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Workspace Engagement

Generating engagement reports for your workspace

Alex Zito avatar
Written by Alex Zito
Updated over a week ago

Workspace Engagement Reports

All users with workspace admin permission on a workspace, they can generate engagement reports to gain valuable insights into user interactions with the workspace and the various modules within it.

Generating an engagement report

  1. Click on "Workspaces" on the left navigation pane

  2. On the workspaces tab, you will see all the workspaces you have access to, whether you created the workspace or you were invited to it

  3. Click on the workspace you would like to generate the engagement report for

  4. Click on the "Settings" tab

  5. Scroll down to the "Workspace report" section, and click the green "Generate" button

  6. Choose the desired reporting period, ranging from the last 24 hours to an "all time" report

  7. Optionally, provide a name for the report (a predefined name based on the selected reporting period is offered for your convenience, but you may change this)

  8. Specify the data room and folder where you want to save the generated report - ensure you have the necessary access to the selected data room and edit permissions on the chosen folder to save the report

  9. The generated report will be in .xlsx format


Report Contents

The engagement report comprises various statistics, organised into sheets within the Excel file. Please note that users, entities, and workspace modules (project items) are sorted alphabetically by name in all generated reports.

1. Module Statistics:

  • The first two sheets in the engagement report focus on engagement with the modules (project items) in the workspace:

    • One sheet represents engagement with the modules in the workspace per user

    • The other sheet represents the same engagement but aggregated per organisation/entity

  • For both, the reports show the sum total of clicks on each module, and a breakdown of users (or entities) who have clicked

2. High-Level Data Room File Statistics:

  • The report also contains sheets showing the engagement with the files in a data room at a high level, namely:

    • The date on which there was the first access to a file

    • The total number of file views for the data room

    • The number of unique files viewed within the data room

  • Again, there are two sheets - one for views per user and another for views per organization

3. Data Room File-Specific Statistics:

  • Finally, the report contains sheets showing the engagement with each file in the data room, as well as the folder/sub-folder in which the files are located

  • As with the above, there are two sheets - one for views per user and another for views per organization

By following these steps, users can effortlessly generate and analyze engagement reports to enhance the workspace management and decision-making processes.


To learn more about workspaces, visit the collection of articles in our help guide.

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