Sales - CRM Resource System Usage

Description

This subject area provides data for reporting on CRM resource activity (a resource is a person or user).

Use this subject area to report on resource activity by channel, resource activity in time periods, and time periods with no resource activity.

As of 21 A, the Sales - CRM Object Activity and Sales - CRM Resource System Usage subject areas now support the latest CX Sales Mobile application in the mobile channel. The mobile channel now provides reporting for all versions of the CX Sales Mobile application.

With support for User Adoption reporting available in all versions of the CX Sales Mobile application, your organization's user adoption metrics will be accurate as your organization transitions to the latest CX Sales Mobile application.

For mail (Microsoft 365) and mobile applications, if reports are run on a given day, data from that day will not show until a period of 24 hours has passed. Running the scheduled process 'Refresh BI Reports Audit Data for User

Adoption Reporting' will not change this behavior.

Business Questions

This subject area can answer the following business questions:

• Who are the top 10 active resources of the system?

• Who are the top 10 active and bottom 10 inactive employees from a user adoption perspective?

• How many days was a resource active by channel?

• Who are the resources who have not logged in the system in the last week?

• Which department has the highest number of active resources?

• How is the resource activity split across channels (web/mobile/email)?

• Which region has the highest number of inactive resources?

• Resources of which job title are most active in the system?

Job Roles

No applicable job roles

Duty Roles

No applicable duty roles

Primary Navigation

Navigator > Manage Users

Time Reporting

This subject area supports the reporting of CRM user activity in the system over a period of time. Time dimension is linked to CRM user login date

Time dimension is linked to NA.

Transactional Grain

Login Date / Channel / User

Special Considerations

1. Considering the sensitivity of the data, access to this subject area is restricted to the BI duty role BI User System SA Access. 2. The system tracks User activity data only when the profile option FND_TRACK_USER_ACTIVITY is enabled and ESS job Refresh BI Reports Audit Data for User Adoption Reporting is run. 3. To report by resource hierarchy, see the following post in Cloud Customer Connect, "System Usage By Resource Hierarchy", https://cloudcustomerconnect.oracle.com/posts/177c03f749 4. Supports negative reporting at the resource and time level. This allows reporting on which resources are not using the system and when the system is not being used. 5. This subject area shows activities for all Time Periods, based on the Employee dimension, to support reporting on Time periods with or without activities. For this reason, if a custom report is built which includes a Time Period at either Year or Month, the report must be filtered by a specific time period. Without such a filter, the report will show results for the complete 100 years in the Time dimension. 6. For the best performance, it is recommended to: a. Add a time Filter for a specific year or month. Time filters should not be longer than one year. b. Add a Resource filter, such as Region. c. Try to break larger reports into smaller reports. d. Filter # of Active Days fact > 0 to report on days with activity, unless negative reporting is the requirement. 7. For mail (Microsoft 365) and mobile applications, if reports are run on a given day, data from that day will not show until a period of 24 hours has passed. Running the scheduled process 'Refresh BI Reports Audit Data for User Adoption Reporting' will not change this behavior.