Empower Reports automatically sends team performance summaries, comparative trends, and threshold alerts directly to your email inbox or Slack channel. In this guide, you’ll learn how to create automated report cards, set custom tracking schedules, configure early-warning alerts, and review key conversation insights.

Prerequisites

An active Empower Enterprise plan.
Administrative or managerial access to your Ringover Dashboard.
Connected Slack integration (if delivering reports to Slack channels or direct messages).

Create and configure automated Empower Reports

1. Create a new report card and select your scope

Define your report name and choose the specific agents or teams you want to monitor.

Go to your Empower's page.
Navigate to Settings > AI Customizations > Reports.
Choose your view : Active, Disabled, All.
Click + Create report card, you have 3 options :

Generate with AI: Describe what you want to monitor. Empower builds the trackers and conditions for you.
Start from a template: Pick from pre-built report setups for common sales scenarios. Customise after. Use ready-made templates to deploy instant reporting without manually configuring parameters:
Pipeline Health Check: Tracks the next steps set moment every Monday at 09:00.
Competitor Battle Monitor: Flags competitor mentions via early-warning alerts.
Coaching Pulse: Measures Discovery & Questioning craft score trends weekly.
Framework & Quality Watch: Tracks daily compliance adherence (e.g., MEDDPICC).
Objection Trend Report: Analyzes raised objections on a weekly cadence.
Outbound Activity Digest: Sends daily summaries of completed outbound calls.
Build from scratch: Add trackers one by one — Call score, Moments, Flags, and more. Full control over every condition.

Enter a recognizable Name for your report card (e.g., Weekly demos).
Define your Scope by selecting specific team members or entire user groups.

2. Choose your tracking metric

Choose standard trackers to monitor meetings booked, conversation crafts, compliance pass-rates, or smart moments.

Select your target metric category (e.g., Number of meetings, Crafts, Framework & Quality, or Smart moments).
Select the specific tracker rule or conversation criteria you want to measure.
You can add up to 4 trackers.

3. Set up report schedules and threshold alerts

Determine how often your report runs and configure automated alert triggers for performance drops or spikes.

💡 You can create up to 50 report cards per user. Combine regular scheduled runs with threshold alerts to establish automated weekly reporting alongside proactive quality safeguards.

Delivery schedule

Configure scheduled runs to prepare team reviews or 1:1 meetings automatically.

Choose your frequency: Daily, Weekly, Every 2 weeks, or Monthly (days 1 to 28).
Set your preferred delivery time (defaults to 09:00).

Threshold alert (Optional)

Enable threshold alerts to be notified within 24 hours if activity or quality drops below a critical percentage.

Enable the Threshold alert toggle.
Define your variation percentage (e.g., alert if the metric drops by 20% or more).
Choose whether to apply the alert per individual rep or across the team total.

⚠️ Empower Reports evaluates completed days only (up to and including yesterday). Threshold alerts are calculated nightly and sent shortly after midnight UTC.

4. Configure delivery destinations and save

Choose your recipients and delivery channels to finish activating your report card.

Select Email and add target recipients in the To, Cc, or Bcc fields.
Select Slack to designate public channels, private channels, or direct messages.
Click Save to confirm your report card settings.

🎉 You now know how to create and configure Empower Reports and can monitor team performance without ever manually compiling spreadsheets or dashboards!