The Conversations Usage Report

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:

• Users must have admin access to Users and Software.

 1. Select the  icon.

2. Select Configuration from the drop-down list.

3. The Configuration page will appear.

4. Click Users.

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

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

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.

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

Drilling into the Report

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

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