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Reporting & Analytics

STUB — scaffold only. The packaging summary below is live content; the rest is outline + source pointers, to be filled deliberately (CTO-Connie + CEO).

Purpose (one line): The single home for all Connie reporting — the two tiers, where each surface lives, and a role-based router to the right guide.

Audience / Tier: All audiences · Both tiers (entry point) · Traces to PRD #3 — Admin Logging Dashboard.

Packaging at a glance​

Connie reporting comes in two tiers:

TierWhat it isIncluded?Where you access it
🟦 BasicOperational reporting — Queues Stats, Teams View, native Insights dashboardsIncluded with every Connie accountThe left nav in the Connie UI
🟪 Connie Data Center (Advanced)Outcomes for external audiences — funder / county / impact reports + custom / raw dataPaid upgrade (additional fee)The Connie Data Center destination
Connie Data Center is a paid upgrade

Basic reporting is included with every account. Connie Data Center (Advanced) features require an account upgrade and are gated — on a non-upgraded account they are hidden or shown with an upgrade prompt. See Concepts & Glossary → Basic vs. Connie Data Center (Advanced).

Intended H2 outline​

What Reporting & Analytics Is​

The Two Tiers​

Surfaces Map​

The Core Capability: Drill-Down (KPI → Conversation Segment)​

Real-Time vs Historical / Reports — the Manager Desktop concept (V0.1 baseline)

Which Do I Need? (Role Router)​

Glossary​

See the Concepts & Glossary page for every term used across these guides.

Draws from​

  • Sprint record: vault.connie.one/operations/sprints/S11-260601-Connie-Analytics-Standard-And-Advanced — the two-tier model, surfaces, and everything known about Connie reporting.
  • Original requirements + visuals: Connie Analytics Dashboard-V0.1.md — 5 user stories, 5 screenshots, live sandbox demo reference. Traces to PRD #3 — Admin Logging Dashboard.
  • CACC User Guide → Data & Reporting — real-time vs historical (adhoc) framing, 60-min refresh model, dashboard vs custom reports.
  • Live surfaces: Queues Stats + Teams View (NSS Flex), Flex Insights Analytics Portal (analytics.ytica.com), connie.plus Data Center (connie.plus/data-center).