Geopointe

Track Geopointe Usage

Note: These directions only work for Geopointe subscribers. If an admin would like to run these reports, they will also need to be a Geopointe licensing user, because this is run with Geopointe custom objects.

 

Customers often ask “How can I tell who is using Geopointe?” We can answer that now by creating simple Salesforce Reports.

Last Use Report

Since the November 2014 Geopointe release, your system has been collecting usage information. It is stored in a custom object called Geopointe User Usage. Simply, it documents a user's last access to Geopointe and the context (e.g. Map Tab, Salesforce mobile app, etc). This is modeled after the Last Login concept that Salesforce has on the User record.

To see this data, you can create a report. Create a new report based on the Geopointe User Usages Report Type.

Geopointe Usage - Select Report Type

In your configuration, add the User, Last Use, and Last Use Type fields as columns; be sure the Show filter is set to All Geopointe User Usages.

Geopointe Usage - Customize Report

 

Run Report. If you save it, you can add it to a dashboard or schedule the report to be emailed to you.

Geopointe Usage - The Report

Usage History Reporting

Here's a Pro Tip! Salesforce has the ability to track a field's change history. By default this is shut off on the Geopointe Usage object, because it does use storage space. However, it will prove useful if you want to see usage over time. If activated, the system will track updates to the user’s usage record and log the history.

Enabling Field History Tracking

In Salesforce Setup, go to Create | Objects and click through on the Geopointe User Usage object. Edit the object and enable Track Field History.

Geopointe Usage - Enable History Tracking

Click the Set History Tracking button in the Custom Fields & Relationships section. Turn it on for the Last Use and Last Use Type field.

You're done for a while. The system needs time for people to use Geopointe so the usage records get updated; Salesforce will log the history.

Reporting on Usage History

Create a new report based on the Geopointe User Usage History Report Type. That option now appears because you enabled history tracking.

Geopointe Usage History - Select Report Type

Configure the report as shown below. You'll want to report against all Usage History, but filter by the Last Use field. Add the appropriate columns and group by User on the left and Edit Date (grouped by Month, Week or whatever you prefer) along the top. 

Run Report. If you care to save it, you'll have the ability to add it to a dashboard or schedule the report to be emailed to you. In the example below, I filtered for just the last 2 months and grouped by Week.