The Reports page gives you visibility into how Vega is being used across your workflows and whether everything is operating as expected.
At a high level, it answers four questions:
Are we using Vega consistently across meetings, emails, and chat?
Are our integrations connected and working properly?
Are there any compliance risks in client communication?
How are tasks progressing across the team?
This page is primarily designed for Admins.
What is an Admin in Vega?
The Admin permission level gives a Vega user full visibility into the firm's setup and access to key administrative controls, including:
Firm users and permissions
Billing and subscription management
Usage and reporting
Both Admin and User permission levels have access to the same AI features in Vega. The difference is strictly in administrative control, not in product capabilities.
Admins have access to the “All users” filter, which they can toggle on to view activity across the entire firm, as well as a filter to select specific users and monitor their usage.
Users with standard permissions can still access the Reports page, but the data is limited to their own account.
Usages
The Usages section shows how Vega is being used over a selected time range.
By default:
End date is today
Start date is one month prior
You can adjust this range at any time.
Usage is broken down across:
Chats: This includes both the Vega chat threads in the web platform and queries inside the Vega AI Email Assistant (Vega Outlook plugin and Vega Gmail assistant)
Email drafts: This refers specifically to automatic email drafts generated by Vega, not drafts you manually request through chat or the Vega AI Email Assistant
Meeting notes
Meeting preps
Next to each metric, you’ll see a percentage.
This represents the comparison to the prior period (for example, the previous month), helping you understand whether usage is increasing or decreasing over time.
Integrations
The Integrations section shows the status of your connected systems.
Each integration is represented with a status indicator:
Green dot: Connected and healthy
Red dot: Connection is broken and requires action
If an integration is broken, the expected fix is to:
Go to the Integrations page
Remove the integration
Reconnect it
Compliance
The Compliance section provides an automated review of client communication.
Vega analyzes emails sent to clients and categorizes them into risk levels:
None
Low
Medium
High
Critical
This analysis is based on whether the content aligns with regulatory expectations (for example, SEC-related considerations for US-based advisors).
From this section, you can:
Click into any category
View the underlying emails
See:
Content summary
Risk analysis
Recommendation (if applicable)
For higher-risk categories (High and Critical), Vega can also send compliance reports by email to designated contacts.
These reports include:
Risk level
Summary
Analysis
Recommended actions
Important note: This section will only display data if at least one compliance contact email has been added in the Firm settings.
Like the Usages section, all data can be filtered based on the selected time range.
Tasks
The Tasks section provides a structured view of task activity over a selected time range.
This view is designed to work best for teams using Vega as their task management system, but it also supports third-party CRM-based task data.
The report includes:
Total tasks
Overdue tasks
Completed tasks
Tasks in progress
Not started
Waiting
Blocked
Cancelled
Other
It also includes performance metrics:
Average days to complete
Average vs due date
Important note: Because Vega integrates with different CRMs, some fields may not match exactly depending on your setup, but the goal is to provide a consistent overview of task activity and execution.
How to think about the Reports page
A simple way to approach it:
Use Usages to understand adoption and activity
Use Integrations to ensure everything is connected and working
Use Compliance to monitor communication risk
Use Tasks to track execution and follow-through
For admins, this becomes a firm-level dashboard.
For individual users, it becomes a way to stay aware of their own activity and workflows.