Reporting
The Reporting group in the Agentic Transformation Platform (ATP) sidebar holds 3 assessment pages. Each page is run by the same agent, Wendy (reporting agent). Use this page to choose the right assessment and prepare the evidence it asks for.
Before you start
- Every page in this group uses the same assessment workspace. To learn how to upload evidence, run an analysis and ask follow-up questions, read Run an assessment.
- Upload metadata and exports only. Each page's Instructions panel says what not to upload.
Open a page in this group
- In ATP, open the menu at the left of the navigation bar.
- Expand Reporting.
- Select the page you need.
When a page from this group is open, the navigation bar shows the group's pages as tabs, so you can move between them. Pages that don't fit are under More.
Pages in this group
| Page | What it covers |
|---|---|
| Dashboarding / Insights | Analytics dashboards and business insights. |
| SLA / OLA Reporting | Service level agreement and operational reporting. |
| Event, Incident, & Problem Reporting | Incident tracking and problem management reports. |
Dashboarding and insights
Select Dashboarding / Insights to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Wendy. The sidebar describes it as: Analytics dashboards and business insights.
The Instructions panel is titled How to Generate Your Dashboarding & Insights Assessment. It says:
To generate your dashboarding and insights assessment, Wendy only needs metadata (dashboard metadata and usage patterns) — not business data. Upload raw exports from your BI tools or reporting systems, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Dashboard Inventory: Platform names, refresh schedules, stakeholder ownership, dashboard settings, and data source mappings.
- Data Analytics: Data quality audit metrics, active user counts, dashboard drill-down configurations, and business segment data.
- Data Quality Metrics: Service quality metrics, SLA attainment data, data freshness indicators, and quality assurance findings.
- User Engagement Metrics: Dashboard view counts, session data, last-access timestamps, and usage counts by department.
- Stakeholder Feedback: User satisfaction scores, dashboard helpfulness ratings, feature requests, and adoption metrics.
The panel also shows this note:
Important: Do not upload customer data, PII, or sensitive records — Wendy analyzes dashboard structures and usage patterns, not customer content.
SLA and OLA reporting
Select SLA / OLA Reporting to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Wendy. The sidebar describes it as: Service level agreement and operational reporting.
The Instructions panel is titled How to Generate Your SLA/OLA Reporting Assessment. It says:
To generate your SLA/OLA reporting assessment, Wendy only needs SLA metrics and agreement definitions — not business data. Upload raw exports from your ITSM or monitoring systems, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- SLA/OLA Definitions: Service names, SLA targets, measurement periods, and SLA/OLA agreement documentation.
- SLA Performance Data: SLA attainment records, breach incidents with categories, violation trend data, and resolution time records.
- Incident & Service Data: Incident volumes, priority distributions, resolution timelines, and service restoration records.
- SLA Dependencies: Internal service dependencies, external vendor SLAs, operations team handoff records, and escalation paths.
- Standards Reports: Executive reporting templates, management reports, trend dashboards, and compliance reporting structures.
The panel also shows this note:
Important: Do not upload customer data, PII, or sensitive records — Wendy analyzes SLA metrics and agreement structures, not customer content.
Event, incident and problem reporting
Select Event, Incident, & Problem Reporting to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Wendy. The sidebar describes it as: Incident tracking and problem management reports.
The Instructions panel is titled How to Generate Your Event/Incident/Problem Reporting Assessment. It says:
To generate your event, incident, and problem reporting assessment, Wendy only needs incident records and correlation patterns — not business data. Upload raw exports from your ITSM or monitoring systems, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Incident Records: All incidents or major incident records with timestamps, priority, assignment groups, and resolution details.
- Event Data: Monitoring events, alert logs, correlation data, MTBF/MTTR data, and event-to-incident mappings.
- Problem Records: Problem tickets, root cause analysis reports, known error database entries, and problem resolution data.
- Trend Analysis: Recurring incident patterns, problem frequency data, chronic issue records, and trend reporting outputs.
- Reporting Structures: Executive reporting templates, incident dashboards, problem management reports, and performance review outputs.
The panel also shows this note:
Important: Do not upload customer data, PII, or sensitive records — Wendy analyzes incident tracking and problem management patterns, not customer content.