Gain visibility into how Copilot is used by your teammates through Copilot reporting in your Fin workspace, including:

To view Copilot reporting, go to Analyze > Custom Report in Fin.

If you haven't edited this report before, you’ll find a default section at the bottom called “Fin Copilot” which includes the following charts:

If you've edited your custom report, you'll need to add these charts in. To do this, hit Edit and then add a chart and use the "Report is" dropdown to select Copilot to add your own metrics or visualizations.

Hover over the information icon at the top of a chart to see reporting period, report level filters, metrics, and metric level filters applied to each chart.

With the Teammate overview chart you can see each teammate's usage, the number of conversations they've used Copilot for, how many questions they've asked, and what percentage of these were copied and used to respond to customers.

Sorting the table by "Copilot questions" will show you the frequent Copilot users on your team based on the number of questions they've asked to Copilot.

Use the chart drill-in to see what questions were asked to Copilot, what answers Copilot provided, and the number of sources used.

To access this, hover over a chart and select Chart drill-in.

Here, you can filter by date and Copilot attributes.

To see more information about the Copilot conversation, such as what inline sources and relevant sources were available, click on the Copilot ID or Conversation ID. This will open up a side panel showing you the question asked, the answer provided, and the relevant sources.

You can also select which columns to display and then export the chart as a CSV file for further analysis.