AI Insights and Summary Reports on the Engagement Dashboard

In this article:

• Overview
• How to get insights on a single metric
• How to generate a summary report
• How to paste the report with its formatting
• What the AI will and will not say
• Things to keep in mind
• FAQs
• Who can do this

Overview

The Engagement Dashboard shows you what moved. The two AI actions on it help you explain why it might have moved, and write it up. Insights answers a question about one card, reading it against everything else on the page. Generate summary report drafts the whole period as a written update you can paste into a leadership or board document.

Both use the figures already on your screen. The AI is given the dashboard's own computed numbers and told to use them exactly as they are, so what it says can never disagree with what you are looking at.

How to get insights on a single metric

1. Open the Engagement tab and set the date range and any Team filter you want.
2. On the card you are curious about, click Insights in the bottom-right corner.
3. The AI Assistant panel opens and asks about that metric for your period. The answer streams in.
4. Carry on the conversation in the panel if you want to dig further, for example asking which Teams drove a change or who is overdue.

Although you click Insights on one card, the AI receives the whole dashboard: the period, the comparison window, your filter, every metric with its trend, the funnel and the top content list. That is deliberate, because the useful observations are relational. "Assignments rose 38% while participation moved four points" says something that neither card says alone.

How to generate a summary report

1. Set the date range and Team filter you want the report to cover.
2. Click Generate summary report at the right-hand end of the context strip.
3. The AI Assistant panel opens and drafts the report.

The report follows a fixed shape so it reads the same way every month:

• A line marking it a draft for review, then a one-line scope statement: the period, the comparison window, the filter and population, and the time zone.
• Headline figures: participation and estimated hours, each with its previous value.
• Activity: active users, completions and new assignments, each against the previous period.
• Progress on learning assigned this period: the funnel stages, noting that recently assigned items have had little time to progress.
• Overdue: your total exposure and the within-period figure, with the number of people affected.
• Top learning content, where present.
• Notes: mechanical observations and caveats.

How to paste the report with its formatting

Click the copy icon in the footer of the AI's reply, then paste into your document. The report arrives with its headings and bullets intact, so it lands formatted in Google Docs, Word, Notion or an email rather than as a wall of plain text.

The report refers to SuperPath generically as "the platform" and never by brand name, so it is safe to share under your own branding or a partner's.

What the AI will and will not say

The same rules apply to both actions, and they exist so the output stays trustworthy:

• It uses the dashboard's figures exactly. It will not recalculate them or quote a different number for the same metric. It can still use its other tools for follow-up questions that go beyond the dashboard, such as which Teams drove a change.
• It does not give verdicts. SuperPath has no targets or benchmarks, so the AI will not call a movement good, bad, healthy or concerning. It describes what moved, by how much, and what that may indicate mechanically. This is the same principle as the dashboard's neutral delta chips.
• It flags unreliable comparisons plainly. If your period includes today, covers only a few days, or your filter resolves to a small group, it says so and treats the change as directional.
• It keeps "estimated" attached to hours, because learning hours are modelled from recorded durations rather than measured time.
• It says when nothing much happened. A quiet period gets an honest "nothing notable moved", not a manufactured story.
• It will not turn learning data into a judgement about a person. Reporting who is behind on their learning is fine. Recommendations about someone's performance or employment are out of scope by design.

On the Team view, every figure covers only the people who report to you, and the AI is told so. It will speak about "your team" rather than the organisation, and will say plainly that it can only see your reports if you ask how the company as a whole is doing.

Things to keep in mind

• Nothing is saved. The report and the insights live in the conversation. There is no report to edit later, which is why copying it out is the intended finish.
• Both actions count towards your organisation's daily AI message allowance, the same as any other AI Assistant conversation.
• Change the range or the Team filter and generate again to get a report for the new view. The AI reads whatever is on screen when you click.
• Always read the draft before you send it on. It is a first draft of a document about your organisation, and the opening line says so.
• If the AI Assistant is switched off for your organisation, neither the Insights buttons nor Generate summary report appear anywhere on the dashboard. There is no disabled button to click, so an organisation that has opted out of AI sees no AI at all.

FAQs

Where do the numbers in the report come from?
Straight from the dashboard. The AI is handed the computed figures and instructed to use them verbatim, so the report and the screen always agree.

Can I edit the report before sharing it?
Yes, once you have pasted it into your own document. There is nothing to edit inside SuperPath, because the report is not stored.

Why will it not tell me whether our engagement is good?
Because SuperPath has no benchmark to judge it against, and what counts as healthy differs by organisation, industry and season. The AI gives you the movement and the mechanics so you can apply your own context.

Can I ask follow-up questions?
Yes. The panel is a normal AI Assistant conversation. Follow-ups can go beyond the dashboard, for example asking which Teams contributed most to a change.

Why can I not see the Insights buttons?
Either the AI Assistant is switched off for your organisation, or its access level is set to Admins only and you are a Manager. Both are settings on Settings → Features.

Who can do this

Both actions appear only when the AI Assistant is enabled for your organisation, and only for roles within its configured access level. By default that level is Admins, so Owners and Admins see Insights and Generate summary report. If your organisation sets the access level to include managers, Managers and People Managers see them too, which is what makes them useful on the Team view. Content Managers, Instructors, Employees and Restricted users never see them. These controls sit on Settings → Features, and a white-label partner can switch the AI Assistant off for all of its accounts.

Updated on: 16/09/2026