The Conversations Usage Report

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The Conversations Usage report allows OASIS admins to view a user's activity within O4 Conversations. This article will explain how to run and read the report.

Requirements:

 1. Select the OASIS_Icon.PNG icon.

2. Select Configuration from the drop-down list.

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3. The Configuration page will appear.

4. Click Users.

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5. Click Reports, then select Conversations Usage from the drop-down menu.

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6. The Conversations Usage page will appear.

 

Understanding the Report Builder

The Toolbar

The toolbar provides menus to adjust the report's parameters.

  • Reports- print the report to XLSX
  • Timeframe- select a timeframe for the report; a span of months (previous 6, 12 or 24 months), a sliding 12 months, or a single year from the past 5 years. 
  • Show- hide/show UserID, Inactive Users, CSRs, Quoters, or Sales

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The Header

The header will display an overview of the report's parameters, including the selected timeframe and the Show criteria in a True/False status.

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The Report

The report, titled Activity, displays conversation and call log data for each user.

  • Bid Alerts Sent- emails sent by the user via the Bid Board Tile
  • Total Threads- total number of conversations that the user is engaged in
  • Thread Engagement #- total number of replies sent
  • Thread Engagement %- percentage of messages replied to
  • Threads Created- number of conversations created by the user
  • Threads Unread- total number of unread conversations
  • Call Log- total number of calls logged by the user

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Drilling into the Report

Clicking a whole number within a cell will display details about the conversation or call. 

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Clicking the conversation from the filtered view will open the transaction in O4.

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