The native engagement metrics feature that lives in-app can be now found inside the Reporting section and can be used to review metrics for the whole organisation.
This way, relationship admins, organisation and company admins can see metrics from across their business as well as allowing relationship admins see who is engaged in an individual relationship. This feature is not viewable by a normal end-user.
For Projects, the admins will be able to track key metrics such as:
Projects created
Projects completed
Projects checked-in
Projects updated
What counts as a project update are the following elements:
Adding/deleting a file.
Changing a team member's permission.
Adding/removing a user to/from the team.
Adding/deleting a discussion post.
Adding an outcome.
Changing stage or status.
Editing the name/description.
Adding tag.
Archiving.
Changing dates.
Changing template.
Marking the project as private.
The elements currently not being registered as a project update:
Editing a discussion post.
Adding a value tracker.
Adding an activity to the roadmap (event or task etc).
Completing the activity, e.g. task.
Adding a milestone.
Making a project copy.
For Relationships, admins can track:
Created relationships
Relationship views (A view is counted as each time a user lands on the overview page of a relationship. To avoid the metric getting bloated by every individual tab load within the relationship.)
For Users, admins can track:
Users created
User logins
Users deleted
For Innovation, admins can track:
Initiatives created
Opportunities Created
Opportunities converted to active projects
Opportunities discarded (rejected ideas)
For Dashboards, admins can track:
Dashboards created
Dashboard views
Note: Dashboard reports are only available in the company admin
For Surveys, admins can track:
Number of Surveys created
Number Survey responses
Number of surveys summarised
Number of surveys closed
Each metric graph is accompanied by a table that displays exactly which users took which actions (for example who created projects within the given timespan, or viewed relationships, deleted users, etc. etc).
Metrics are tracked to the nearest FULL month. This is very important to remember to avoid any confusion. This is because metrics will be wildly skewed if your compare for example the 1-31st of January to only the 1-5th of February if a month has just begun.
You can download any of those reports as a .csv via the ‘Download’ button.
You can filter the reports to have it more focused on a specific timeline, according to specific statuses, specific users, etc…
Select the theme of your report
Apply your desired filters
Save a view once you are happy with the end result
To learn more about leveraging saved views in representing your data and to learn how to share these, visit Saved Views and Shared Views.