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To present the engagement report to your managers, we suggest you use the following text or draw inspiration from it.

Presentation of the Insights Report

How to Download the Insights Report

The Global Insights Report provides a clear and structured overview of the experience within your organization.

Understanding the Global Insights Report

If you want to calculate the average score for a question or remove it from the score calculation, follow these steps.

How to Configure the Score for a Question

Learn how to generate a report for a manager's immediate team to identify priorities within their direct team.

Generate a report for a manager's immediate team

Insights Report

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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