How do I set up the Application Usage Insights dashboard?

Use the Application Usage Insights dashboard to view application usage details.

To enable the Application Usage Insights dashboard, you need to ensure that the time zone, calendar, and resource hierarchy are active. You also have to create the relevant roles and run the required scheduled processes.

See these sections for steps and videos:

• Time Zone, Calendar, and Resource Hierarchy
• Access and Roles
• Application Usage Insights Dashboard

Time Zone, Calendar, and Resource Hierarchy

To view the insights, the site-level calendar should be active, the time zone must be in sync, and the resource directory enabled.

To check the calendar status:

1. Navigate to Setup and Maintenance.
2. In Sales, search and select for the Manage Calendar Profile Options task.
3. Note the active calendar profile value, for example Oracle_Cal.
4. Go back to Setup and Maintenance.
5. In Sales, search for and select the Manage Accounting Calendars task.
6. Search for the active calendar, for example, Oracle_Cal.
7. Check whether the start date and the end date are up-to-date. If not, add years as needed.
8. Click Save and Close.

To check the time zone sync status:

1. Navigate to Navigator > Tools > Set Preferences.
2. Click Regional under General Preferences.
3. Note the Time Zone.
4. Navigate to Navigator > Tools > Reports and Analytics.
5. Click Browse Catalog.
6. Select Profile > My Account.
7. Confirm that the report time zone matches the previously noted time zone both in Publisher Preferences and general Preferences. If they are not in sync, select the right time zone in Publisher Preferences.
8. Navigate to Navigator > Tools > Scheduled Processes.
9. Click Schedule New Process and search for and select Refresh Denormalized Time Dimension Table for BI.
10. Click OK to sync your time zones.

To enable the resource directory:

1. Navigate to Navigator > Others > Resource Directory.
2. If the hierarchy is incorrect, navigate to Resource directory, select Organization Hierarchies, and then search for Internal Research Organization Hierarchy.
3. Click Edit icon > Actions > Edit this hierarchy version. Edit the resource hierarchy as needed.
4. Click Done.
5. The Reporting Hierarchy Generation process will be scheduled automatically. You can view its status at Navigator > Tools > Scheduled Processes.

Access and Roles

To access the Application Usage Insights dashboard, first you must check whether the User track activity and the Click History are enabled. Then you must add relevant roles and set the scheduled process parameters.

To check whether User track activity and Click History are enabled:

1. Navigate to Setup and Maintenance.
2. In Sales, search for and select the Manage Administrator Profile Values task.
3. Search for User Session Activity Tracked and make sure the Profile Value is ENABLED.
4. Search for Disable Click History Features and make sure the Profile Value is No.

To add relevant roles:

1. Navigate to Navigator > Tools > Security Console.
2. Enter the Role Code.
3. Click the Role Category drop-down list and select Common Job Roles.
4. Click Next.
5. To create an administrator role with four different function security policies, iterate the steps 6 to 8 for these function security policies:
   • View Organization Data in Application Usage Insights UI (only for users with administrative privileges)
   • Manage Custom Objects in Application Usage Insights (only for users with administrative privileges)
   • View Application Usage Insights UI
   • Run Populate Click Description Process
6. Click Add Function Security Policy.
7. Search for and select the relevant roles mentioned in step 5.
8. Click Add Privilege to Role.
9. To access the User Adoption and Click History subject areas, in the Role Hierarchy section, search for and add User System Usage Transaction Analysis Duty.
10. Click Add Role Membership.
11. Navigate to Users section and click Add User.
12. Search for the user and click Add User to Role.
13. To check the Role status, navigate to Navigator > Tools > Security Console and click the Administration tab.

To run the relevant scheduled processes:

1. Navigate to Navigator > Tools > Scheduled Processes.
2. Click Schedule New Process.
3. Search for Click History Data Purge Process.
4. Click OK.
5. Click Advanced.
6. Select Using a Schedule.
7. Enter the start date.
8. Click Submit.

Now you’ve completed all the prerequisites to enable Application Usage Insights.

Application Usage Insights Dashboard

You can use the Application Usage Insights Dashboard to see page views and application usage. The Page Views tab lets you view insights based on the number of sign-ins and the session duration. You can filter these insights by Duration, Team Member Names, Roles, and Managers.

Using the Enterprise Visibility filter, you can see enterprise-wide insights. User insights are ranked in a top 30 list based on clicks and time spent on the page.

In the Application Usage tab, you can view the insights specific to objects such as Activities, Opportunities, and more. Using the My Organization Visibility filter, you can also export the insights.