The Test report feature lets you preview how a report works in a business messenger before activating it for your team.
When the Test report button appears
The Test report button becomes available only after at least one respondent is added to the report.
If no respondents are selected:
The button is hidden
The report cannot be tested
This ensures Teamline knows where to send the test message.
Step-by-step: How to run a test report
Step 1: Open the report you want to test.
Step 2: Go to the Respondents section.
Step 3: Add at least one respondent
(Best practice: add only yourself for testing.)
Step 4: Click Test report.
The report will be sent immediately to all selected respondents.
What happens after you click Test report
The report arrives in your business messenger
You can answer questions and interact with the bot
Delivery and question flow match a real report
However:
Test results are not saved
Test results do not appear in History or Insights
The report remains in Draft if it wasn’t activated
Important notes
Test reports do not affect the report schedule
Test reports do not activate the report
Test runs exist only in the messenger
Best practice
When testing a new report:
Add only yourself as a respondent
Run Test report
Verify delivery and answers in the messenger
Finalize settings
Add the rest of the team
