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Administrators โ€” Basic Reporting

๐Ÿ“ฆ Basic โ€” included with every Connie account. Accessed from the left nav in the Connie UI (Queues Stats, Teams View, native Insights dashboards). For Supervisors & Administrators.

STUB โ€” scaffold only. Outline and source pointers below; prose to follow.

Purpose (one line): How an Administrator provisions native Insights, configures the views/columns supervisors see, manages Insights roles, schedules report emails, and handles per-tenant setup.

Audience / Tier: Administrators ยท ๐ŸŸฆ Basic (included).

See Concepts & Glossary for all metric definitions used below.


Intended H2 outlineโ€‹

Provision Insightsโ€‹

Configure Views & Columnsโ€‹

Configure Service Levels (SLAs)โ€‹

Manage Insights Rolesโ€‹

Schedule Report Emailsโ€‹

Per-Tenant Setupโ€‹


Draws fromโ€‹

  • Sprint record S11-260601 โ€” the flex_insights_hr=null trap, /template-admin vs pipeline safety, Feature Settings changes shipped, curate-not-build, forward-only backfill.
  • Flex Insights API runbook โ€” per-account workspace IDs, where the warehouse lives.
  • CACC โ†’ Data & Reporting โ€” admin reporting tools, dashboard vs custom, KPI alerts.
  • Live surface: /template-admin Feature Settings; CEO Console (Flex โ†’ Insights provision/link).