--- title: "Claude Smart Reports for Your Company | By The People Tech" description: "Anthropic has made smart reports, in-app surveys and pooled group budgets generally available for Claude Enterprise. See team work, spend and friction." url: https://bythepeople.tech/claude/whats-new/claude-enterprise-smart-reports-pooled-budgets --- [Claude for Business](/claude) [What’s New](/claude/whats-new) Smart reports, surveys and pooled group budgets New feature Released 28 October 2026 · 4 min read # See _what your teams do_ with Claude, and what it costs. Anthropic has made smart reports, in-app surveys and pooled group budgets generally available for Claude Enterprise. Smart reports analyze a sample of a team's transcripts, group the work into workstreams, and show the spend, deliverables and common points of friction for each one. At a glance Plan Claude Enterprise Status Generally available Smart reports read Sample of team transcripts Pooled budgets One shared budget per team On this page * [What changed](#changed) * [What it means](#means) * [What to do this week](#steps) * [Questions](#questions) Published by [Fatjon (Tony) Kalemaj](/about-us/tony-kalemaj) COO & Head of Applied AI 01 · What changed ## Three tools for Enterprise admins. What changed: Enterprise admins now have three tools in one release. Smart reports show what work a team does in Claude and what it costs, in-app surveys ask the team what that work is worth, and pooled group budgets give each team one shared budget. In practice, a COO can pick the deal team and a date range and see whether its Claude work is IC memos, credit agreement reviews or weekly status reports, where it gets stuck, and what it spends. ### 1. Workstreams and spend 1\. Pick a team, a date range and the products to include. Claude groups a sample of the team's transcripts into workstreams and shows the spend and deliverables for each. ### 2. Points of friction 2\. Reports list the most common points of friction, such as a missing connector or a failed tool call. ### 3. One list of recommendations 3\. Each report ends with one consolidated list, including recurring workflows to turn into skills and rules to add to a code repository. Any finding can be shared as an artifact. ### 4. Custom questions 4\. Reports answer custom questions about model usage and cost. Admins can save questions and custom insights as templates for future reports. ### 5. Raise limits from the report 5\. If a spend limit is holding someone back, admins with billing permission can raise it from the report. ### 6. Reports for team leads 6\. Owners can let team leads who are not admins run reports for their own groups. ### 7. In-app surveys 7\. Default questions ask about value, such as what would break first if the team lost access tomorrow. Admins can change or remove questions and choose who gets a survey, when and where. ### 8. Pooled group budgets 8\. Admins can set one shared budget per team. 02 · What it means ## What it means for _your_ seat. A seat count says who has Claude, not what they do with it. This release puts the work, its cost and the team's own view of its value in one place. Anthropic says smart reports are for understanding adoption and planning investment, and not for evaluating individual performance. ### Leadership You can now see which teams do substantive work in Claude and what that work costs, workstream by workstream. Use it to decide where to put enablement effort and budget, for example whether the credit team needs a connector to its data room before it needs more seats. ### Operations Reports name recurring workflows worth turning into skills, so a process one analyst built for inbound email triage or a weekly status report can be shared with the rest of the firm. Pooled group budgets let you give a deal team one shared budget. ### Risk and compliance Smart reports are built by analyzing a sample of team transcripts, so agree who may run them before owners extend access to team leads who are not admins. Anthropic states the reports are not for evaluating individual performance or making employment decisions; write that into your internal policy for the tool. ### Enterprise admins You choose the team, date range and products for each report, can save questions as templates, and can raise a spend limit from the report if you have billing permission. You also control survey questions, recipients, timing and placement, and set pooled budgets per team. 03 · This week ## What to do this week. 0 of 3 done 1. 01 · Run one smart report on one team : Pick a team that uses Claude heavily and a recent date range. Read the workstreams, spend and friction points, and note which recommendations you can act on. 2. 02 · Decide who can run reports : Agree with compliance whether team leads who are not admins should run reports for their own groups. Record that reports are not for judging individual performance. 3. 03 · Review the survey and budget settings : Read the default survey questions and edit or remove any that do not fit your firm before sending. Decide which teams should move to a pooled group budget. Sources Facts and dates are Anthropic’s own. What it means and what to do are our view, from the firms we work with. Drafted with Claude from these sources, checked against them figure by figure, and published 28 October 2026. * [Claude: Smart reports, surveys, and pooled group budgets for Claude Enterprise](https://claude.com/resources/articles/smart-reports-surveys-pooled-budgets) ## The short answers. ### What are Claude smart reports? Smart reports are a Claude Enterprise feature that analyzes a sample of a team's transcripts and groups the work into workstreams. Each report shows the spend, deliverables and common points of friction for each workstream, plus one list of recommendations such as workflows to turn into skills. ### Who can run smart reports in Claude Enterprise? Admins can run smart reports, and owners can let team leads who are not admins run reports for their own groups. Admins with billing permission can also raise a spend limit directly from a report. ### Can Claude smart reports be used to evaluate employees? Anthropic says smart reports help admins understand adoption and inform investment planning, but they are not for evaluating individual performance or making employment decisions. ### What are pooled group budgets in Claude Enterprise? Pooled group budgets let admins set one shared budget per team. They are generally available for Claude Enterprise, alongside smart reports and in-app surveys. Read next [23 October 2026 : Claude chat and Cowork unify for Enterprise](/claude/whats-new/claude-cowork-chat-unified-enterprise) [22 October 2026 : Claude Models on Google Cloud (Anthropic managed)](/claude/whats-new/claude-models-on-google-cloud-anthropic-managed) [21 October 2026 : Claude API version 2026-10-21 and new SDKs](/claude/whats-new/claude-api-version-2026-10-21) Newsletter ## Keep up with _every_ release. One email when something ships or retires that matters to a company: what changed, what it means, the date and what to do. Unsubscribe any time. Work email How did you hear about us? How did you hear about us? ChatGPT Claude Perplexity Another AI assistant Google or Bing search LinkedIn YouTube Someone referred me An event or webinar Our newsletter Somewhere else ## Want this working inside your firm? We run Claude workshops on your own documents and stay on as your teams adopt each release. [Book 30 minutes with Tim](https://calendly.com/timminer-1/chat-with-tim) [hello@bythepeople.tech](mailto:hello@bythepeople.tech?subject=Claude%3A%20Smart%20reports%2C%20surveys%20and%20pooled%20group%20budgets)