Our Goal: A team leader needs a quick and easy way to see which feedback sessions their managers have completed and which are still pending.
Current Situation: Right now, we can't find a single screen or report that gathers all this information. For example, a leader can't see a list of "pending feedbacks" for each manager to know who might need help or a follow-up.
Our Question: What is the simplest way for a leader to track the feedback their managers need to deliver? Is there a specific report for this, or another way to view this list of pending items?
Thanks for outlining your goal and current challenge with tracking feedback sessions. A great approach would be to create a custom report or dashboard in Zendesk Explore. By applying the appropriate filters and metrics—such as tracking feedback status by manager and team leader—you can develop a clear view showing which sessions are completed and which are still pending.
Since there isn’t a predefined report for this specific need, custom reporting offers the most straightforward and flexible solution. Utilizing tags or custom ticket fields to indicate feedback status can also help streamline the filtering process.
Hope this helps!