The Report Configuration page is where you define the foundational details for your report — including its template, metadata, and section structure. This is the first step when creating any new report in Convogo.

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🆕 Creating a New Report

1. From your Dashboard, click Create Report in the top-right corner.
2. Select a template from the list available to your organization (for example, Individual 360 or Team Assessment).
3. Enter a report name — typically the name of the person or team the report is about.

Once created, you’ll be taken to the Report Configuration page.

🧾 Adding Report Metadata

You can include optional metadata to provide context for the report. These fields are for your reference and to help the AI generate more nuanced analysis later.

Available Fields

• Title: The subject’s role or position (e.g., Director of Marketing).

• Company: The organization associated with the report.

• Internal Report ID: A custom ID for your internal tracking or engagement management systems.

• Additional Report Context:

  Add background information that may help Convogo’s AI better understand the subject.

  Examples:

  • “This assessment follows a recent team reorganization.”
  • “Olivia is preparing for a transition into a senior leadership role.”

💡 Providing relevant context improves AI-generated themes and summaries.

🗂️ Editing Sections and Themes

Below the metadata, you’ll see theme-finding sections inherited from your selected template.