The User Engagement report is a basic report to help you understand login and basic use patterns for your organization. Navigate to Reporting & Analytics > User Engagement to view this report.
Note: Throughout this report, whenever logins are reported, the count does not include any instances where a user logged in on behalf of another user. So if Alice logs in and switches to Bob's account, only Alice's login is counted. Bob must log in himself before the report recognizes that he was logged in.
Filtering Behavior
The report uses login activity as the basic filter criterion. So as long as at least 1 of the users selected logged in at least once during the selected time period, all activity for (all selected users) is returned in the report. If none of the selected users logged in during the selected time, no activity is returned (even if there was other activity, such as contacts being created).
For example: Suppose Alice logs in every business day until July 31, then takes an extended vacation beginning August 1 and doesn't log in again until September 1. However, contacts continue to be created on her behalf during August. If you filter the User Engagement Report to show only Alice's behavior with the time period
- from July 31 to August 31: This includes her July 31 login, so the August activity appears on the report.
- from August 1 to September 1: This includes her September 1 login, so the August activity appears on the report.
- from August 1 to August 31: Alice has no logins during this period, so no activity is reported.
Header Bar
The tools in the header determine the data displayed in the report. From left to right:
- Click the download button to save a .csv file with the data from the Users table below. The downloaded file reflects the current state of the table based on any filtering.
- Use the date range picker to define the time period the report should cover. By default, the report covers 1 year ending with the current date.
- Click the filter button to open a box with several filter criteria to refine the reported data.
- Click the Reset button to restore the default filtering for the report.
Top Section
This section has 3 tiles:
- Unique Logins Today – Displays the number of users from your organization who have logged in to Total Expert today. If a user logs in more than once, that user is only counted once.
- Average Daily Tasks Completed – Displays the average number of tasks that were completed each day by users in your organization (rounded to the nearest whole number).
- Average Daily Logins – Displays the average number of times that users in your organization logged in (rounded to the nearest whole number). This counts the total number of times that users logged in, so the same user could be counted more than once for a given day.
User Engagement Chart
This section displays a bar chart that includes the total number of logins by users in your organization, the number of contact records those users created, and the number of times those users shared something to social media. You can choose to have this data arranged in stacked or grouped bars.
The axes automatically adjust as you change the filters for the page.
Users Table
This section displays a table with all the users from your organization who logged in during the filter period. Several statistics are reported for each user. The data presented in this table automatically adjusts as you change the filters on the page. When you click the download button in the header, the data displayed in this table at that time is included in the downloaded report.