Reports

Reports provide visibility into user activity, learning progress, and content engagement across modules, pathways, Instant Answers, and Learning of the Day.

• User Management Dashboard Report
• Instant Answers Report
• Learning of the Day Report
• Single Module Completion Report
• User Activity Dashboard
• Modules Completion Report Summary
• Modules Completion Report Detailed
• Single Pathway Completion Report
• Learning Pathway Master Report
• Monthly Activity Report
• Reports Central – Overview & Navigation
• Form Responses Report
• Converse AI Reports

User Management Dashboard Report

1. Overview

The User Management Dashboard Report helps track user onboarding and login progress across the organization. It provides visibility into registered users, login activity, and pending invitations, with separate views for admins and team owners, enabling
effective monitoring and follow-up actions.

2. When to Use

Use the User Management Dashboard Report when you want to:

• Monitor overall user adoption of the platform

• Identify users who are invited but have not logged in

• Track login trends over a selected time period

• Review team-wise or role-wise login performance

• Enable managers, trainers, and mentors to monitor their mapped users

• Take follow-up actions for inactive or non-logged-in users

3. Concepts

• Registered Users
  Users whose accounts are created and are not blocked.

• Logged In Users
  Users who have logged into the platform at least once.

• Not Logged In Users
  Users whose accounts are created but have never logged in.

• Company Tab
  Admin-level view showing organization-wide data.

• Team Tab
  View available for Managers, Trainers, and Mentors to see only their mapped users.

• Invitation Status:

  • Total Invited: Users created in the system

  • Accepted: Users who logged in

  • Not Accepted: Users who have not logged in

4. Set Up Guide

Navigation Path

The User Management Dashboard Report is accessed from the Reports section of the platform.

From the Reports area:

• Navigate to User Management

• Open the User Management Dashboard Report

Based on the logged-in user’s role:

• Admins see the Company tab

• Managers, Trainers, and Mentors see the Team tab

• If an admin is also assigned as a manager, trainer, or mentor, both tabs are visible

The report does not require additional configuration. Access is controlled automatically based on role assignments done under User Setup.

5. User View

The User Management Dashboard Report is displayed based on the user’s role and access level.

• Admins
  Admins can always view the Company tab.
  

• The Company tab shows overall user data for the entire organization, including:

  • Registered users

  • Logged-in users

  • Not logged-in users

  • Timeline-based onboarding trends

  • User status breakdown by Manager, Trainer, and Mentor
    
    

• If an Admin is also assigned as a Manager, Trainer, or Mentor, then:

  • The Team tab will also be visible to that admin.

  • This allows the admin to view team-specific data in addition to company-wide data.
    

• Managers / Trainers / Mentors

  • Can access only the Team tab

  • Can see data only for their mapped users

  • Can download reports for their teams

6. Reporting

The User Management Dashboard Report supports time-based and mapping-based analysis.

Timeline Analysis

Data can be reviewed across predefined timelines such as:

• This week / Last week

• This month / Last month

• This quarter / Last quarter

• Last 6 months

• Last 12 months

• Custom date range
  
  

For the selected timeline, the report shows:

• Total Invited users

• Accepted users

• Not Accepted users

• Corresponding user counts on the dashboard

Not Logged In Users Analysis

Company Tab

• Displays not-logged-in users grouped by:

  • Manager

  • Trainer

  • Mentor
    

• Shows:

  • Total mapped users

  • Number of users who have not logged in
    

• Enables admins to identify ownership gaps and onboarding delays

Team Tab

• • Displays individual user lists
    

  • Shows:

    • User name

    • Invitation date

    • Login status

  • Helps managers, trainers, and mentors take direct follow-up action

7. Best Practices

• Regularly monitor Not Logged In Users to improve adoption

• Ensure users are properly mapped to Managers, Trainers, or Mentors

• Use Custom timeline for audit or review periods

• Encourage managers to review the Team tab frequently

• Follow up early with users who haven’t accepted invites

8. Troubleshooting / FAQs

Q. Why can’t I see the Team tab?
Only users assigned as Manager, Trainer, or Mentor can see it.

Q. Why does the graph show zero values?
No users were invited or logged in during the selected timeline.

Q. Why can’t I see certain users?
Team users see only users mapped to them.

9. Related Links

• Instant Answers Report

• Learning of the Day Report

• Module Completion Reports

• Learning Pathway Reports

• Monthly Activity Report

10. Version Notes

Last Updated: 30 Dec 2025

Instant Answers Report

1. Overview

The Instant Answers Report provides insights into how users interact with Instant Answers channels across the platform. It helps track user engagement by showing the number of queries raised, active users, and usage trends over a selected period.
The report supports both organization-level monitoring and team-level visibility, depending on the user’s role and access.

2. When to Use

Use the Instant Answers Report when you want to:

• Monitor overall adoption of Instant Answers across the organization

• Understand how frequently users are raising queries

• Track active users over time

• Analyze usage trends by channel and time period

• Review engagement at a team level for Managers, Trainers, and Mentors

• Export data for analysis and review

3. Concepts

• Instant Answers Channel
  A configured knowledge channel used by users to raise queries and receive instant responses.

• Active Users
  Users who have raised at least one query during the selected timeline.

• Queries
  Total number of questions raised by users in Instant Answers.

• Average Queries per User
  Average number of queries raised per active user.

• Company Tab
  Organization-wide view available to Admin users.

• Team Tab
  Restricted view available only to Managers, Trainers, and Mentors for their mapped users.

• Attribute Filters
  Filters that allow report data to be refined using user attributes such as designation, department, country, manager, trainer, mentor, etc.

4. Set Up Guide

1. Open the main navigation menu from the homepage.

2. Navigate to the Reports section.

3. Click on Instant Answers Report.
   

4. View the list of all configured Instant Answers channels displayed in the report.
   

5. Select a time range such as:

   • This week

   • Last week

   • This month

   • Last month

   • This quarter

   • Last quarter

   • Last six months

   • Last 12 months
     

6. Review the dashboard data updated based on the selected time range.

7. Click Attribute Filter to refine the report using user attributes such as:

   • Designation

   • Department

   • Country

   • Coach email

   • Trainer email

   • Manager email

   • State

   • City
     

8. Select the required attribute values and apply the filter to update the dashboard.

9. Click Export to download the filtered report as an Excel file.
   

5. User View

Admins can see only the Company tab by default, which displays Instant Answers usage across all users and channels.
If an admin is also assigned as a manager, trainer, or mentor, they can additionally see the Team tab.
Managers, trainers, and mentors see the Team tab, which displays the same report layout but restricted to their mapped users only.

6. Reporting

• The Instant Answers Report displays:

  • User activity across Instant Answers channels

  • Number of queries raised

  • Count of active users

• Data can be filtered by time range and user attributes.

• Reports can be downloaded as Excel files for offline review or sharing.

• The report is accessed via Reports → Instant Answers Report.
  https://converse.bsharpcorp.com/celebrate/instant_answers_report/-1
  

7. Best Practices

• Apply attribute filters to analyze usage by department or role.

• Use longer time ranges (last quarter or last 12 months) for trend analysis.

• Export reports regularly if historical comparison is required.

• Review both query count and active users together to understand true engagement.

8. Related Links / FAQs

• Related: User Management Dashboard Report

• Related: Learning of the Day Report

FAQ
Who can view the Team tab?
Only users assigned as managers, trainers, or mentors can view the Team tab.

9. Version Notes

Last Updated: 31 Dec 2025

Learning of the Day Report

1. Overview

The Learning of the Day Report provides visibility into daily learning participation, knowledge gaps, and knowledge mastery for Learning of the Day topics, with insights available at company, team, and user levels based on access.

2. When to Use

• When you want to understand how users are engaging with Learning of the Day topics.

• When you need to identify knowledge gaps and areas of mastery across learners.

• When managers, trainers, or mentors need visibility into their team’s daily learning trends.

• When individual users want to review their own learning gaps and mastery areas.

3. Concepts

• Time Range Filter: Controls the period for which Learning of the Day data is displayed.

• Topic Selection: Filters the report by a specific Learning of the Day topic.

• User Selection: Allows viewing data for a specific user where applicable.

• Attribute Filter: Narrows data using attributes such as designation, department, country, coach, trainer, manager, state, or city.

• Participation Visualization: Graphical view of Learning of the Day participation trends.

• Knowledge Gaps: Identifies topics where learners show low understanding.

• Knowledge Mastery: Identifies topics where learners show strong understanding.

4. Set Up Guide

1. Open the main navigation menu.

2. Navigate to the Reports section.
   https://converse.bsharpcorp.com/celebrate/user-report-page
   

3. Select Learning of the Day under Reports.
   

4. Choose the required time range from the date filter options, including predefined ranges or Custom dates.
   

5. Select the required topic to view Learning of the Day data for that topic.
   

6. Select a specific user if user-level filtering is required.
   

7. Use Reset to clear all selected filters and attributes.
   

8. Select Attribute Filter and add filters such as designation, department, country, coach, trainer, manager, state, or city.
   

9. Click Apply to update the report based on selected filters.
   

5. User View

Admins can view Company, Team, and User tabs based on access.
Managers, trainers, and mentors can view the Team tab with the same report structure scoped to their assigned users.
End users can view only the User tab, which displays their own Learning of the Day participation, knowledge gaps, and knowledge mastery.

6. Reporting

• Learning of the Day Report: Shows participation trends, top knowledge gaps, top knowledge mastery, and detailed views for each.
  Participation Trends:
  
  
  Top Knowledge Gaps:
  
  Top Knowledge Mastery:
  

• The report is accessible from Reports → Learning of the Day.
  https://converse.bsharpcorp.com/celebrate/lotd-insights
  

• The same report structure is available across Company, Team, and User tabs, with access-based visibility.
  

7. Best Practices

• Use consistent time ranges when comparing participation trends.

• Apply topic filters to focus analysis on specific learning areas.

• Use attribute filters to segment data meaningfully for teams or regions.

• Review both knowledge gaps and mastery sections together for balanced insights.

8. Related Links / FAQs

• Related: User Activity Dashboard
  

• Related: Single Module Completion Report

FAQ:
Who can see the Team tab?
Only users assigned as managers, trainers, or mentors can view the Team tab.

9. Version Notes

Last Updated: 31 Dec 2025

Single Module Completion Report

1. Overview

The Single Module Completion Report provides visibility into how users have engaged with and completed a specific module, including completion status, activity trends, scores, ratings, and learning object–level details, with views available at both company and team levels.

2. When to Use

• When you need to track completion progress for a specific module across users.

• When you want to review learner engagement, scores, or ratings for a single module.

• When managers, trainers, or mentors need visibility into their team’s module completion.

• When detailed user-level completion data is required for audits or follow-ups.

3. Concepts

• Module Selection: Identifies the specific module for which completion data is displayed.

• Date Range: Filters module data based on the selected time period.

• Company View: Displays organization-wide module completion data.

• Team View: Displays module completion data limited to mapped team users.

• Completion Metrics: Summarized indicators such as completion percentage, modules delivered, average score, and ratings.

• Completion Visualization: Graphical representation of active users and completed users.

• User Completion Status: User-level completion details for the selected module.

• Learning Object Report: Item-level completion data for videos, PDFs, quizzes, or other content within the module.

• Attribute Filters: Filters report data using user attributes such as department or manager email.

• Column Selection: Controls which fields appear in the downloaded report.

• Report Sharing: Allows controlled sharing of report access with selected users.

4. Set Up Guide

1. Open the Reports section from the Mega Bar navigation menu.

2. Navigate to the Content section within Reports.
   https://converse.bsharpcorp.com/celebrate/user-report-page
   

3. Select Single Module Completion Report from the list of available reports.
   

4. Choose the required module using the module selection field.
   

5. Select the appropriate date range using the date filter and use Reset if required.
   

   

6. Review the completion data displayed under the Company tab.

7. Switch to the Team tab to view the same report scoped to assigned team users.
   

8. Use Attribute Filter to apply attribute-based filtering if needed.
   

9. Select Selected Columns to customize the fields included in the report output.
   

10. Save column selections and download the report as required.
    

11. Use the Share option to share the report with selected users if access is permitted.
    

5. User View

Users with report access can view module completion summaries, graphical trends, and detailed completion tables. The Company tab is visible to admins, while the Team tab is visible only to users mapped as managers, trainers, or mentors. Users can interact with graphs, view completion status, and access downloadable report data based on permissions.

6. Reporting

• Single Module Completion Report: Displays completion status, activity trends, scores, ratings, and learning object details for a selected module.
  
  

• Learning Object Report: Shows completion data for individual content items such as videos, PDFs, and quizzes within the module.
  

• Reports can be accessed from Reports → Content → Single Module Completion Report.
  https://converse.bsharpcorp.com/celebrate/learning-module-program-page/learning-module-report/-1
  

7. Best Practices

• Select a clear and consistent date range when comparing completion trends.

• Use attribute filters to narrow data to relevant user groups.

• Customize report columns before downloading to avoid unnecessary data.

• Use the Team tab for role-based monitoring rather than company-wide analysis.

8. Related Links / FAQs

• Related: User Journey Report

• Related: Module Completion Report Summary

• FAQ: Who can access the Team tab?

  • Only users assigned as managers, trainers, or mentors can view the Team tab.

9. Version Notes

Last Updated: 31 Dec 2025

User Activity Dashboard

1. Overview

The User Activity Dashboard is a report available under the Reports section that allows administrators to view engagement and learning progress details for a single user over the last six months. It consolidates activity, learning interactions, points earned, module completion, and pathway progress into one dashboard view.

2. When to Use

• When you need to review the learning activity of a specific user over the last six months.

• When you want to understand how actively a user is engaging with different learning features.

• When you need to check module and pathway completion status for an individual user.

• When you want to download user-level learning and activity data.

3. Concepts

• Reports section – The area in Converse where all downloadable and viewable reports are available.

• User selection – A dropdown used to choose a single user whose activity data will be displayed.

• User profile details – Basic information shown for the selected user, including contact and role details.

• Activity overview – A summary of the user’s engagement status over the last six months.

• Activity by feature – A breakdown of interactions across learning features such as modules and daily learning.

• Activity heat map – A visual indicator showing consistency and feature usage intensity over time.

• Points and rewards – A summary of points earned by the user during the last six months.

• Module completion – Details of completed, in-progress, and not completed learning modules.

• Pathway completion – Progress tracking for priority and overall learning pathways assigned to the user.

• Column customization – An option to select which data fields appear in downloadable reports.

• Data download – The ability to export user activity data for offline review.

4. Set Up Guide

1. Click the three-line main menu from the homepage.

2. Click Reports to open the reports landing page.
   https://converse.bsharpcorp.com/celebrate/user-report-page
   

3. Locate the Content section within Reports.
   https://converse.bsharpcorp.com/celebrate/individual_user_reports/489
   

4. Click User Activity Dashboard from the list of available reports.
   

5. On the right side of the screen, click Select a user.
   

6. Choose a single user from the dropdown list.
   

7. View the user’s activity status page that appears automatically after user selection.
   

8. Scroll down to view activity status, feature usage, points, module completion, and pathway completion details.

5. User View

Once a user is selected, the dashboard displays the user’s profile information at the top, including username, email ID, mobile number, first login date, manager, and trainer. Below this, the page shows activity summaries, graphs, tables, and downloadable sections related to the selected user’s learning and engagement.

6. Reporting

User Activity Dashboard

• Displays the user’s activity status for the last six months, indicating whether the user is active or inactive.
  

• Interactions represent the total number of learning tasks completed by the user.

• A task is counted as an interaction when the user completes an action such as:

  • • Completing a module

    • Completing a Learning of the Day (LoTD)

    • Using Instant Answers

  • The interaction count is calculated by adding all completed tasks across features.
    

• Shows a monthly activity indicator highlighting the months in which the user was active.
  

• Displays the most used feature and the user’s last active month.

• Provides an Activity by Feature section showing interactions across Instant Answers, Modules Completed, Modules, and Daily Learning.
  

• Includes an Activity Heat Map that visualizes consistency and feature preference over time.
  

• Shows a Points Journey graph representing total points earned over the last six months.
  

• Displays current total points, highest monthly points, and average monthly points.
  

• Includes a Module Completion section showing published and completed modules using bar or line graphs.
  

• Allows switching between completed and not completed module data.
  
  

• Click See All to open the complete module completion list in a detailed table view.

• Provides a searchable table showing module name, completion date, published date, points, and completion status.
  

• Apply date filters to control the time range of the displayed module data.
  

  

• Use Selected Columns to choose which fields appear in the report.
  

• Download the configured data for offline review or sharing.
  

• Includes a Pathway Completion section showing priority pathways and overall pathways assigned to the user.
  
  

• Allows viewing, filtering, customizing columns, and downloading pathway completion data.

The report can be accessed from Reports → User Activity Dashboard.
https://converse.bsharpcorp.com/celebrate/individual_user_reports/489

7. Best Practices

• Select one user at a time to ensure accurate activity tracking.

• Use graph toggle options to compare trends visually.

• Customize report columns before downloading to avoid unnecessary data.

• Apply date filters to focus on a specific time range when reviewing activity.

8. Related Links / FAQs

Who can access the User Activity Dashboard?
Only administrators can access the User Activity Dashboard. This report is not available to team users.

9. Version Notes

Last Updated: 9 Feb 2026

Modules Completion Report Summary

1. Overview

The Modules Completion Report Summary provides a consolidated view of how users are progressing across different types of modules within the platform. It helps administrators and team-level users understand overall completion trends, user participation, and average completion performance for published modules within a selected time period.

2. When to Use

• When you want to review overall module completion performance across users.

• When you need a summarized view of completion percentages by module type.

• When managers, trainers, or mentors want to track completion status for their mapped users.

• When preparing completion reports for internal reviews or audits.

3. Concepts

• Module Type – The category of learning content such as Learning Module, Video, PDF, or Learnbee.

• Published Date Range – The time period during which the selected modules were published.

• Attribute Filters – User-based filters such as designation, department, country, manager, trainer, or location.

• Completion Distribution – A visual breakdown of users grouped by completion percentage ranges.

• Summary Metrics – High-level statistics including total users, total modules, and average completion percentage.

• User Completion Status – User-level details showing assignment, completion count, and completion percentage.

• Company View – Organization-wide completion data visible to administrators.

• Team View – Completion data limited to users mapped to a manager, trainer, or mentor.

• Report Download – Exportable report data with configurable columns.

4. Set Up Guide

1. Open the Menu Bar and click on Reports.
   https://converse.bsharpcorp.com/celebrate/user-report-page
   

2. Under the Content section, click on Modules Completion Report Summary.
   https://converse.bsharpcorp.com/celebrate/user_completion_report
   

3. Select a value from Select Module Type (All, Learning Module, Video, PDF, Learnbee).
   

4. Choose a value from Modules Published Date (This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Last 6 Months, Last 12 Months, or Custom).
   

5. Click Apply to load the report based on the selected filters.
   

   

6. (Optional) Click Attribute filter to filter data by designation, department, country, coach email, trainer email, manager email, state, or city.
   

7. Select the required attribute values and click Apply to update the report.
   
   

8. Scroll down to view the Modules Completion summary and charts.
   

9. Use Check User Completion Status to view completion details for specific users.
   

10. Click Selected Columns to customize the columns included in the report.

11. Click Download to export the report.
    

5. User View

• Users with admin access can view the Company tab showing completion data for all users.

• Users assigned as manager, trainer, or mentor can view the Team tab showing data only for their mapped users.

• The dashboard displays completion distribution, summary metrics, and user-level completion details.

• Users can visually interpret completion status using pie charts and percentage indicators.

6. Reporting

• Modules Completion Report Summary

  • Displays total users, total modules, and average completion percentage.

  • Shows completion distribution grouped by percentage ranges.

  • Provides user-level completion status with assignment and completion details.

  • Accessible from Reports → Content → Modules Completion Report Summary.
    https://converse.bsharpcorp.com/celebrate/user_completion_report
    

  • Supports report export with customizable columns.

7. Best Practices

• Apply date and module type filters before reviewing completion trends.

• Use attribute filters to analyze performance for specific teams or regions.

• Review user-level completion data to identify users needing follow-up.

• Customize report columns before downloading to keep reports concise.

8. Related Links / FAQs

Q: Who can access the Team tab?
A: Only users mapped as managers, trainers, or mentors can access the Team tab.

Q: Can I download the report for selected users only?
A: Yes, by applying user and attribute filters before downloading.

9. Version Notes

Last Updated: 5 Jan 2026

Modules Completion Report Detailed

1. Overview

The Modules Completion Report Detailed provides a module-level and user-level view of completion activity across selected modules, allowing admins and team-level users to analyze module delivery and completion trends over a defined time period.

2. When to Use

• When you need to review detailed completion data for specific modules

• When you want to track user-level completion status for selected modules

• When managers, trainers, or mentors need visibility into their team’s module completion

• When downloading customized completion reports is required

3. Concepts

• Module selection – Used to choose one or more modules for which completion data is displayed in the report.

• Module created date – Defines the time period during which the selected modules were created.

• Module consumed date – Defines the time period during which users consumed the selected modules.

• Modules completion graph – Displays module delivery and user activity trends for the selected time range.

• User completion status – Shows individual user-level completion details for the selected modules.

• Report download and column customization – Allows selecting required data fields before downloading the report.

• Company tab and Team tab access – Controls whether report data is shown at an organization level or limited to mapped teams.

4. Set Up Guide

1. Open the Menu bar.

2. Click Reports.
   https://converse.bsharpcorp.com/celebrate/user-report-page
   

3. Under Content, click Modules Completion Report Detailed.
   https://converse.bsharpcorp.com/celebrate/modules_completion_report
   

4. Select one or more modules using Select Module.
   

5. Use Select All or Unselect All if required.
   
   

6. Select a value in Select Modules Created.
   (Shows users who completed modules that were created within the selected date range.)
   

7. Select a date range in Select Modules Consumed (This Month, Last Month, This Quarter, Last Quarter, Last 6 months, Last 12 months, or Custom).
   (Select Modules Consumed – Shows user completions based on when modules were consumed during the selected period.)
   
   

8. Click Reset to clear all selected filters if needed.
   

9. (Optional) Click Attribute filter, select attributes such as Designation, Department, Country, Coach Email, Trainer Email, Manager Email, State, or City, and click Apply.
   
   

10. Scroll to view the Modules Completion graph showing active users and modules delivered.
    
    

11. Scroll to Check User Completion Status and select users using Select Users.
    

12. Click Apply to view completion status for selected users.
    

13. Scroll to Download Reports.
    

    

14. Click Selected Columns to customize report fields.
    

15. Click Save changes and then Download to export the report.

5. User View

Users can view a graphical representation of modules delivered and user activity, followed by a table showing individual user completion status, including module name, email ID, and completion status. Download options are available at the bottom of the page.

6. Reporting

• Modules Completion Report Detailed

  • Shows module-wise and user-wise completion data

  • Displays active users and modules delivered through graphs

  • Provides user-level completion status in tabular format

• This report is accessed from Reports → Content → Modules Completion Report Detailed
  https://converse.bsharpcorp.com/celebrate/modules_completion_report
  

7. Best Practices

• Apply date filters before selecting users to reduce data noise

• Use Selected Columns to download only required report fields

• Use Attribute filters for region- or role-specific analysis

• Reset filters before starting a new analysis

8. Related Links / FAQs

Q: Who can access the Team tab?
Only users assigned as Managers, Trainers, or Mentors can access the Team tab.

Q: Is the Team tab different from the Company tab?
The data structure is the same, but Team tab shows only users mapped to the logged-in user.

9. Version Notes

Last Updated: 5 Jan 2026

Single Pathway Completion Report

1. Overview

The Single Pathway Completion Report provides completion details for one selected learning pathway, showing user-wise progress and completion status for each card within the pathway.

2. When to Use

• When you need to review completion status for a specific learning pathway.

• When tracking how users are progressing across cards within a single pathway.

• When managers, trainers, or coaches need visibility into pathway completion for their mapped users.

• When validating overall completion percentages for a single pathway.

3. Concepts

• Single Pathway – One learning pathway selected at a time.

• Company Tab – Shows data for all users (Admin only).

• Team Tab – Shows data for mapped users (Manager/Trainer/Coach).

• Attribute Filter – Filters users by attributes.

• Completion Chart – Shows completed vs not completed users.

• Completion Summary – Displays total users and completion percentage.

• User Completion Table – Shows user-level completion details.

• User Drill-down – Opens individual user journey details.

• Selected Columns – Controls fields in the downloaded report.

• Download Report – Exports pathway completion data.

4. Set Up Guide

1. Open the menu bar and navigate to Reports.
   https://converse.bsharpcorp.com/celebrate/user-report-page
   

2. Go to the Learning Pathway section under Reports.
   

3. Select Single Pathway Completion Report.
   https://converse.bsharpcorp.com/celebrate/pathway_individual_report/0
   

4. Choose one pathway from the pathway selection dropdown.
   

5. Review the pathway details shown on the left side, including the pathway name and number of cards.
   

6. Click Attribute filter to apply attribute-based filtering if required.

7. Select an attribute and value, then click Apply.
   
   

8. Review the updated completion data and charts based on the applied filters.
   
   

9. Use Check User Completion Status to select users by name or search.
   

10. Click Apply to view user-level completion details.
    

11. Click the arrow icon against a user to navigate to the User Journey Report.
    
    

12. Click See All to view completion details for all users.
    
    
    

13. Click Selected Columns to customize report columns.
    
    

14. Click Save changes and then Download to export the report.
    

5. User View

• Admins see the Company tab.

• Managers, Trainers, and Coaches see the Team tab.

• Completion charts and user tables are visible based on access.

6. Reporting

• Single Pathway Completion Report

  • Shows completion status for a selected pathway at user level.

  • Displays completed and not completed users using a pie chart.

  • Provides total users, completed users, not completed users, and overall completion percentage.

  • Allows redirection to User Journey Report for detailed user activity.

  • Accessible from Reports → Learning Pathway → Single Pathway Completion Report.

7. Best Practices

• Select only one pathway, as this report supports single-pathway analysis.

• Apply attribute filters to narrow results to relevant user groups.

• Use user-level completion view for follow-ups and coaching.

• Customize columns before downloading to avoid unnecessary data.

8. Related Links / FAQs

• What happens when I click the arrow icon next to a user?
  It redirects to the User Journey Report for that user.

• Why can I select only one pathway?
  This report is designed for individual pathway analysis.

9. Version Notes

Last Updated: 6 Jan 2026

Learning Pathway Master Report

1. Overview

The Learning Pathway Master Report provides a consolidated view of pathway performance across the organization. It helps track completion status, compare pathway types (Normal and Mandatory), and analyze learning progress using filters and summary insights.

2. When to Use

• When tracking completion status of all learning pathways
• When monitoring Mandatory vs Normal pathway performance
• When reviewing recent pathway trends based on time period
• When analyzing completion across teams or attributes

3. Concepts

• Pathway Created Date – Filters pathways based on when they were created in the system.

• Custom Date Range – Allows selecting a specific start and end date for analysis.

• Pathway Type (Normal / Mandatory) – Defines whether the pathway is a regular learning pathway or a mandatory one that must be completed within a set timeline.

• Attribute Filter – Narrows report data using user attributes like department or location.

• Company Tab – Displays pathway completion data for all users in the organization.

• Team Tab – Displays pathway completion data only for users mapped to the manager, trainer, or mentor.

• Last 10 Pathways – Shows completion status of the most recently published pathways.

• Average Completion % – Indicates the overall average completion percentage across pathways.

• Top 5 Priority Pathways – Highlights completion status of pathways marked as top priorities.

• Pathway Completion Status – Shows completion percentage for each pathway.

• Pathway Drill-down – Allows navigation to the individual pathway completion report.

• See All – Opens a detailed view of all pathway records.

• Download Report – Exports pathway completion data for offline review.

4. Set Up Guide

1. Open Menu and navigate to Reports.
   https://converse.bsharpcorp.com/celebrate/user-report-page
   

2. Under Learning Pathway, select Learning Pathway Master Report.
   https://converse.bsharpcorp.com/celebrate/pathway_master_report
   

3. Select Pathway Created Date

   Choose predefined range OR custom date

   
   

4. Select Pathway Type

   • Normal
   • Mandatory

   
   

   

   
   

5. Click Attribute Filter (optional)

   • Select attribute (Department, Role, etc.)
   • Select values
   • Click Apply

   
   
   

6. Click Apply to load the filtered report data.
   

7. Review the dashboard summary, including average completion percentage and recent pathway completion trends.
   

8. View the last 10 published pathways and their completion percentages displayed on the dashboard.
   
   

9. Review priority pathway completion status shown for the top priority pathways.
   
   

10. In Check Pathway Completion Status, select a Pathway to view its completion details.
    

11. Use the Search option to find a specific pathway (reset filters before searching if required).
    

12. Click the arrow icon next to a pathway to open the Single Pathway Completion Report.
    

13. Use See All to view all pathway details.
    
    

14. Click Download to export the report.
    

5. User View

Admins can view all pathways and completion data in the Company tab.
Managers, Trainers, and Mentors can view only their mapped users’ pathway data in the Team tab.
Completion charts, percentages, and summaries are visible based on access level.

6. Reporting

• Tracks pathway performance using Pathway Master Report
• Supports Normal & Mandatory Pathway filtering
• Displays pathway-wise completion percentages

• Shows average completion across all pathways

• Highlights priority pathway performance

• Supports drill-down to individual pathway reports

7. Best Practices

• Use date filters to analyze relevant time periods

• Apply attributes to focus on specific user groups

• Regularly monitor priority pathway completion

• Use drill-down reports for deeper analysis

8. Related Links / FAQs

Can I see user-level completion here?
No, this report shows pathway-level summary data.

Why is some data not visible to me?
Visibility depends on Company or Team tab access.

9. Version Notes

Last Updated: 25 Mar 2026

Monthly Activity Report

1. Overview

The Monthly Activity Report provides a consolidated view of user engagement across the platform. It displays activity trends, feature usage, completion metrics, inactive users, publishing trends, and leaderboards using visual dashboards and summary cards.

2. When to Use

• When you want to review overall engagement across the organization.

• When analyzing feature usage trends such as Instant Answers, Daily Learning, and Content.

• When tracking module and pathway completion trends.

• When identifying inactive users or reviewing monthly leaderboard performance.

3. Concepts

• Company Tab – Displays activity data for the entire organization.

• Team Tab – Displays activity data limited to users mapped to the viewer.

• Active Users Trend – Shows monthly active and inactive user comparison.

• Feature Activity Heat Map – Displays usage intensity across features.

• Total Interactions Trend – Shows total completed interactions across features.

• Inactive Users Exploration – Displays inactive user distribution and detailed list.

• Modules Completion – Shows number of users completed and modules delivered.

• Pathways Completion – Displays pathway delivery and completion trends.

• Instant Answers Activity – Shows query count and active users.

• Learning of the Day Participation – Displays participation trends.

• Content Published – Last 6 Months – Shows content publishing trends and calendar view.

• Monthly Leaderboards – Displays top participants based on different metrics.

4. Set Up Guide

1. Click the three-line Menu from the homepage.
   

2. Click Reports.
   

   

3. Select Monthly Activity Report.
   

4. The report opens with two tabs: Company and Team.

5. Select the appropriate tab based on your access level.

6. Review the Active Users Trend section to see monthly active and inactive users.
   

7. Review the Feature Activity Heat Map to analyze usage intensity for:

   • Instant Answers

   • Daily Learning

   • Content
     

8. Scroll to Total Interactions Trend to view interaction breakdown across features.

9. Review the summary cards for:

   • Instant Answers

   • Daily Learning

   • Content
     

10. Scroll to Inactive Users Exploration to:

    • Select the month

    • Choose grouping criteria (e.g., State)

    • View distribution chart

    • View inactive users list

    • Use Download All Inactive Users if required.
      

11. Review Modules Completion to compare Active Users and Modules Delivered.
    

12. Review Pathways Completion to track pathway activity trends.
    

13. Review Instant Answers Activity to analyze queries and active users.
    

14. Review Learning of the Day Participation for participation trends.
    

15. Review Content Published – Last 6 Months and use the calendar view to identify publishing dates.
    

16. Scroll to Monthly Leaderboards to view:

    • Top 5 Active Participants

    • Top 5 Points Gained

    • Most Curious Participants
      

    • Most Consistent Participants

    • Maximum Content Coverage
      

5. User View

• Admins can access the report under the Company tab, showing complete organizational data.
  

  

• Managers, Trainers, and Coaches can access the report under the Team tab, showing only users mapped to them.

• The report is presented entirely through visual dashboards including:

  • Bar charts

  • Line graphs

  • Heat maps

  • Summary metric cards

  • Pie charts

  • Calendar indicators

  • Leaderboard tables

6. Reporting

The Monthly Activity Report provides visual dashboards summarizing engagement trends.

• Active Users Trend – Displays monthly comparison of active and inactive users.

• Feature Activity Heat Map – Shows feature usage intensity across Instant Answers, Daily Learning, and Content.

• Total Interactions Trend – Displays total completed interactions across features by month.

• Inactive Users Exploration – Shows inactive user distribution and a detailed inactive users list.

• Modules Completion – Displays active users and modules delivered over time.

• Pathways Completion – Shows active users and pathways delivered trends.

• Instant Answers Activity – Displays number of queries and active users.

• Learning of the Day Participation – Shows user participation trends over time.

• Content Published – Last 6 Months – Displays publishing trends with a calendar view.

• Monthly Leaderboards – Displays top participants based on interactions, points, curiosity, consistency, and content coverage.

The report can be accessed from:
Menu → Reports → Monthly Activity Report
https://converse.bsharpcorp.com/celebrate/monthly_activity_report

Full report download is not available. Export options may be available within specific sections.

7. Best Practices

• Review multiple sections together for better insight correlation.

• Monitor inactive users regularly for follow-up actions.

• Use leaderboard data for performance recognition.

• Validate content publishing using the calendar indicators.

• Compare feature usage patterns across months.

8. Related Links / FAQs

Q: What does the orange dot in the calendar indicate?
A: The orange dot indicates that content was created on that specific date.

Q: What is the difference between Company and Team tabs?
A: The Company tab shows organization-wide data. The Team tab shows data limited to users mapped to the viewer.

9. Version Notes

Last Updated: 11 Feb 2026

Reports Central – Overview & Navigation

1. Overview

Reports Central is a single page that lists and organizes all available reports in Bsharp Converse, allowing users to quickly navigate to detailed reporting pages based on content, learning pathways, activity, and user engagement.

2. When to Use

• When you want to view learning, content, or engagement reports from one place

• When you need to navigate to a specific report without searching through menus

• When you want to understand which reports are available based on your role

• When you want quick access to summary or detailed report pages

3. Concepts

• Reports Central Page – The main landing page that displays all report categories

• Report Categories – Logical grouping of reports such as Content, Learning Pathway, and Monthly Activity

• Report Cards – Clickable entries that open individual report pages

• Role-Based Access – Visibility of reports and tabs based on user permissions

4. Set Up Guide

1. Open the main menu.

2. Click on Reports.

3. View the Reports Central page.
   https://converse.bsharpcorp.com/celebrate/user-report-page
   

4. Identify the required report category (for example, Content, Learning Pathway, or Monthly Activity).
   

5. Select the relevant report card.

6. Open the selected report’s detailed page.

7. View report data based on available filters and dashboards.

8. Use report-specific options such as filters or date ranges if available.

9. Review charts, graphs, and summary cards shown on the report page.

10. View report data based on your access level:

• Admins see only the Company tab with organization-wide data.

• Managers, Trainers, and Coaches see the Team tab, which shows the same dashboards but limited to users mapped to them.

5. User View

Users see a categorized list of report cards on the Reports Central page, each showing a short description of the report and opening a detailed reporting view when selected.

6. Reporting

Reports available in Reports Central include:

• User Management Dashboard – View and manage users, roles, and permissions.
  https://converse.bsharpcorp.com/celebrate/user_management_dashboard
  

• Instant Answers Report – Tracks user queries, activity levels, and engagement across Instant Answers channels.
  https://converse.bsharpcorp.com/celebrate/instant_answers_report/-1
  

• Learning of the Day Report – Tracks daily learner engagement over a selected period.
  https://converse.bsharpcorp.com/celebrate/lotd-insights
  

• User Journey Report – Shows learning and completion details for a single user.
  https://converse.bsharpcorp.com/celebrate/individual_user_reports/21273
  

• Single Module Completion Report – Shows completion, scores, ratings, and user activity for a selected module.
  https://converse.bsharpcorp.com/celebrate/learning-module-program-page/learning-module-report/-1
  

• Modules Completion Report Summary – Displays user-wise module completion percentages by type and creation date.
  https://converse.bsharpcorp.com/celebrate/user_completion_report
  

• Modules Completion Report Detailed – Provides detailed completion data for selected modules.
  https://converse.bsharpcorp.com/celebrate/modules_completion_report
  

• Single Pathway Completion Report – Shows user completion status for a single learning pathway.
  https://converse.bsharpcorp.com/celebrate/pathway_individual_report/0
  

• Pathway Master Report – Summarizes completion status across all learning pathways.
  https://converse.bsharpcorp.com/celebrate/pathway_master_report
  

• Monthly Activity Report – Displays monthly engagement across modules, pathways, instant answers, and LOTD.
  https://converse.bsharpcorp.com/celebrate/monthly_activity_report
  

7. Best Practices

• Use Reports Central as the first step before accessing any detailed report

• Choose the correct report based on whether you need summary or detailed data

• Verify your role-based access to understand whether Company or Team data is shown

8. Related Links / FAQs

• User Management Dashboard Report

• Instant Answers Report

• Learning of the Day Report

• Single Module Completion Report

• User Journey Report
  

• Modules Completion Report Summary

• Modules Completion Report Detailed

• Single Pathway Completion Report

• Pathway Master Report

• Monthly Activity Report

Q: Can all users see all reports?
A: No. Report visibility and tabs depend on the user’s role and assigned permissions.

9. Version Notes

Last Updated: 7 Jan 2026

Form Responses Report

1. Overview

Form Reports in Bsharp Converse allow administrators and authorized users to view, analyze, and download responses submitted for published forms. Reports provide visibility into user participation, submission trends, question-level responses, and media collected through forms.

2. When to Use

Use this when:

• You want to view responses submitted for a published form.

• You need to analyze form data by date range, user, or attributes.

• You want to download responses or media collected through a form.

• You need to monitor form usage at company or team level.

3. Concepts

• Form Reports – The reporting view that displays response data for a selected form.

• Company Tab – Shows reports across the organization and is accessible to administrators.

• Team Tab – Shows reports for assigned teams and is accessible to users with team-level permissions.

• Filters – Options used to narrow report data by time range, user, or attributes.

• Question-level Data – Response data displayed for individual questions within a form.

4. Set Up Guide

1. Open the Forms section.

2. Select a published form from the form list.
   

3. Navigate to the Manage page of the form.

4. Click Reports.
   

5. The Form Report page opens.
   

Filter report data

6. Select a Time Range to filter responses.

7. Select a User to view responses for a specific user.

8. Click Reset to clear applied filters.

9. Use Attribute Filter to filter responses based on assigned attributes.
   

View report data

10. View submission trends displayed in the report graph.

11. Review Active Users and Submissions count.
    

12. Select a Question to view question-specific response data.
    

Download report data

13. Use Media Wall to view image-based responses.

14. Click Download Images to download uploaded images.

15. Use Download to export responses in available formats such as CSV or Excel.
    

5. User View

Form Reports are visible only to users with appropriate access. Administrators can view reports across the company, while team-level users can view reports limited to their assigned teams.

6. Reporting

• Reports are available only after a form is published.

• Company tab is accessible to administrators.

• Team tab is accessible to users with team-level roles such as managers or trainers.

• Reports reflect real-time data as users submit responses.

7. Best Practices

• Apply filters to narrow down large data sets.

• Use question-level filtering to analyze specific responses.

• Download data periodically for offline analysis.

• Use Media Wall for reviewing image-based submissions.

• Ensure users are assigned before expecting report data.

8. Version Notes

Last Updated: 14 Jan 2026

Converse AI Reports

1. Overview

Converse AI Reports is a reporting interface within Bsharp Converse that allows administrators to generate reports by asking questions in natural language. It presents results in multiple formats such as text, tables, KPIs, charts, and dashboards, enabling quick access to learning and activity data through a conversational interface.

2. When to Use

• When you want to generate reports without manually configuring report fields.

• When you need quick insights into users, modules, completions, points, or learning activity.

• When you want to visualize report data using tables, charts, or KPI widgets.

• When you want to save frequently used reports as dashboards for reuse.

3. Concepts

• Generate reports with AI (Beta) – Entry point under Reports to access the AI reporting interface.

• Natural-language query – A plain English question used to request report data.

• Response types – Output formats such as text, table, KPI, or chart.

• Table controls – Options to manage rows displayed and export data.

• Dashboards – Saved collections of report widgets.

• Widgets – Individual report outputs added to dashboards.

• Report Builder – A visual interface for building structured reports using fields and filters.

• Connection status – Indicator showing whether the reporting backend is connected.

4. Set Up Guide

1. Click the three-line main menu from the homepage.

2. Click Reports to open the Reports landing page.

3. Under Learning Metrics, click Generate reports with AI (Beta).
   https://converse.bsharpcorp.com/celebrate/user-report-page
   

4. The Converse AI Reports (Beta) page opens with a chat-style interface.
   

5. Review the header section, which displays My Dashboards, Report Builder, and the Connection status indicator.
   

6. Locate the input field labeled “Ask me about your data…” at the bottom of the screen.
   

7. Type a natural-language question describing the report you want to generate.

   • Example: Top 20 users based on modules completion points

8. Press Enter or click the Send button to submit the query.
   

9. View the response generated by the system in the chat area.
   

10. If the response appears as a table, use the Rows dropdown to change the number of rows displayed.
    

11. Click Export to download the full dataset as a CSV file, if required.
    

12. Click the + Add to Dashboard icon on the result to save the output as a dashboard widget.

13. In the Add to Dashboard window, enter a Widget Title, select an existing dashboard or choose Create new dashboard…, and click Save.
    

14. To build a structured report visually, click Report Builder from the header.

15. In Report Builder, enter a report description and click Analyze Intent to load relevant fields.

16. Review and adjust Selected Columns, Report Context (Mega Filter), Additional Filters, and Sort By options.
    

17. Click Generate Report to return the result to the chat view.
    

5. User View

Users see a chat-based interface where their questions appear on the right side and system responses appear on the left. Responses may be displayed as text, tables, KPI cards, or charts. Each response includes timestamps and interaction controls such as export or add-to-dashboard options, depending on the output type.

6. Reporting

Converse AI Reports provides multiple reporting outputs based on the type of question asked.

Report Output Types

• Text Response
  Displays conversational explanations for descriptive or summary queries.

• Table
  Shows structured data in rows and columns.

  • Includes a results count and response time.

  • Supports row size selection using the Rows dropdown.

  • Allows exporting the complete dataset using Export (CSV).

• KPI Widget
  Displays a single metric as a numeric value with a label.

• Multi-KPI View
  Displays multiple related metrics as a group of KPI cards.

• Charts
  Visualizes trends or breakdowns using Bar, Pie, Line, or Doughnut charts.

  • Chart types can be switched using toggle buttons.

  • Tooltips appear on hover to show values and context.

  • Legends and axes are displayed where applicable.

• Aggregation Cards
  Summarize grouped data with supporting visuals and record counts.

Dashboard Reporting

• Any table, chart, or KPI output can be saved as a widget using the + Add to Dashboard option.

• Widgets can be added to an existing dashboard or saved to a new dashboard.

• Saved dashboards are accessed from My Dashboards.

• Inside a dashboard, widgets can be refreshed, downloaded, repositioned, or resized.

• Table widgets within dashboards support pagination, page size selection, and CSV downloads.

Data Export

• Table results in the chat view can be exported using Export.

• Dashboard widgets include a Download option where applicable.

• Exports always include the full dataset, not just visible rows.

7. Best Practices

• Use clear and specific natural-language questions for better results.

• Review response formats to choose the most suitable visualization.

• Save frequently used reports as dashboards for quicker access.

• Refresh dashboard widgets to ensure updated data is displayed.

8. Related Links / FAQs

Can I export data from Converse AI Reports?
Yes. Table results and dashboard widgets include an option to download data as CSV files.

What does the connection status indicate?
The connection status shows whether the reporting backend is reachable. Queries may fail if the status is disconnected.

9. Version Notes

Last Updated: 10 Feb 2026