On the Insights page in Dialog, you can find various reports and overviews with data about how Dialog is used within your organisation. There are two ways to share this information:
• by assigning a role
• by exporting an overview to CSV/Excel
Assign a role to view reports
Within Dialog, we have the roles ‘View reports’ and ‘View reports (subordinate teams)’ available. These roles grant a user access to the ‘Insight’ tab, enabling them to view reports. Find out here how to assign roles to a user.
• With View reports, the user can see reports and overviews for that team on the Insights page.
• With View reports (underlying teams), the user can see reports and overviews for that team and its underlying teams.
If you want to give a user access to reports for the entire organisation, assign the role View reports (underlying teams) to the highest organisational team.
Do you want to read more about the different roles you can assign in Dialog? Click below the 'Management' and 'Roles' tab on 'Overview'. Here you see a description of all available roles in Dialog.
Export overviews to Excel
You can also export overviews. Go to the overview you want to export and click Export as CSV.
Now a CSV file of the overview will be downloaded.