Reports

Understanding how your team learns and engages with your knowledge is essential for building a truly effective Waybook. Reports gives you the complete picture of what's working, where your team needs support, and how you can continuously improve your training and documentation.

Whether you're looking to boost engagement, identify knowledge gaps, or prove the ROI of your knowledge management efforts, Reports provides the insights you need to make informed decisions.

What you'll learn in this article:

Think of your Reports Dashboard as your control room for everything happening in your Waybook. Instead of guessing how your team is engaging with your content or wondering whether your onboarding is effective, you'll have real-time visibility into the metrics that matter.

The dashboard brings together your most important metrics in one place:

And because you can access your saved report breakdowns directly from the dashboard, your frequently-needed insights are always just one click away.

Sometimes you need to go beyond the dashboard's overview and dig into the specifics. That's where report breakdowns come in. They let you zoom in on exactly what you want to analyze, whether that's engagement across your entire knowledge base or the performance of a single learning path.

You can create breakdowns by:

This granularity is invaluable when you're tailoring support, recognizing top performers, or identifying who might need additional help. Want to see how your sales team is progressing through product training? Create a group breakdown. Need to understand which confirmation steps are tripping people up? Break down by all confirmation steps.

The reports you need today are likely the same ones you'll need next week and next month. Rather than rebuilding the same breakdowns repeatedly, Saved Breakdowns creates a personal library of your most valuable reports.

This is especially helpful for recurring check-ins with your team, monthly reviews with leadership, or quarterly performance assessments. Save a breakdown once, and you'll always have immediate access to updated data in that same format. It's a simple feature that saves you meaningful time and ensures consistency in your reporting.

The Progress Matrix transforms what could be an overwhelming amount of individual progress data into a clear, visual overview. You can see at a glance where each team member stands across all the documents they have access to.

This view is particularly powerful for managers and team leads. Instead of checking in with each person individually or trying to piece together progress from multiple reports, you have complete visibility into your team's learning journey. You'll quickly spot who's racing ahead, who might be stuck, and where your onboarding process might have bottlenecks.

It's also incredibly valuable for celebrating wins. When you can see that your entire team has completed a critical training document, or that a new hire is progressing faster than expected, those moments become visible and worth recognizing.

If you have multiple people creating and maintaining content in your Waybook, Creator Insights helps you understand how your knowledge creation is distributed and how efficiently your content workflow is running.

For each creator, you'll see:

This visibility helps you balance workloads more effectively. If one creator owns significantly more content than others, or if someone has a backlog of documents stuck in review, you can intervene before it becomes a problem. You'll also identify your most active contributors - the people who are consistently updating and improving your knowledge base.

Your carefully crafted notifications and learning path assignments only work if they're actually reaching your team. Email Insights gives you visibility into email deliverability across all team members over the last 28 days.

If someone isn't engaging with their assigned content, you can check whether they're even receiving the emails. Deliverability issues can be surprisingly common, whether due to spam filters, incorrect addresses, or email client settings. By catching these problems early, you ensure that lack of engagement isn't simply a technical issue in disguise.

What your team searches for tells you an enormous amount about what they need, what's unclear in your existing content, and where you might have knowledge gaps. Search Insights transforms this search behavior into actionable intelligence.

Search results data includes:

Searches that returned zero results are particularly valuable - they're your team directly telling you what information they need but can't find. Maybe they're searching for a process that's documented under a different name, or maybe it's content you haven't created yet. Top searches show you what's most critical to your team's daily work.

Ask data reveals:

Filtering by poor ratings helps you identify where the AI might be struggling or where your underlying content needs improvement. This feedback loop ensures your knowledge base evolves based on real team needs, not assumptions.

The Audit Log provides a complete, chronological record of every action taken in your Waybook. You can see exactly who did what and when, creating full transparency and accountability across your workspace.

This is valuable for several reasons. If content changes unexpectedly, you can trace exactly what happened and who made the change. For teams with compliance requirements, the audit log provides documentation of all activity. And when troubleshooting issues or understanding how your team works with content, having a detailed timeline makes problem-solving much faster.

It's the kind of feature you might not think about every day, but when you need it, it's invaluable.

Need help getting the most out of Reports? Our support team is here to help you unlock insights and make data-driven decisions about your team's learning.

Whether you're setting up your first report breakdown or need guidance on interpreting your data, we'd love to hear from you. Just reach out to the team, and we'll get you sorted!