Activity Trends Drill-Down

    I’m submitting this enhancement request on behalf of our strategic client, Deloitte. Request Summary: Enable drill-down functionality in the Content Library Dashboard > Activity Trends tile/graph, so users can click into activity metrics and insights for the following: · New Content Added · Content Reviewed · Content…

  • Ability to send a project status report/summary from the About page to all users

    Customer (Netsmart - 40K ARR reference client) would like ability to have some sort of Project Status Report/summary that they could send on a cadence throughout lifecycle of a project from the Project Dashboard or about page. Would include percent complete, user #'s on questions answered/remaining/etc, stats from…

  • Reporting Reporting tips & tricks thread

    Let’s use this space to swap ideas and hacks for making reporting easier, faster, and more effective. Drop your top tips, tools, or templates below!

  • Enhanced Flag Reporting

    Currently, we are using various flags within our projects to identify information, such as where we have product gaps, where Auto Respond provided an accurate response, where Auto Respond provided an incorrect response, etc. However, we do not have visibility of these different flags within the Project Dashboard; we can…

  • Project Template Reporting

    Our organization has been building project templates as a way to help streamline project onboarding and to help with unsolicited responses. We can see a used count overall under Project Templates for how many times the project is used, but we lack insight into who is using and what they are using it for. I don't know if…

  • Genesys - Custom report to pull Q&A review overdue

    Customer would like to have a downloadable report to fetch data of the Q&A pair which are still pending/overdue review in CCL.

 

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