Reports in Enterpret

This guide covers subscriptions to saved Feeds and Dashboards, including delivery, updates, and troubleshooting. For a new recurring Agent analysis or report, use Scheduled Agent Automations.

How do I set up a daily report for my team?

Follow Scheduled Agent Automations for the maintained setup walkthrough, scheduling controls, permissions, testing, and Slack or email delivery.

Choose a reporting workflow

• New recurring report or summary: use scheduled Agent automations to research feedback and deliver a report to Slack or email.
• One-time analysis or report: start an Enterpret Agent Session and describe the scope, reporting dates, evidence, and output you need.
• Existing saved Feed or Dashboard subscription: use the subscription controls below when you specifically need that Feed's report or a Dashboard snapshot.

Existing Feed and Dashboard subscriptions

The following controls manage saved Feed and Dashboard subscriptions. These subscriptions have their own settings and do not configure a separate scheduled Agent automation.

Use the options shown for your report and destination. Check the displayed timezone and UTC offset when setting a scheduled delivery time.

Subscribe to a Feed

1. Open the Feed and configure the feedback you want to receive, including its filters. If the Feed includes an Ask Agent prompt, review that too; the subscription panel describes a response based on new feedback. Use Ask Agent to edit the prompt.

2. Save the Feed. Save any later changes you want the subscription to use.

3. Open the Feed toolbar's more menu and choose Subscribe, or Edit Subscription for an existing subscription.

4. Configure email recipients, Slack channels, or both in the subscription drawer. Choose the frequency and any delivery-time options shown.

5. Review the destinations and complete the subscription. For an existing subscription, choose Update.

Creating or editing a Feed subscription requires permission to edit that Feed and manage outbound integrations. If the action is unavailable, ask your Enterpret administrator to check your access.

Subscribe to a Dashboard

1. Open a saved Dashboard.

2. Open the Dashboard toolbar’s more menu and choose Subscribe, or Edit Subscription for an existing subscription.

3. Add the email recipients and/or Slack channels. Choose a supported scheduled frequency, then review the date, time, and displayed timezone.

4. Complete the subscription, or choose Update to save changes to an existing one.

Dashboard subscriptions require permission to manage outbound integrations. Dashboard reports do not offer the Feed's real-time frequency.

Deliver reports to Slack

Use the Slack connection in the subscription drawer and authorize the intended workspace when needed. Select the destination channels offered for that connection.

For a private channel, add the app associated with report delivery to the channel in Slack first. Then refresh the channel list in Enterpret when offered and select the channel. Use Search by ID if it is available and the channel is difficult to find. An app installed only for feedback ingestion does not establish report-delivery access.

Choose recipients and channels whose members should see the report's contents. Review the saved Feed or Dashboard and the destinations before activating the subscription.

Update or unsubscribe

Open the saved Feed or Dashboard toolbar’s more menu and choose Edit Subscription. Change recipients, channels, or frequency, then choose Update. Use Unsubscribe to cancel.

Disconnecting Slack from the reporting connection removes subscribed Slack channels from all your reports. Reconnecting does not automatically resume those Slack subscriptions; review and reconfigure them. To stop one report, use its subscription controls.

Troubleshoot delivery

Check the subscription's destinations, frequency, timezone, Slack connection, and the delivery app's channel access. For a missing or repeated report, send Enterpret Support the Feed or Dashboard link and any relevant Slack message links.

For other Slack tasks, see the Slack connection guide. Asking Enterpret questions in Slack and importing Slack conversations as feedback use separate workflows.