Reports and Analytics for Engage
- Browser
Managers can view out-of-the-box Engage reports to analyze remote meeting metrics. Managers can use the data from the reports to improve content for customers and provide additional coaching for team members.
The following reports are available:
|
Report Name |
Description |
|---|---|
|
% Executed Engage Meetings with CLM |
Displays the percentage of executed Engage meetings where CLM content was shared vs. not shared over the past and current month. |
|
Executed Engage Meetings by Week |
Displays the number of executed Engage meetings per user per week over the past and current month. |
|
Executed Engage Meetings Top CLM |
Displays the key messages used in the most remote meetings over the past and current month. |
|
Executed Engage Meetings CLM Shared |
Displays the number of executed Engage meetings where CLM content was shared over the past and current month. Includes the key messages used in each remote meeting. |
|
Engage Meeting Avg Duration by Week |
Displays the average Engage meeting duration per user per week over the past and current month. |
|
Started Engage Meetings by Status |
Displays the number of started Engage meetings over the past and current month, sorted by Meeting Outcome Status per user per week. |
|
Scheduled Engage Meetings by Week |
Displays the number of scheduled Engage meetings per user per week over the past and current month. |
Viewing Engage Reports
To view and run the Engage reports, users must have view access to the Engage reports folder. See the Salesforce documentation for more information on sharing report folders.
To view an out-of-the-box report:
- Navigate to the Reports tab. In the Lightning Experience, select All Folders.
- Select the Engage folder.
- Select the appropriate report.
Managers can update the reports, for example, to add new fields, but the updated reports should be saved as new reports to prevent any changes from being overwritten by future Veeva updates.
