Reporting Manager Capabilities

Reporting Managers

Once assigned, Reporting Managers have the following capabilities:

1. Can navigate to ‘Program’ section

2. Can view the Qstreams which have been assigned to them

3. Can navigate to ‘Insights’ reports -- Reports in insights will only display Qstream data for those which the RM has been assigned to.

4. Can view the following pages in all Qstreams

   • Basic Data

   • Reports

   • Questions

   • Decks

   • Participants

5. Can view the following pages in Qstreams where the features are enabled

   • Leaderboards

     • Individual

     • Team

   • Teams

6. Can moderate or publish the following in Qstreams where the features are enabled

   • Comments

   • Reviews

Program Managers, Company Owners and Service Agents

1. Can assign any number of Reporting Managers to a Qstream, for all Qstream statuses (Active, Scheduled, Closed)

   • Within Qstream set up

   • In the Program page, for adding reporting managers to multiple Qstreams at a time

2. Can filter for Reporting Managers in a Qstream

   • Reporting Manager column is hidden by default

   • It is recommended to use ‘save view' for each Reporting Manager to navigate quickly to the subset of Qstreams a user is assigned to

3. Can remove Reporting Managers, for all Qstream statuses (Active, Scheduled, Closed)

   • Within Qstream set up

Admin

1. Can view/filter users with Reporting Manager Permissions

2. Can view the Qstreams assigned to a Reporting Manager within the users profile

Company Owners

1. Can view/filter users with Reporting Manager Permissions

2. Can view the Qstreams assigned to a Reporting Manager within the users profile

3. Can remove Qstreams assigned to a Reporting Manager