Tribal Habits

Learn how to set up the Roles feature in Tribal Habits - creating roles, competencies and skills; assigning aspirational roles to users and skills to topics or pathways; and reporting…

How can I use the Roles feature to track skill and role attainment?

The Analytics panel allows you to run and view reports relating to your portal.

What Analytics options does Tribal Habits have?

Standard topics have options to enable standard analytics polls to collect topic benchmark user, topic and quality data.

What are the standard analytics options in a topic?

The Downloads option provides access to CSV downloads created by you in your portal via other reports in Analytics during the past 30 days.

What is the Downloads option in Analytics?

We deprecated the Continuing Education feature on 28 November 2025.

Deprecation information: Continuing Education

This article is to assist with FAQ's for common scenarios when running reports, looking for something specific & basic troubleshooting tips.

Why can't I find.... Tips for filtering reports

Organisations can set a portal timezone for reporting, as well as individual time zones for each admin.

How are time zones managed in our portal?

This article covers how admins can create, assign, and monitor goals for learners in their portal, including using them to track continuing education (CE/CPD/CLE) through categories measured in minutes or…

How can I define and assign goals?

All reports and key pages across the platform come with options to filter results, save your preferred filters, and download a copy of your data.

How can I filter my reports, save favourite filters and download a copy?

All saved report searches can be viewed in the Analytics section of the Admin area - with up to eight being pinned for convenient access.

How can I view my saved report searches?

Create automated email reports from your saved searches. Choose a schedule, select recipients (including external emails), and send CSV download links automatically (without needing to login to access the report).

How do I set up scheduled reports?

Lou Monsour

David King

Joey Halbert

General Reporting Articles

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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