Upcoming changes unify the experience for business leaders and analysts
Copilot Analytics helps customers measure AI to drive usage and business impact. In fact, customers using the Copilot Dashboard have increased Copilot usage more than twice as much as those who have not 1.What gets measured, gets managed, and we’re seeing this come to life with Copilot Analytics.
Reports focused on AI strategy, adoption and business impact can be found in the Copilot Dashboard and in Viva Insights, while operational reports for IT pros are available in the Microsoft 365 admin center and Power Platform admin center to enable better management and deployment of AI across the organization.
Starting this month, we’re streamlining access to our strategic reports by combining the Copilot Dashboard with the additional Copilot reporting available in the Viva Insights web app. This unified experience will provide broader access to Copilot reports and also offer a new report publishing functionality to bring custom published reports to those who need them.
In addition, the Microsoft 365 admin center is offering AI admins and adoption managers a growing set of usage reporting and insights on Microsoft 365 Copilot Chat and agents.
Let’s look at the new unified experience, its key benefits and improved functionality.
Getting set up in the new unified experience
With the new unified experience, the Copilot Dashboard is integrating with the Viva Insights web app. Prior to the integration of the dashboard, users will be alerted with a notification banner displayed, signaling the upcoming transition from Viva Insights in Teams to the web app for advanced reporting in Insights.
On the integration date, the legacy location of the Copilot Dashboard in the Viva Insights Teams app will be updated with a splash page informing the user about the unified experience and providing a button to link the user to the new location.
It’s important to note that all Copilot Dashboard and Viva Insights settings and permissions will move over to the new experience so that customers do not need additional configuration.
Users clicking through the redirect button will land on the Copilot Dashboard hosted in the unified experience with a “product walkthrough” to help orient the user.
A wider range of Copilot reporting access
The Copilot Dashboard provides detailed reports on usage, adoption, and business impact to senior leaders and their delegates. These users can view aggregated insights such as the number of active Copilot users, Copilot license user readiness data, and AI usage adoption scores.
The Viva Insights advanced analysis app, meanwhile, offers a wider selection of prebuilt reports, and the ability to create custom reports and data sets. Only users with the Analyst role have had access to the advanced analysis workbench and this deeper library of reports and tools.
By consolidating these insights and analytics into a single interface, leaders and delegates can now access a set of the Copilot analytics reports that had previously only been available to analysts. Additionally, analysts now will be able to view the Copilot Dashboard. As a result, leaders, delegates and analysts will operate within a single tool with broader access to the insights they need to drive AI transformation in their organizations.
The new Reports page within the unified experience will provide users with an immediate value-add via out-of-the-box access to additional Copilot reports. These reports are available without any setup requirements and contain aggregated insights that previously had only been available to analysts.
At launch, the below set of reports will be available on the Reports page. Additional reports will be graduated to leaders and delegates through this experience over time, thereby enabling even more access to reporting value that will enable users to make informed decisions and drive organizational success.
- Copilot Studio agents
- Copilot for Sales adoption
- Microsoft 365 Copilot adoption*
- Microsoft 365 Copilot impact*
- Copilot business impact*
* Report is only available to Analysts with Copilot Analytics access
In addition to their new access to the Copilot Dashboard and the new Reports page, analysts will maintain access to the complete set of legacy advanced analysis tools, within this unified experience.
Seamless and impactful report publishing
Along with this release, the ability for analysts to publish out-of-the-box and customized reports to the Reports page of this unified experience will be available in public preview.
Published reports will appear as a card on the Reports page in the unified experience for the recipient audience to enable easy access and discoverability of relevant content. The published cards will contain a customized entry point where recipients can click to view the custom published report with no additional setup required.
Summary of which experiences are available across roles
- This additional access for analysts is available in the Global partition only
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