Smart Reports use Workleap AI to turn engagement data into clear, easy-to-read summaries. They help managers quickly understand trends, feedback, and team sentiment, without needing to dig through dashboards.
Each report answers the key question: “What is my data saying?” in under a minute. Reports are sent to managers on a regular schedule (weekly, bi-weekly, or monthly) through their preferred channel, such as email or Slack.
What problems do Smart Reports solve?
Engagement data is often scattered across different dashboards, comments, and trends. Managers may not know what to focus on or only log in when something goes wrong.
Smart Reports help by:
Providing clarity on what’s happening with the team.
Summarizing relevant changes and context in one place.
Offering proactive insights without extra digging.
What’s included in a Smart Report?
Each Smart Report follows a simple structure that helps managers go 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.
The report also includes a Take action link that opens a conversation with Workleap AI for deeper insights. If you manage multiple teams, set a preferred team in your profile so Smart Reports can focus on the one that matters most to you.
Why are Smart Reports valuable for managers?
Smart Reports save time and reduce uncertainty. Instead of reviewing dashboards or reading through dozens of comments, managers get curated, story-based summaries with actionable recommendations.
They are especially useful for small and mid-sized teams where managers often wear multiple hats. Reports help managers stay ahead of potential issues and support their teams with confidence.
Who are Smart Reports for?
Smart Reports are designed for people 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.
How are Smart Reports different from dashboards?
Dashboards show the data. Smart Reports explain it.
Unlike dashboards that display raw metrics, Smart Reports interpret the results and provide next steps. Reports are personalized, proactive, and easy to act on. Each one includes a Call to Action (CTA) to continue the conversation with Workleap AI.
You can adjust your report frequency directly from the email or in the Workleap AI widget.