Reporting Access
For a users Teams activity to be included in reports, they must have a paid license. Any user (including users with the free Insights license) with reporting access permission can manage dashboards and generate reports. Users can choose from the default dashboards available, which can be edited, or they can create their own.
All users who do not have reporting access permission can explore the app in demo mode, where dashboards and cards are populated with sample data.
A green tick or check mark for Reporting Access, Admin Access or Subscription, under People or Group settings, means that access is being managed by Group via Group Policy rather than by Individual users. Hover over the green tick to reveal which Group Policies are in play.
People, Teams, Groups and Call Queues
Analytics 365 will import the user's active directory hierarchy from Microsoft 365, which will define their My Reporting Network.
Groups , auto-learned from Microsoft 365, can be reviewed in the Groups section of settings. The search facility enables specific groups to be reviewed. The grid displays Microsoft 365 group names, group types, the number of members in each and whether the group is marked as public or private. Types of groups are: Microsoft 365 groups (e.g. Microsoft Teams), group distribution lists and security groups.
Clicking on Members enables administration and reporting access and subscription type to be managed for individuals or for all members in a group, unless these permissions are being managed by Group Policy.
Groups in Analytics 365 settings are auto-learned from Microsoft 365 administration.
Call Queues (relevant for Teams Calling only) are used to direct incoming phone calls to a group of agents such as a sales or support team. Analytics 365 provides call queue reporting. A Target Answer Time and a Target Return Time (target to return missed calls) can be set against each call queue by clicking on the edit icon.
Additional reporting access can be granted to users by assigning Teams, Groups and Call Queues to users.
Permissions: Reporting Access
People
The list of people auto-populated in Settings can be reviewed using the page scroll bar at the bottom of the screen. The items per page are highlighted as well as the number of items in the list.
A user's My Reporting Network consists of the individual people whose Teams activity a user can report on. By default, all paid subscribers are able to access analytics on their own activity by viewing the My Analytics Default Dashboard. For most people in the organization, their My Reporting Network will consist of just themselves.
A manager's Direct Reports are by default added to their My Reporting Network giving a manager the ability to run reports on the individuals they manage.
A user's My Reporting Network can be extended by an Analytics 365 administrator by adding People, Teams, Groups and Call Queues to their reporting access.
Teams
Having reporting access to Teams enables reports on activity for these Teams. These Teams are included in the Reporting Access: Teams field. To report on individuals within these Teams, these Teams need to be added to the user's My Reporting Network.
To access a team level view of activity within the Team, choose Team as the organization level in filters when creating or editing dashboards. To include activity outside the selected Team of individuals in your My Reporting Network, check the box provided.
Call Queues
Adding Call Queues provides a team level view of activity within the selected Call Queue.
Adding People to a User's My Reporting Network
Adding People, Teams, Groups or Call Queues to a users My Reporting Network enables users to report on individuals who are paid subscribers. This means that reports can be run on all activity for that individual, both within that Team, or outside it.
Content is subject to change without notification. E&OE.
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