Tenant Admin Portal - How to Download Adoption Metrics Reports from the Insights Dashboard

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Introduction

The Adoption Metrics tab under Insights provides administrators with visibility into user adoption and engagement across the organization. It helps measure how actively users are using the platform by tracking successful transactions, daily active users, adoption rates across connections or groups, and week-over-week usage trends.

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Prerequisite

You must have admin access to the Tenant Admin Portal.

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Steps to Access Adoption Metrics

1. Log in to the Tenant Admin Portal.
2. From the left navigation menu, click Insights. The Insights dashboard screen is displayed.
3. Click Adoption Metrics tab. The Adoption Metrics page is displayed.
4. You can view and download the following reports.
   1. Tenant level user adoption
   2. Daily Active Users
   3. Users Adoption by Connection/Groups
   4. Week-over-Week Usage

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Tenant Level User Adoption

The Tenant Level User Adoption section displays the percentage of successful transactions out of the total transactions performed during the selected period. The chart includes the following metrics:

• Successful Transactions: The total number of transactions completed successfully.
• Total Transactions: The total number of transactions processed during the selected period.
• User Adoption Percentage: The percentage of successful transactions compared to total transactions.

Do the following:

1. Select the required date range and click OK.

The percentage of successful transactions is displayed.

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Daily Active Users

The Daily Active Users section displays the number of unique users who completed at least one transaction during the selected period.

1. Do one of the following:
   1. Connection:
      1. Select Connection.
      2. Select preferred one or more connections from the Connections drop-down list and click Apply.
      3. Select the specific date and click OK. OR
   2. Group:
      1. Select Group.
      2. Select preferred one or more groups from the Groups drop-down list and click Apply.
      3. Select the specific date and click OK.
2. Click the Download icon and select CSV or Excel.
   Note: You can download the Daily Active Users report in CSV or Excel format.
   The Daily Active Users report is successfully downloaded.

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User Adoption by Connection/Groups

The User Adoption by Connection/Groups section displays adoption metrics for selected connections or groups during the specified period.

1. Do one of the following:
   1. Connection:
      1. Select Connection.
      2. Select preferred one or more connections from the Connections drop-down list and click Apply.
      3. Select the specific date and click OK. OR
   2. Group:
      1. Select Group.
      2. Select preferred one or more groups from the Groups drop-down list and click Apply.
      3. Select the specific date and click OK.
2. Click the Download icon and select CSV or Excel.
   Note: You can download the User Adoption by Connection/Groups report in CSV or Excel format.
   The User Adoption by Connection/Groups report is successfully downloaded.

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Week-over-Week Usage

The Week-over-Week Usage section displays transaction trends by comparing usage across consecutive weeks for selected connections or groups.

1. Do one of the following:
   1. Connection:
      1. Select Connection.
      2. Select preferred one or more connections from the Connections drop-down list and click Apply.
      3. Select the specific date and click OK. OR
   2. Group:
      1. Select Group.
      2. Select preferred one or more groups from the Groups drop-down list and click Apply.
      3. Select the specific date and click OK.
2. Click the Download icon and select CSV or Excel.
   Note: You can download the Week-over-Week Usage report in CSV or Excel format.
   The Week-over-Week Usage report is successfully downloaded.