Customer Engagement & Dynamics CRM Forum

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  • 1.  Usage report on Users

    SILVER CONTRIBUTOR
    Posted 17 days ago
    We have 2016 on-premise, is there a way to pull a report to see user activity? Looking to see how many of the users actually use it.

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    Janet Grant
    Manager- Sales Operations
    Salient Management
    Horseheads NY
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  • 2.  RE: Usage report on Users

    SILVER CONTRIBUTOR
    Posted 17 days ago

    Take a look at Audit table. It has at the very least user access data. If auditing is enabled for some entities in your instance, Audit table will have that data as well. Here's an excellent breakdown of the Audit table: Audit Table Details

     

    Tony Suslovich

    Client Systems Team Lead | Client Services | Digital Technology

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  • 3.  RE: Usage report on Users

    GOLD CONTRIBUTOR
    Posted 17 days ago
    Edited by Junbin Duan 17 days ago
    Hi Janet,

    I would suggest to try to go to Settings / Auditing in System group, then open "Audit Summary View", you might find what you want.

    If nothing there, then you need to enable audit from Settings/Administration/System Settings/Auditing tab to start audit by checking "Start Auditing"

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    Junbin Duan
    Senior Application Developer
    National Research Council Canada
    Ottawa ON
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  • 4.  RE: Usage report on Users

    Posted 17 days ago
    Hello,
    We struggled with this as well and aside from opening up each user and reviewing the audit history, there isn't much you can do with your instance.  If you were on the cloud I would recommend using a flow, it is what we eventually did because the manual process was rough. You might want to see if there is something you can use from XRM Toolbox but it is likely limited.
    Good Luck!

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    Vanessa Lopez
    Black Knight Financial Services
    Jacksonville FL
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  • 5.  RE: Usage report on Users

    Posted 14 days ago
    Hi Janet,

    If by user activity you mean simply accessing the application, then audit history may be help as others have suggested depending on your settings.

    If it's specific user activity, what I have done is an advanced find of new accounts (for example) created in the last 6 months and who created the account. I extract this to excel and then do a vlookup using an extract of all enabled users. I can then see who has or hasn't created an account. I do this for core records only; accounts, contacts, activities. You could also do the same for accounts modified in the last 6 months. We are on 2015 on-premise and although it's manual it does give us some idea of user activity.

    I hope this helps




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    Olga
    System Administrator
    Australia
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  • 6.  RE: Usage report on Users

    GOLD CONTRIBUTOR
    Posted 14 days ago

    Hi Janet
    Have a view at the Xrm Toolbox "User Audit Viewer". It's free and does exactly what you need. 

    By the way, Xrm Toolbox has some other great tools too.

    Kind regards

    Heinz




  • 7.  RE: Usage report on Users

    TOP CONTRIBUTOR
    Posted 14 days ago
    Audit is definitely the way to go.  Because you are On-Prem, you can use SQL Queries to generate the Data

    select userid, useridname, count(1) Num
    from audit A
    where A.CreatedOn > '1/1/22'
           and userid != 'FFFFFFFF-FFFF-FFFF-FFFF-FFFFFFFFFFFF'
           and userid != 'FFFFFFFF-FFFF-FFFF-FFFF-FFFFFFFFFFFF'
           and userid != 'FFFFFFFF-FFFF-FFFF-FFFF-FFFFFFFFFFFF'
    group by userid, useridname

    In or case, we exclude some System Id's that are used in Workflows and Integrations, since they are not Users

    It would be easy enough to create an SSRS Report using the above Query and Import it into CRM to make it more accessable and better formatted

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    Gerry Yurko
    CRM Developer
    Crown Castle Fiber Networks
    Boxborough MA
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