Last updated: 2026-09-21 · 3 min read

Understanding the Engagement Report

The report shows what customers confirmed, when, and for how long, and whether the client project is moving forward, from the top of the page down.

Report screen

Accessing the Report

Open the Room
Click "Reports" in the left menu
Choose a period (7 days / 30 days / 90 days / All)

Analytics data is visible only to internal owners and editors. It is not visible to external customers.

Disabled actions show a reason. "Summarize with AI" is not ready yet. "CSV" is available after the report has loaded.

Status summary

The top of the page shows stall risk / on track, last access (external members only), and unread-material chips. Last access does not include internal members.

Action	Description
Draft AI action	Shows a reason when the feature is not ready
Resend share link	Use the share-link screen

Report metrics

Metric	Description
External viewers	External members who reviewed in the period
Viewing time (in period)	How long customers spent on materials, with a previous-period comparison
Material confirmation	How many items were read through
Project health	Evaluating, or a score

Confirmation by material

Each row shows the file, status, read-through, viewers, duration, last viewed, and actions. Click the file name to open that file's viewing detail. "Details" in the actions column appears even for unviewed files, alongside "Send share link".

Engagement by member

See which customers are moving. Opening a name, or "Details" at the end of the row, goes to that person's member report. Segments are External / Internal / All.

Member report

The member report shows viewing time, visit count, file count, and per-page dwell. Expanding a row reveals page dwell. You can also open file-level detail.

Materials with longer viewing times are where the customer spent time confirming. Use that to prioritize the next step.

Putting the data to use

Priority: Customers who check often are ready to talk now
Content: Consider revising pages with short viewing times
Follow-up timing: Reach out based on last access

Relationship to Project Health

On Business plans and above, "Project Health" also appears on the same report page. The engagement report shows behavioral data such as views and viewing time, while Project Health turns that data into a score for stalls and risk.

What you want to check	Where to look
Who viewed which materials and for how long	Reports (this screen)
Whether the project is on track or needs attention	Project Health
Whether there is a risk that needs immediate action	"Alerts" on the report

When an alert appears, use "Draft AI action" to create a next-action proposal. For triage across Rooms, use the workspace Agent Inbox.