New capabilities include expanding the Copilot Dashboard and Copilot reports to managers, and the general availability of the Copilot business impact report.
As we approach the end of the year, we’re excited to announce a variety of new exciting functionalities for Viva Insights which make it easier to access deep insights related to Copilot and your organization, as well as entirely new ways to import your organizational data and act on its insights. Let’s dive in.
Migration of manager insights to the Viva Insights web app
We recently unified all manager insights into a single destination: the Viva Insights web app. As part of this update, many manager capabilities previously available in the Viva Insights Teams app are now part of the web app. Most notably, this change expands the reach of the Copilot Dashboard and Reports page in the app to include managers. Managers now have default-on access to a team-scoped view of the Copilot Dashboard and related Reports page.
These updates provide deep insights into Copilot adoption, impact, and learning, all tailored to managers’ teams. Learn more about these exciting changes.
Enhanced data quality visibility for Viva Insights Administrators and Analysts
We’ve added enhanced data quality visibility for admins and analysts in the Viva Insights web app, which enables them to better understand and act on the quality of organizational data used in Viva Insights and Microsoft 365 Copilot.
With this new functionality, admins and analysts can now access additional data quality indicators such as user counts, manager hierarchy consistency, and data freshness.
With this new data, admins and analysts can:
- Identify and troubleshoot data gaps that affect reporting
- Collaborate more effectively with admins to resolve data issues
- Build more reliable custom and Power BI queries with confidence
This new data can be found within the Data Quality and Data Hub pages in Viva Insights. Learn more about how to use data quality for advanced analysis in Viva Insights.
General availability of new tool for importing business data, and Copilot business impact report
When you import business data into Viva Insights, you can gain a greater understanding of how Copilot usage influences the business outcomes that matter most to your organization. These business outcomes might include productivity metrics at both the task and job levels, such as the number of emails sent by your sales team or the number of closed deals.
To facilitate this, we’re excited to announce the general availability of business data upload via .csv file. This functionality lets you import your business data directly to Viva Insights through individual .csv files. Once you’ve uploaded the data, you can run advanced analysis reports such as the new Copilot business impact report to help you understand how Copilot usage has impacted your business outcomes.
Learn how to get started with the import process, and learn more about how you can do more with Copilot with the Copilot business impact report.
New guidance for uploading data through the Microsoft 365 admin center
We’re in the process of gradually migrating all Viva Insights customers to manage their data uploads through the Microsoft 365 admin center, instead of through Viva Insights. This platform utilizes Organizational data in Microsoft 365, which centralizes organizational data uploads across Viva and Microsoft 365 apps, making it faster to reuse your organizational data across apps without needing to upload data for each app individually.
Some customers have already transitioned, while others are still using the Viva Insights web app until they receive communications about their transition.
To make this process easier and smoother, we’ve recently published new guidance about this change, including detailed instructions on this new process for uploading and managing organizational data, plus frequently asked questions and answers based on our customer conversations. You can get prepared and find answers to your questions using this MS Learn resource.
Expanding the scope of the exclusion list for the Copilot Dashboard
The user exclusion list has allowed admins to specify which employees’ data should not be shown in the Copilot Dashboard. Now, we’re excited to announce that we’re expanding this capability to also include Viva Insights reports. With this change, admins can exclude employees not just from the Copilot Dashboard’s analyses, but also from Viva Insights behavior collaboration reports and from advanced analysis more broadly.
Your organization might want to exclude certain users from being included in aggregated insights for various reasons, such as legal, compliance, or ethical concerns.
Admins can exclude employees individually using a .csv file, or groups of people can be excluded using Microsoft Entra ID. Learn how.