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Viewing analytics reports

Analytics reports provide insights into activity across your organization, including the number of active and archived cases and the users working within the platform.

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Access analytics reports

  • Select Tools in the top-right corner of the page

  • Select Reports

What the report includes

The analytics report typically includes:

  • Filters to view metrics by all time, monthly, quarterly, or annually

  • The number of active cases

  • The number of archived cases

  • The number of users in your organization

When to use this report

Use the analytics report when reviewing overall activity and usage within your organization. This report is commonly used to monitor case volumes, review trends over time, and understand how your organization is using the platform.

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