How do I see and manage reports in Endear?

You can access and create reports about users' performance through Endear's Insight module.

You can find all reports available to you through the Insights module of your account.

 

Insights

Your Insights page is divided into a high-level performance overview at the top, followed by a break-down of various reports: 
  • Pinned: Reports that you have pinned for priority display. These will also appear on your Home screen.
  • Created by Me: All of the reports that you have built and saved.
  • Shared with Me: Reports that have been created by other members of your team or by Endear, accessible by you. You are able to edit these, but any changes made by you will need to be saved as a new report.