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System Engagement Report

A report for the total number of views per process, value stream or managed document per user.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a week ago

As an administrator or a user with the view report permission you can access the system engagement report.

This report allows you to see all the processes, value streams and managed documents that have been viewed by users, both within your current company and external users through quickviews. To view a specific date range, the 'Enable dates' toggle can be set.

The list states the object title, how many unique users have viewed the object and the total number times each user has viewed the object as a standard object or as a quickview.

The report can be exported in the same way all other reports can be, to PDF, CSV or Excel.

Quick Steps

  1. Select Reports

  2. Select System Engagement

    • Filter bar can be used to search a keyword

    • To reset the search bar, select 'Reset filters'

Set Dates to View

  1. Switch on the 'Enable dates' toggle to view specific date(s). Date from and Date to will appear

  2. Click on the calendar icon and select the date from and date to to view

  3. Select 'Generate'. The report will appear

Export Report

  1. Select Export button

  2. Select the desired format: PDF, CSV, Excel. Report will download

  3. Access the downloaded document from your device's downloads

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