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:

3. Concepts

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

7. Best Practices

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


Revision #5
Created 31 December 2025 04:55:53 by Manjula Jagadish
Updated 9 January 2026 06:05:12 by Manjula Jagadish