Workleap AI-powered smart reports turn engagement data into clear, easy-to-read summaries. They help managers quickly understand trends, feedback, and team sentiment, without needing to dig through multiple dashboards and reports.
Who can access smart reports?
Smart reports are automatically sent to Executives and Team Managers through their preferred notification method (i.e., email or Slack).
Note: To receive smart reports, your organization must have Workleap AI enabled.
Smart report types
Engagement smart report
The engagement smart report compiles engagement scores, feedback, and related signals into a summary that covers what changed, why it matters, and what to do next.
Based on:
Pulse Survey engagement scores (including eNPS).
Feedback smart report
The feedback smart report surfaces key themes and insights from their employees' feedback to help them respond and take action.
Based on:
Workleap AI insight: All smart reports are an excellent bridge to dialoguing with the Workleap AI assistant. Try asking Workleap AI for tips on understanding your data and taking action.
Can I customize smart reports?
Yes. Smart report notifications include a link to manage smart report frequency (bi-weekly or monthly) or unsubscribe.
You can also manage smart reports by selecting the smart reports icon in the Workleap AI assistant.
How can smart reports help me?
Smart reports answer the key question, “What is my data saying?”
Smart reports help Executives and Team Managers by:
Providing clarity on what’s happening with their organization or team.
Summarizing relevant changes and context in one place.
Offering proactive insights and suggested actions based on your organization's data.
Smart report structure
Smart reports follow a simple structure that takes you from insight to action quickly:
What changed: A summary of key shifts in engagement or related metrics.
Why it matters: Context drawn from benchmarks and expertise.
What to do next: Clear, practical suggestions for moving forward.
Smart reports also include a Take action link that opens a conversation with Workleap AI for deeper insights. If you manage multiple teams, you can set a preferred team in your profile.
Team Manager value
Instead of reviewing dashboards or reading through dozens of comments, smart reports give Team Managers curated summaries and actionable recommendations.
Smart reports are perfect for Team Managers who:
Need fast, personalized insights.
Feel overwhelmed by raw engagement data.
Want support without depending entirely on HR teams.
Don’t always have time to analyze trends manually.