Engage Connect Reports

Veeva compiles a number of reports with data from Engage Connect and delivers them to customers via SFTP or email. These reports allow customers to analyze how their users and HCPs interact with each other in Engage. See Reporting on Engage Connect for more information on how to receive Engage Connect report files from Veeva.

The following Engage Connect reports are available for customers:

Chat Detail
Chat Message
Chat Activity
Forwarded Messages
Engage Meetings
Remote CLM Joins
Meeting Requests
Rep Profile Activity
Brand Profile Activity
Brand Profile Sent Resources via Chat
Brand Profile Sent Resources
In App Invites
Connections
Disconnects
Login Activity
User Overview

Chat Detail Report

The Chat Detail report (lsu_chats_<COMPANY>_<DATETIME>.xlsx) contains all the raw chat data for CRM users in the last 15 months, including all chat messages sent to or received by CRM users. Some examples insights customers can gain from this report include:

Which users are chatting?
What is the context of the chats?
Are the chats compliant?

Identifying information for HCPs are included in this report even if they are not connected to at least one CRM user in the company.

The following information is tracked for each chat message:

Field Name	Description	Example
Country	Two character country code of the CRM user	US
User ID	The CRM user’s Engage Connect ID	hn5YIVVDfZidRoVTNjxSaQ
User Email	The user’s email address	ikehl@verteo.com
Group Name	Engage Connect Group to which the user is assigned in Veeva CRM. Only populated for CRM users.	Cardiovascular
User CRM Org ID	The CRM user’s CRM org ID	00D55000009jdM9AAZ
User CRM ID	The CRM user’s CRM ID	00555000009jdM9AAI
HCP ID	The HCP’s Engage Connect ID	hn5YIVVDfZidRoVTNjxSaQ
HCP First Name	The HCP’s first name	Maria
HCP Last Name	The HCP’s last name	Alves
Sent/Received	Indicates if the message was sent or received by the CRM user	Sent
Forwarded Message Optional Text	The text from the optional message accompanying the forwarded message	Wanted to share this with you
Text	The chat message text	Hello!
Chat Category	Category of the chat message: Approved Content Sample: A message with a sample request If multiple samples are requested, a record displays for each for each requested sample Ping: A message sent to a CRM user where one of the following is true: Ping is enabled for a group or organization in CRM The CRM user is not signed into Engage Connect CRM Link: A message with a web link for content in CRM Engage Link: A message with an Engage meeting link Contact Shared: A message in which a contact is shared Chat	Approved Content
Forwarded Message ID	ID of the original message that was forwarded	mn5YIVVDfZidRoVTNjxSaQ
Forwarded Message Author ID	ID of the sender of the original message that was forwarded	hn5YIVVDfZidRoVTNjxSaQ
Message Read?	Indicates if the message was viewed at time of export	TRUE
Message Clicked?	For messages with links, indicates if the link was selected	FALSE
Attributes	Technical details of complex chat content in the app ex: Approved Content	{"approvedContent": {"id": "FAagdZq-OZJZREqlKBl5Ug", "name": "RLS Patient Guide", "type": "APPROVED_CONTENT", "footer": null, "header": "Here is a patient facing guide for RLS", "linkUrl": "https://d2avdzuiapnq7i.cloudfront.net/4f53275c-26ec-4ec4-9b65-0d0a0c81d79d/354b6a69-79bd-4dbd-80d9-ce25bdf56b8a/354b6a69-79bd-4dbd-80d9-ce25bdf56b8a_source__v.pdf", "message": "Here is a patient facing guide for RLS", "linkBody": "<b><font color='#3D9BD6'>Learn About RLS</font></b>", "linkName": "Learn About RLS", "contentId": "FAagdZq-OZJZREqlKBl5Ug", "footerMap": null, "description": null, "linkImageUrl": "https://vvagency-medview-sandbox.veevavault.com/ui/approved_viewer?token=39570-8a71e7a8-58e4-46ae-8d36-6b0df6247e1a"}}
Time (UTC)	The datetime for when the message was sent, in UTC	2023-03-21 17:14:23
Message ID	Engage Connect Unique ID of the message. The same ID is displayed for all samples requested in the same message.	mn5YIVVDfZidRoVTNjxSaQ
Reference ID	Depends on the chat category: Approved Content: Engage Connect Content ID Samples: Engage Connect Sample ID CRM link: Veeva CRM Sent Message ID, if available Share Contact: Engage Connect User ID	Dn5YIVVDfZidRoVTNjxSaQ
Week Of	The week in which the message was sent. Weeks start on Mondays.	2/21/2022
Title	The CRM user’s title	Sales Representative
Role Category	Role category of the CRM user, populated from the User Type in CRM: SALES MEDICAL KEY_ACCOUNT_MANAGER OPS_ADMIN	SALES
Brands	Brands assigned to the group the CRM user is assigned to	Cholecap

Chat Message Report

The Chat Message report (extract_lsu_chat_messages_<COMPANY>_<DATETIME>.csv) contains all categorized chat data in the last 15 months, without the chat text, including chat records for chats with HCPs and other CRM users. Some example insights customers can gain from this report include:

How many chat messages is each CRM user sending?
How many chat messages of each category are sent?
How many two-way chats are there?
How many one-way chats are there?
How often samples are requested?
Which approved content is sent the most?
Are messages being read?

Identifying information for HCPs are included in this report even if they are not connected to at least one CRM user in the company.

The following information is tracked for each message:

Field Name	Description	Example
Message ID	Unique ID assigned to the message. A new ID is assigned each time a message is forwarded.	mn5YIVVDfZidRoVTNjxSaQ
Connection ID	Unique ID of the connection between the CRM user whose profile is being interacted with and the user who is interacting with the profile.	Cn5YIVVDfZidRoVTNjxSaQ
Date/Time Sent	The datetime for when the message was sent, in UTC	2023-03-21 17:14:23
Chat Category	Category of the chat message: Approved Content Sample: A message with a sample request If multiple samples are requested, a record displays for each for each requested sample Ping: A message sent to a CRM user where one of the following is true: Ping is enabled for a group or organization in CRM The CRM user is not signed into Engage Connect Web Link: A message with a web link for content in CRM Engage Link: A message with an Engage meeting link Contact Shared: A message in which a contact is shared Chat	Approved Content
Forwarded Message ID	ID of the original message that was forwarded	mn5YIVVDfZidRoVTNjxSaQ
Forwarded Message Author ID	ID of the sender of the original message that was forwarded	hn5YIVVDfZidRoVTNjxSaQ
Reference ID	Depends on the chat category: Approved Content: Engage Connect Content ID Samples: Engage Connect Sample ID Web link: Veeva CRM Sent Message ID, if available Share Contact: Engage Connect User ID	Dn5YIVVDfZidRoVTNjxSaQ
Message Read?	Indicates if the message was viewed at time of export	TRUE
Message Clicked?	For messages with links, indicates if the link was selected	TRUE
Content Brand ID	Engage Connect ID of the brand of the content	6n5YIVVDfZidRoVTNjxSaQ
Brand Country	Two character country code of brand	US
Brand Name	Name of the brand	Cholecap
Sender Type	Type of user who sent the chat	REP
Sender User ID	Engage Connect ID of the user	hn5YIVVDfZidRoVTNjxSaQ
Sender Country	Two character country code of the user who sent the chat	US
Sender CRM ID	CRM ID of the user who sent the chat	00555000009jdM9AAI
Sender CRM Org ID	CRM org ID of the user who sent the chat	00D55000009jdM9AAZ
Sender First Name	First name of the user who sent the chat	Ian
Sender Last Name	Last name of the user who sent the chat	Kehl
Sender Email	Email address of the user who sent the chat. Only populated for CRM users.	ikehl@verteo.com
Sender Group Name	Engage Connect Group to which the user is assigned in Veeva CRM. Only populated for CRM users.	Cardiovascular
Receiver Type	Type of user who received the chat	HCP
Receiver User ID	Engage Connect ID of the user who received the chat	hn5YIVVDfZidRoVTNjxSaQ
Receiver Country	Two character country code of the user who received the chat	US
Receiver CRM ID	CRM ID of the user who received the chat	00155000009jdM9AAI
Receiver CRM Org ID	CRM org ID of the user who received the chat	00D55000009jdM9AAZ
Receiver First Name	First name of the user who received the chat	Maria
Receiver Last Name	Last name of the user who received the chat	Alves
Receiver Email	Email address of the user who received the chat. Only populated for CRM users.
Receiver Group Name	Engage Connect Group to which the user is assigned in Veeva CRM. Only populated for CRM users.

Chat Activity Report

The Chat Activity report (extract_lsu_chat_activities_<COMPANY>_<DATETIME>.csv) tracks clicks for all messages containing links in the last 15 months, starting April 2022. This includes chat messages between CRM users, and between CRM users and HCPs.

For chat threads between HCPs, this report only includes clicks on links in forwarded messages if the original author of the message is a CRM user. Clicks for links in the optional message accompanying a forwarded message are not included.

Some example insights customers can gain from this report include:

Which content is clicked most often?
Which content is never clicked?
On what device size are users viewing the content?

Identifying information for HCPs are included in this report only if they are connected to at least one CRM user in the company.

The following information is tracked for each message with a link:

Field Name	Description	Example
Activity ID	Unique ID for the click	ca5YIVVDfZidRoVTNjxSaQ
Message ID	Unique ID of the message. Use this field to link to the raw chat data in the Chat Messages report.	mn5YIVVDfZidRoVTNjxSaQ
Forwarded Message ID	ID of the original message that was forwarded	mn5YIVVDfZidRoVTNjxSaQ
Forwarded Message Author ID	ID of the sender of the original message that was forwarded	hn5YIVVDfZidRoVTNjxSaQ
Content ID	Unique ID of the content or sample	Dn5YIVVDfZidRoVTNjxSaQ
Content Identifier	JSON containing the following information for the sent web link: System = CRM Reference Type = CLM_Presentation_vod Id: Salesforce record ID of the CLM_Presentation_vod record	{"system": "CRM", "referenceType": "CLM_Presentation_vod", "id": "Dn5YIVVDfZidRoVTNjxSaQ"}
Footer ID	Unique ID of the footer	Fn5YIVVDfZidRoVTNjxSaQ
Link Clicked	URL of the link selected in the message	www.cholecap.com/isi
Date/Time Clicked	The datetime for when the link was selected, in UTC	2023-03-21 17:14:23
User Platform	Platform of the user who selected the link: IOS ANDROID WEB	iOS
User Device	Device of the user who selected the link	iPhone SE
User Screen Size	Screen size (height x width in pixels) of the device of the user who selected the link	768 x 1024
User Type	Type of user who selected the link	REP
User ID	Engage Connect ID of the user who selected the link	hn5YIVVDfZidRoVTNjxSaQ
User Country	Two character country code of the user who selected the link	US
User CRM ID	CRM account ID of the user who selected the link This field is not populated for HCPs if the link is sent in a chat thread between HCPs.	0055000009jdM9AAI
User CRM Org ID	CRM org ID of the user who selected the link This field is not populated for HCPs if the link is sent in a chat thread between HCPs.	00D55000009jdM9AAZ

Forwarded Messages Report

The Forwarded Messages report (extract_forward_messages_<COMPANY>_<DATETIME>.csv) tracks forwarded messages when the message forwarded was originally sent by a CRM user for all chat data in the last 15 months, starting April 2023. This includes chat messages between HCPs, and between CRM users and HCPs. Some example insights customers can gain from this report include:

Who is forwarding messages and to whom?
Which CRM user’s messages are forwarded most often?
Are any CRM users’ messages or content going viral?

Identifying information for HCPs are included in this report only if they are connected to at least one CRM user in the company.

The following information is tracked for each forwarded message:

Field Name	Description	Example
Message ID	Unique ID assigned to the message. A new ID is assigned each time a message is forwarded.	mn5YIVVDfZidRoVTNjxSaQ
Optional Rep Message Text	The text from the optional message accompanying the forwarded message	Wanted to share this with you
Forwarded Message ID	ID of the original message	mn5YIVVDfZidRoVTNjxSaQ
Forwarded Message Text	Text of the original message. Blank if the original message is a shared contact.	Here is a fact sheet on RLS.
Forwarded Message Chat Category	Category of the original message	Approved Content
Forwarded Messages Attributes	Any attributes related to the original message	{"approvedContent": {"id": "bIMV1M-jloNrT57vt_3vSA", "name": "RLS Fact Sheet", "type": "APPROVED_CONTENT", "footer": null, "header": null, "linkUrl": "https://d2avdzuiapnq7i.cloudfront.net/4f53275c-26ec-4ec4-9b65-0d0a0c81d79d/ec27028e-2878-4974-85a3-de61c7aafde7/ec27028e-2878-4974-85a3-de61c7aafde7_source__v.pdf", "message": "Here is a fact sheet on RLS.", "linkBody": "<b><font color='#3D9BD6'>Here is a fact sheet on RLS.</font></b>", "linkName": "Here is a fact sheet on RLS.", "contentId": "bIMV1M-jloNrT57vt_3vSA", "footerMap": null, "description": null, "linkImageUrl": null}}
Forwarded Message Author ID	ID of the sender of the original message	hn5YIVVDfZidRoVTNjxSaQ
Date/Time Sent	Datetime when the message was forwarded	2023-03-21 17:14:23
Reference ID	Reference ID of the original message. Only populated when the original message is approved content or a shared contact	Dn5YIVVDfZidRoVTNjxSaQ
Message Read?	Boolean indicating if the message was viewed	TRUE
Forwarded Message Clicked?	Boolean indicating if any link in the forwarded message or the optional message was selected	FALSE
Content Brand ID	Content Brand ID of the original message. Only populated if the original message is associated with a brand (Approved Content or Samples).	6n5YIVVDfZidRoVTNjxSaQ
Brand Country	Two character country code of the brand of the original message. Only populated if the original message is associated with a brand (Approved Content or Samples).	US
Brand Name	Name of the brand of the original message. Only populated if the original message is associated with a brand (Approved Content or Samples).	Cholecap
Author Type	Type of users who sent the original message. Must be a CRM user for the customer.	REP
Author User ID	Engage Connect ID of the sender of the original message	hn5YIVVDfZidRoVTNjxSaQ
Author Country	Two character country code of the sender of the original message	US
Author CRM ID	CRM ID of the sender of the original message	00555000009jdM9AAI
Author CRM Org ID	CRM org ID of the sender of the original message	00D55000009jdM9AAZ
Author First Name	First name of the sender of the original message	Sarah
Author Last Name	Last name of the sender of the original message	Jones
Author Email	Email address of the sender of the original message	sjones@verteo.com
Author Group Name	Name of the group the sender of the original message is assigned to. Only populated when the sender is a CRM user.	Cardiology
Sender Type	Type of user who forwarded the message	REP
Sender User ID	Engage Connect ID of the sender who forwarded the message	hn5YIVVDfZidRoVTNjxSaQ
Sender Country	Two character country code of the sender who forwarded the message	US
Sender CRM ID	CRM ID of the sender who forwarded the message	0055000009jdM9AAI
Sender CRM Org ID	CRM org ID of the sender who forwarded the message	00D55000009jdM9AAZ
Sender First Name	First name of the sender who forwarded the message	Maria
Sender Last Name	Last name of the sender who forwarded the message	Alves
Sender Email	Email address of the sender who forwarded the message	malves@verteo.com
Sender Group Name	Name of the group the sender who forwarded the message is assigned to. Only populated when the sender is a CRM user.	Cardiology
Receiver Type	Type of user who received the forwarded message	HCP
Receiver User ID	Engage Connect ID of the receiver of the forwarded message	hn5YIVVDfZidRoVTNjxSaQ
Receiver Country	Two character country code of the receiver of the forwarded message	US
Receiver CRM ID	CRM ID of the receiver of the forwarded message	00155000009jdM9AAI
Receiver CRM Org ID	CRM org ID of the receiver of the forwarded message	00D55000009jdM9AAZ
Receiver First Name	First name of the receiver of the forwarded message	Clinton
Receiver Last Name	Last name of the receiver of the forwarded message	Ackerman
Receiver Email	Email address of the receiver of the forwarded message	clinton.ackerman@newtonmemorial.com
Receiver Group Name	Name of the group the receiver of the forwarded message is assigned to. Only populated when the sender is a CRM user.

Engage Meetings Report

The Engage Meetings report (extract_lsu_engage_meetings_<COMPANY>_<DATETIME>.csv) tracks attendee joins for Engage meetings since April 2022. Some example insights customers can gain from this report include:

How are users joining Engage meetings?

Identifying information for HCPs are included in this report even if they are not connected to at least one CRM user in the company.

The following information is tracked for each join:

Field Name	Description	Example
ID	Unique ID of the join	Mn5YIVVDfZidRoVTNjxSaQ
Engage Meeting ID	ID of the Engage meeting	2b75ef28-9bbc-409c-86a3-5af4470eb5ba
Participant ID	Participant ID for the meeting	5460977736
Join Type	How the HCP joined the meeting: LINK Select the Engage meeting link outside of the Veeva Engage app UPCOMING_MEETINGS_TAB Selected the Join button in the Upcoming Meetings tab UPCOMING_MEETINGS_DETAILS Selected the Join Meeting button below the Upcoming Meetings tab PREVIOUS_MEETINGS_DETAILS Selected the Join Meeting button below the Previous Meetings tab CHAT Selected the Engage meeting link from a chat message in Veeva Engage MANUAL Joined by typing in a meeting ID and password manually OTHER Used when the join type is unknown	UPCOMING_MEETINGS_TAB
Joined Date/Time	The datetime for when the user joined the meeting, in UTC	2023-03-21 17:14:23
Joined First Name	First name used to join the meeting	Maria
Joined Last Name	Last name used to join the meeting	Alves
HCP ID	Engage Connect Unique ID of the user who joined the meeting. Populated only when the HCP is signed into Engage.	hn5YIVVDfZidRoVTNjxSaQ
HCP Country	Two character country code of the user who joined the meeting. Populated only when the HCP is signed into Engage.	US
HCP CRM ID	CRM ID of the user who joined the meeting. Populated only when the HCP is signed into Engage.	00155000009jdM9AAI
HCP CRM Org ID	CRM org ID of the user who joined the meeting. Populated only when the HCP is signed into Engage.	00D55000009jdM9AAZ

Remote CLM Joins Report

The Remote CLM Joins report (extract_lsu_remote_clm_sessions_<COMPANY>_<DATETIME>.csv) tracks attendee joins for remote CLM since August 2022. Some example insights customers can gain from this report include:

How are users joining remote CLM?

Identifying information for HCPs are included in this report even if they are not connected to at least one CRM user in the company.

The following information is tracked for each join:

Field Name	Description	Example
ID	Unique ID of the join	Mn5YIVVDfZidRoVTNjxSaQ
Engage Meeting ID	ID of the Engage meeting	2b75ef28-9bbc-409c-86a3-5af4470eb5ba
Participant ID	Participant ID for the meeting	5460977736
Join Type	How the HCP joined the meeting: LINK Select the Engage meeting link outside of the Veeva Engage app UPCOMING_MEETINGS_TAB Selected the Join button in the Upcoming Meetings tab UPCOMING_MEETINGS_DETAILS Selected the Join Meeting button below the Upcoming Meetings tab POPUP Joined from in-app popup modal while signed into Engage PUSH Joined from Engage push notification CHAT Selected the Engage meeting link from a chat message in Veeva Engage MANUAL Joined by typing in a meeting ID and password manually OTHER Used when the join type is unknown	LINK
Joined Date/Time	The datetime for when the user joined the meeting, in UTC	2023-03-21 17:14:23
Joined First Name	First name used to join the meeting	Maria
Joined Last Name	Last name used to join the meeting	Alves
HCP ID	Engage Connect Unique ID of the user who joined the meeting. Populated only when the HCP is signed into Engage.	hn5YIVVDfZidRoVTNjxSaQ
HCP Country	Two character country code of the user who joined the meeting. Populated only when the HCP is signed into Engage.	US
HCP CRM ID	CRM ID of the user who joined the meeting. Populated only when the HCP is signed into Engage.	00155000009jdM9AAI
HCP CRM Org ID	CRM org ID of the user who joined the meeting. Populated only when the HCP is signed into Engage.	00D55000009jdM9AAZ

Meeting Requests Report

The Meeting Requests report (extract_lsu_meeting_requests_<COMPANY>_<DATETIME>.csv) tracks the meeting invite requests sent by CRM users and the responses since April 2022. Some example insights customers can gain from this report include:

How many requests were sent?
How many requests resulted in each type of response (accepted, rejected, no response)?

Identifying information for HCPs are included in this report only if they are connected to at least one CRM user in the company.

The following information is tracked for each meeting request:

Field Name	Description	Example
Request ID	Unique ID of the meeting request	qn5YIVVDfZidRoVTNjxSaQ
Sent Date/Time	The datetime for when the meeting request was sent, in UTC	2023-03-21 17:14:23
Requested Meeting Date	The date for the requested meeting	2/22/2022 2023-04-03
Requested Meeting Time	The time for the requesting meeting. Can be the specific time or one of the following: ANY MORNING MIDDAY AFTERNOON EVENING	AFTERNOON
Requested Meeting Type	Type of meeting requested: IN PERSON VIRTUAL PHONE	PHONE
Requested Meeting Status	Status of the meeting request: ACCEPTED REJECTED PENDING NOT APPLICABLE Meeting requests with a Sender Type of HCP are sent from the Engage Scheduling Site. The current status of these meeting requests can be viewed in CRM.	ACCEPTED
Time of Acceptance/Decline	The datetime for when the meeting request was accepted	2023-03-25 12:50:48
Sender Type	Type of user who sent the meeting request	REP
Sender User ID	Engage Connect ID of the user who sent the meeting request	hn5YIVVDfZidRoVTNjxSaQ
Sender Country	Two character country code of the user who sent the meeting request	US
Sender CRM ID	CRM ID of the user who sent the meeting request	00555000009jdM9AAI
Sender CRM Org ID	CRM org ID of the user who sent the meeting request	00D55000009jdM9AAZ
Receiver Type	Type of user who received the meeting request	HCP
Receiver User ID	Engage Connect ID of the user who received the meeting request	hn5YIVVDfZidRoVTNjxSaQ
Receiver Country	Two character country code of the user who received the meeting request	US
Receiver CRM ID	CRM ID of the user who received the meeting request	00155000009jdM9AAI
Receiver CRM Org ID	CRM org ID of the user who received the meeting request	00D55000009jdM9AAZ

Rep Profile Activity Report

The Rep Profile Activity report (extract_lsu_profile_activities_<COMPANY>_<DATETIME>.csv) tracks interactions with CRM user profiles, including clicks and views, since April 2023. Some example insights customers can gain from this report include:

Who is viewing and interacting with each CRM user’s profile?
Which types of interactions are most common?
Which CRM user’s profile is viewed or interacted with most often?

Identifying information for HCPs are included in this report only if they are connected to at least one CRM user in the company.

The following information is tracked for each interaction:

Field Name	Description	Example
Activity ID	Unique ID	6n5YIVVDfZidRoVTNjxSaQ
Reference ID	ID referencing the object from where the profile was accessed	brn5YIVVDfZidRoVTNjxSaQ
Connection ID	Unique ID of the connection between the CRM user whose profile is being interacted with and the user who is interacting with the profile. Only populated if the users are actively connected.	Cn5YIVVDfZidRoVTNjxSaQ
Activity Date	The datetime for when the interaction occurred	2023-03-21 17:14:23
Rep ID of Profile	Engage Connect ID of the CRM user whose profile is being viewed or interacted with	6n5YIVVDfZidRoVTNjxSaQ
Rep Country	Two character country code of CRM user whose profile is being viewed or interacted with	US
Rep CRM ID	CRM ID of CRM user whose profile is being viewed or interacted with	hn5YIVVDfZidRoVTNjxSaQ
Rep CRM Org ID	CRM org ID of CRM user whose profile is being viewed or interacted with	00D55000009jdM9AAZ
Activity Type	Type of interaction with the profile	VIEW_PROFILE
Activity Detail	If Activity Type = VIEW_PROFILE, then this is how the viewer accessed the profile. Otherwise, this field is blank.	SHARED_CONTACT
Viewer User Type	Type of user viewing or interacting with the CRM user profile	HCP
Viewer User ID	Unique ID of the user viewing or interacting with the CRM user profile	Kj1oXdRo8KxhS7CaetJMMw
Viewer Country	Two character country code of the user viewing or interacting with the CRM user profile	US
Viewer CRM ID	CRM ID of the user viewing or interacting with the CRM user profile	0014x000008h0MzAAI
Viewer CRM Org ID	CRM org ID of the user viewing or interacting with the CRM user profile	00Dd0000000fR5VEAU
Viewer Platform	Platform of the user viewing or interacting with the CRM user profile: IOS ANDROID WEB	iOS
Viewer Device	Device of the user viewing or interacting with the CRM user profile	iPhone SE
Viewer Screen Size	Screen size (height x width in pixels) of the device of the user viewing or interacting with the CRM user profile	768 x 1024

Brand Profile Activity Report

The Brand Profile Activity report (extract_lsu_brand_profile_activity_<COMPANY>_<DATETIME>.csv) tracks interactions with brand profiles, including clicks and views, since April 2022. Some example insights customers can gain from this report include:

Which brand profile resources are viewed most often?
Which brand profile resources are never viewed?
On what device size are users viewing the resources?

Identifying information for HCPs are included in this report only if they are connected to at least one CRM user in the company.

The following information is tracked for each interaction:

Field Name	Description	Example
Activity ID	Unique ID of the interaction	6n5YIVVDfZidRoVTNjxSaQ
Reference ID	ID of the object reference - will depend on category and/or type	brn5YIVVDfZidRoVTNjxSaQ
Activity Date	The datetime for when the interaction occurred	2023-03-21 17:14:23
Resource Category	Category of the resource interacted with by the user. Used in conjunction with Resource Type.	HCP
Resource Type	Type of the resource interacted with by the user. Used in conjunction with Resource Category.	LINK
Brand ID	Engage Connect Unique ID of the brand	6n5YIVVDfZidRoVTNjxSaQ
Brand Country	Two char country code of brand	US
Brand Name	Name of brand	Cholecap
User Type	Type of user who interacted with the brand profile	REP
User ID	Engage Connect ID of the user who interacted with the brand profile	hn5YIVVDfZidRoVTNjxSaQ
User Country	Two character country code of the user who interacted with the brand profile	US
User CRM ID	CRM ID of the user who interacted with the brand profile	00555000009jdM9AAI
User CRM Org ID	CRM org ID of the user who interacted with the brand profile	00D55000009jdM9AAZ
User Platform	Platform of the user who interacted with the brand profile: IOS ANDROID WEB	IOS
User Device	Device of the user who interacted with the brand profile	iPhone SE
User Screen Size	Screen size (height x width in pixels) of the device of the user who interacted with the brand profile	768 x 1024
Field Name	Description	Example

Brand Profile Sent Resources via Chat

The Brand Profile Sent Resources via Chat report (extract_lsu_brand_profile_sent_resources_via_chat_<COMPANY>_<DATETIME>) tracks resources sent by HCPs from brand profiles via chat in the last 15 months, starting December 2023. Some example insights customers can gain from this report include:

Which brand profile resources are sent most often?
Which brand profile resources are never sent?
How many people are the resources being sent to?

Identifying information for HCPs are included in this report only if they are connected to at least one CRM user in the company.

The following information is tracked for each sent resource:

Field Name	Description	Example
Message ID	Unique ID of the chat message that includes the brand resource	-3vSfifEOI6LSUR_8r0CAA
Resource ID	Engage Connect ID of the brand resource	eiAFr36mBr5TRm2b6oNdFg
Forwarded Message ID	Only populated if the brand profile resource was forwarded	2uR53wE8Oq2pTqkZk9Y3mQ
Attributes	Includes technical details about the message, for example, resource details, brand name, non-proprietary name, regulatory statement, regulatory footer links	{"brandResource": {"type": "BRAND_RESOURCE", "brand": {"id": "Adeys8WeoocjQe6ysDdS8w", "name": "Cholecap", "regStatementHtml": null, "nonProprietaryName": "Restinerole Dihydrochloride"}, "footers": [], "resource": {"id": "eiAFr36mBr5TRm2b6oNdFg", "icon": "PRODUCT_INFORMATION", "type": "LINK", "title": "Full Prescribing Information", "value": "https://bit.ly/37ul0cK", "subheader": null}, "companyId": "8ldHNfJI9bpqTBeWDMsfag"}}
Date/Time Sent	When the resource was sent	2023-11-02 17:14:23
Brand ID	Engage Connect Unique ID of the brand of the sent resource	Adeys8WeoocjQe6ysDdS8w
Brand Country	Two character country code of the brand of the sent resource	US
Sender Type	Type of user who sent the resource: Rep HCP Test HCP	HCP
Sender User ID	Engage Connect ID of the user who sent the resource	Kj1oXdRo8KxhS7CaetJMMw
Sender Country	Two character country code of the user who sent the resource	US
Sender CRM ID	CRM ID of user who sent the resource. Depends on the type of user: CRM account ID for an HCP CRM user ID for Rep	0018a000026gecSAAQ
Sender CRM Org ID	CRM Org ID of the user who sent the resource	00D8a000001j8whEAA
Receiver Type	Type of user who received the resource: Rep HCP Test HCP	HCP
Receiver User ID	Engage Connect ID of the user who received the resource	x0BsZMBSuIZrQ15p40uDjg
Receiver Country	Two character country code of the user who received the resource	US
Receiver CRM ID	CRM ID of user who received the resource. Depends on the type of user: CRM account ID for an HCP CRM user ID for Rep	0018a00000LzcskAAB
Receiver CRM Org ID	CRM Org ID of the user who received the resource	00D8a000001j8whEAA

Brand Profile Sent Resources Report

The Brand Profile Sent Resources report (extract_lsu_brand_profile_sent_resources_<COMPANY>_<DATETIME>.csv) tracks resources sent by HCPs from brand profiles via email since April 2022.

Sending brand profile resources via email is not supported after 23R3.0.

Some example insights customers can gain from this report include:

Which brand profile resources are sent most often?
Which brand profile resources are never sent?
How many people are the resources being sent to?

Identifying information for HCPs are included in this report only if they are connected to at least one CRM user in the company.

The following information is tracked for each sent resource:

Field Name	Description	Example
Sent Resource ID	Unique ID of the sent resource	6n5YIVVDfZidRoVTNjxSaQ
Resource ID	Engage Connect ID of the brand resource	brn5YIVVDfZidRoVTNjxSaQ
Date/Time Sent	The datetime for when the resource was sent	2023-03-21 17:14:23
Sent to Self?	Boolean indicating if the user sent the resource to Myself	TRUE
Sent to Multiple Addresses?	Boolean indicating if the user sent the resource to more than one recipient	FALSE
Brand ID	Engage Connect Unique ID of the brand of the sent resource	6n5YIVVDfZidRoVTNjxSaQ
Brand Country	Two character country code of brand of the sent resource	US
Sender Type	Type of user who sent the resource	HCP
Sender User ID	Engage Connect ID of the user who sent the resource	hn5YIVVDfZidRoVTNjxSaQ
Sender Country	Two character country code of the user who sent the resource	US
Sender CRM ID	CRM ID of the user who sent the resource	00155000009jdM9AAI
Sender CRM Org ID	CRM org ID of the user who sent the resource	00D55000009jdM9AAZ
Receiver Type	Type of user who received the resource	HCP
Receiver User ID	Engage Connect ID of the user who received the resource	hn5YIVVDfZidRoVTNjxSaQ
Receiver Country	Two character country code of the user who received the resource	US
Receiver CRM ID	CRM ID of the user who received the resource: CRM account ID for an HCP CRM user ID for CRM user	00155000009jdM9AAI
Receiver CRM Org ID	CRM org ID of the user who received the resource	00D55000009jdM9AAZ

In App Invites Report

The In App Invites report (extract_lsu_app_invites_<COMPANY>_<DATETIME>.csv) tracks connection invites sent from the Engage Connect app by entering an HCP’s email address and whether the invite was accepted. This report includes all invites sent since April 2022. Some example insights customers can gain from this report include:

How many invites is each CRM user sending?
How many connections are created from the invites?
How many invites are declined or have no response?

Identifying information for HCPs are included in this report only if they are connected to at least one CRM user in the company.

The following information is tracked for each connection invite:

Field Name	Description	Example
Invitation ID	Unique ID for the invite	6n5YIVVDfZidRoVTNjxSaQ
Date/Time Sent	The datetime for when the invite was sent	2023-03-21 17:14:23
Status	Status of the invite: Accepted Declined No Response	Accepted
Status Date/Time	The datetime for when the invite was accepted or declined. Blank when the status is no response.	2023-03-21 17:14:23
Email Entered	The email address of the recipient of the invite This field is only populated when a CRM user enters the email for an in-app invite.	drsmall@caperegional.com
Sender Type	Type of user who sent the invite	REP
Sender User ID	Engage Connect ID of the user who sent the invite	hn5YIVVDfZidRoVTNjxSaQ
Sender Country	Two character country code of the user who sent the invite	US
Sender CRM ID	CRM ID of the user who sent the invite	00155000009jdM9AAI
Sender CRM Org ID	CRM org ID of the user who sent the invite	00D55000009jdM9AAZ
Receiver Type	Type of user who received the invite	HCP
Receiver User ID	Engage Connect ID of the user who received the invite	hn5YIVVDfZidRoVTNjxSaQ
Receiver Country	Two character country code of the user who received the invite	US
Receiver CRM ID	CRM ID of the user who received the invite. Only populated if accepted.	00155000009jdM9AAI
Receiver CRM Org ID	CRM org ID of the user who received the invite. Only populated if accepted.	00D55000009jdM9AAZ

Connections Report

The Connections report (extract_lsu_connections_<COMPANY>_<DATETIME>.csv) tracks the source and date of connections between two users. Some example insights customers can gain from this report include:

Which sources are most effective for creating connections?

The following information is tracked for each connection:

Field Name	Description	Example
Connection Date/Time	The datetime for when the connection was created	2023-03-21 17:14:23
Connection Source	How the connection was created: IN_APP_INVITE: Connection created from an in-app invite to the recipient’s email address via the Engage Connect app SHARE_LINK: Connection created from the CRM user’s invite link shared from the Engage Connect app REP_PROFILE_CONNECT: Connection created via the Connect button on the CRM user’s profile REP_PROFILE_CHAT: Connection created via the Chat button on the CRM user’s profile REP_PROFILE_PHONE: Connection created via the Phone button on the CRM user’s profile REP_PROFILE_EMAIL: Connection created via the Email button on the CRM user’s profile APPROVED_EMAIL: Connection created from Approved Email invite ENGAGE_MEETING: Connection created from Engage Meeting CRM_SHARE_LINK: Connection created via the Share Engage Invite Link button in the Engage tab in Veeva CRM CRM_ACCOUNT_INVITE: Connection created via the Share Engage Invite Link option from an account in Veeva CRM (More Actions menu or Engage Profile Indicator) OTHER: Used when the source is unknown LEGACY: Used for connections created before April 2022	ENGAGE_MEETING
User 1 Type	Type of user for user 1	HCP
User 1 User ID	Engage Connect ID of user 1	hn5YIVVDfZidRoVTNjxSaQ
User 1 Country	Two character country code of user 1	US
User 1 CRM ID	CRM ID of user 1	00155000009jdM9AAI
User 1 CRM Org ID	CRM org ID of user 1	00D55000009jdM9AAZ
User 1 First Name	First name of user 1	Maria
User 1 Last Name	Last name of user 1	Alves
User 1 Email	Email address of user 1. Only populated for CRM users.
User 1 Group Name	Engage Connect Group to which user 1 is assigned in Veeva CRM. Only populated for CRM users.
User 2 Type	Type of user for user 2	REP
User 2 User ID	Engage Connect ID of user 2	hn5YIVVDfZidRoVTNjxSaQ
User 2 Country	Two character country code of user 2	US
User 2 CRM ID	CRM ID of user 2	00555000009jdM9AAH
User 2 CRM Org ID	CRM org ID of user 2	00D55000009jdM9AAZ
User 2 First Name	First name of user 2	Ian
User 2 Last Name	Last name of user 2	Kehl
User 2 Email	Email address of user 2. Only populated for CRM users.	ikehl@verteo.com
User 2 Group Name	Engage Connect Group to which user 2 is assigned in Veeva CRM. Only populated for CRM users.	Cardiology

Disconnects Report

The Disconnects report (extract_lsu_disconnects_<COMPANY>_<DATETIME>.csv) tracks the reason and date of disconnects between CRM users and HCPs since March 2024. This report only includes the most recent disconnect between a CRM user and an HCP who are still disconnected.

Some example insights customers can gain from this report include:

How are HCPs and CRM users getting disconnected?
Who is initiating the disconnect?

The following information is tracked for each disconnect:

Field Name	Description	Example
Disconnect Date/Time	The datetime for when the users disconnected	2023-03-21 17:14:23
Disconnect Reason	Why the users disconnected: Rep-Initiated HCP-Initiated Rep Inactivation HCP Deletion	HCP-Initiated
User 1 Type	Type of user for user 1	REP
User 1 User ID	Engage Connect ID of user 1	hn5YIVVDfZidRoVTNjxSaQ
User 1 Country	Two character country code of user 1	US
User 1 CRM ID	CRM ID of user 1	00555000009jdM9AAH
User 1 CRM Org ID	CRM org ID of user 1	00D55000009jdM9AAZ
User 1 First Name	First name of user 1	Ian
User 1 Last Name	Last name of user 1	Kehl
User 1 Email	Email address of user 1. Only populated for CRM users.	ikehl@verteo.com
User 1 Group Name	Engage Connect Group to which user 1 is assigned in Veeva CRM. Only populated for CRM users.	Cardiology
User 2 Type	Type of user for user 2	HCP
User 2 User ID	Engage Connect ID of user 2	hn5YIVVDfZidRoVTNjxSaQ
User 2 Country	Two character country code of user 2	US
User 2 CRM ID	CRM ID of user 2	00555000009jdM9AAI
User 2 CRM Org ID	CRM org ID of user 2	00D55000009jdM9AAZ
User 2 First Name	First name of user 2	Maria
User 2 Last Name	Last name of user 2	Alves
User 2 Email	Email address of user 2. Only populated for CRM users.
User 2 Group Name	Engage Connect Group to which user 2 is assigned in Veeva CRM. Only populated for CRM users.

Login Activity Report

The Login Activity report (extract_lsu_login_activity_<COMPANY>_<DATETIME>.csv) tracks login activity for CRM users since April 2022. Some insights customers can gain from this report include:

How often and on what devices are CRM users signing into the Engage Connect app?

The following information is tracked for each login:

Field Name	Description	Example
Login Activity ID	Unique ID for the login	hn5YIVVDfZidRoVTNjxSaQ
ID	Engage Connect Unique ID for the CRM user	rn5YIVVDfZidRoVTNjxSaQ
CRM ID	CRM ID of the CRM user	00555000009jdM9AAI
CRM Org ID	CRM org ID of the CRM user	00D55000009jdM9AAZ
Country	Two character country code of the CRM user	US
First Name	First name of the CRM user	Ian
Last Name	Last name of the CRM user	Kehl
Email	Email address of the CRM user	ikehl@verteo.com
Group Name	Engage Connect Group the CRM user is assigned to in Veeva CRM	Cardiology
Login Date/Time	The datetime of the login	2023-03-21 17:14:23
Platform	Platform of the user who signed in: IOS ANDROID WEB	iOS
User Device	Device of the user who signed in	iPhone 11 Pro
User Screen Size	Screen size (height x width in pixels) of the device of the user who signed in	768 x 1024
OS Version	Version of operating system of the device of the user who signed in	15.0.0

User Overview Report

The User Overview report (extract_lsu_user_overview_<COMPANY>_<DATETIME>.csv) contains general data about CRM users, including an aggregated number of their connections. Some insights customers can gain from this report include:

Which CRM users have signed into the Engage Connect app?
How many CRM users have not signed in?
Which CRM users have the most connections?

The following information is tracked for each CRM user:

Field Name	Description	Example
Created	The datetime for when the CRM user was created	2023-03-21 17:14:23
ID	Engage Connect Unique ID for the CRM user	bZ0gveIghYC7Tk1OZ8HhHw
Country	Two character country code for the CRM user	US
Active?	Boolean indicating if the CRM user is active	YES
First Name	First name of the CRM user	Ian
Last Name	Last name of the CRM user	Kehl
Email	Email address of the CRM user	ikehl@verteo.com
Phone	Phone number of the CRM user	555-867-5309
Role Category	Role category of the CRM user, populated from the User Type in CRM: SALES MEDICAL KEY_ACCOUNT_MANAGER OPS_ADMIN	SALES
Group Name	Engage Connect Group the CRM user is assigned to in Veeva CRM	Cardiology
Title	Title of the CRM user	Cardiology Sales Rep
Brands	Brands assigned to the CRM user	Cholecap, Restolar
CRM Org ID	CRM org ID of the user	00555000009jdM9AAH
CRM Rep ID	CRM user ID	00D55000009jdM9AAZ
License Accepted Date	The datetime for when the CRM user first signed in	2023-03-23 13:08:39
Connections (Active)	The number of active connections for the CRM user	23