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Configure an Expanded Adoption Report

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Background

The Configuration page in the Expanded Adoption report provides various options to customize your report. You can filter usage data by specific tools, identify internal records using your company's email domains, and set a target record generation percentage for external collaborators.

  • Tools to report usage on. Use this setting to filter the report by tools. It enables you to select which tools' data should be included in the report, providing comprehensive usage information for your analysis. For a list of available tools, see Expanded Adoption Report.

  • Company Name (Email Domains). Use this setting to select the email domain names of your company. It allows you to identify the records created by your company's employees. Records created by users not included in this list will be classified as collaborators.

  • Collaborator Record Creation. Use this setting to set the percentage of overall records that you expect your collaborators or partners to generate across your company. The defined percentage will be used as the "Target %" in the Collaborator Analysis page.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level 'Analytics' tool.

  • Prerequisites:

Steps

  1. Navigate to the Company level Analytics tool.

  2. Open the Expanded Adoption report.

  3. Click the Configuration tab or the settings Icon Settings Gear Grey3 icon.
    Leaderboard dashboard showing Leaders and Laggers bar charts by project name, with a navigation menu and Configuration option highlighted.

  4. Configure the following report settings:

    • Tools to report usage on

      • Select all: Mark this checkbox to include usage data for all available tools in the report.

      • (Blank): Mark this checkbox to include usage data without an assigned tool category.

      • [Tool Name]: Expand the drop-down menus for tool categories (such as Cost Management or Project Execution) and mark the individual checkboxes next to the tool names.
        A filter panel listing tools to report on, with checkboxes for Cost Management, ERP Connectors, Pay, Project Execution, and Resource Management.

    • Company Name (Email Domains)

      • Select your email domain names from the drop-down menu.
        Note: You can view your Top Domains list here to see the total number of users and records for each domain.
        UI panel showing Company Name Email Domains settings with a Top Domains table listing 8 domains, 645 users, and 152304 total records.

    • Collaborator Record Creation

      • Select your target percentage from the drop-down menu.
        A settings panel for Collaborator Record Creation with a dropdown menu showing 30% as the selected target value.