Team Activity Reports

The client admin can filter and view the team level reports of a specific month based on the following activities:

• Disabled Users
• Messages Received
• Messages Sent
• Newly Added Users
• Maximum Concurrent Users
• Active Users

Follow these steps to view the team activity reports:

1. Go to client admin console > reports.
2. Select the Team Name and Activity from the respective drop-down lists.
3. Select the Month (for which the reports have to be extracted) and click Search.
   All the relevant results will be displayed on the screen.
   If you select Disabled Users in the Activity drop-down, you will view Disabled By and Disable Reason columns. The additional information helps you know the complete context of user disablement.

Advanced Reporting
Advanced reporting is a simple and powerful analytics tool which lets the user create his/her own reports based on the available data and filters.

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Note:

The Advanced Reporting on Webex Engage is a Premium Feature and will not be available by default to all clients. IMImobile enables this feature on request. Please contact your respective Account Manager / Customer Success Manager / IMImobile’s Support team to get this feature enabled on your Webex Engage instance.

The client admin can:

• Create dashboards, questions and pulses on the advanced reporting dashboard
• View the list of activities on the center of the dashboard
• Setup Email ID(s) (to invite team members to get updates via pulses)
• View recently viewed reports on the left-pane of the dashboard

Follow these steps to navigate to advanced reporting:

1. Go to Admin Console > Reports.
2. Click Advanced Reporting on the top-right corner of the screen.

The following screen appears.

Question

A Question is a query on the database, the results of which can be used in reports or dashboard or can be scheduled to receive via Email (see Pulse). A question can be created using the standard data models available or using an SQL query.

Follow these steps to create a question using standard data model:

1. Click the New Questions (? icon) icon on the left menu of the advanced reporting dashboard.
   The following screen appears.

2. Click New Question. The following screen appears.

3. Select metabase, the following list appears.

3. Select the Database and the Table.
4. Apply filters and click Get Answer.
5. Click SAVE.
6. Click Add to Dashboard to add the question to an existing dashboard or a new dashboard.

Follow these steps to create a question using an SQL query:

1. Click the New Questions (? icon) icon on the left menu of the advanced reporting dashboard.

The following screen appears.

2. Click Native Query. The following screen appears.

3. Enter the SQL Query and click Get Answer.

The following results appear.

Pulse

To send the results to a specific email address, create a pulse. A pulse holds question (query results) and scheduling information. An email is sent to the configured Email ID. In case there are zero (0) results on particular day, user can configure the scheduler to skip the email.

Follow these steps to create a pulse:

1. Click Pulse icon on the left menu of advanced reporting screen.

2. Click Create a Pulse and enter Name for the pulse.

3. Select a question from the pick a question field.
4. Enter Email ID to which the report has to be sent.
5. Configure the schedule and time.
6. Click Create pulse.

Dashboard

Follow these steps to create a dashboard:

1. Click Dashboards icon on the left menu of the advanced reporting screen.
2. Click + icon on the top-right-corner of the screen.
3. Enter the name and description for the dashboard.

4. Click Create.
   You will navigate to new dashboard.
5. Click + icon from the top-right corner to add a question.
6. Select a question to add it to dashboard. A user can add multiple questions and arrange them on the dashboard.
7. Click Save.
   The success message appears on the screen.