{"type":"doc","content":[{"type":"table","attrs":{"layout":"full-width","width":1800.0,"localId":"0d1f2fb0-1f12-4bc4-9a4b-3296b1b027fc"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[68.0]},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start"},"content":[{"type":"media","attrs":{"width":50,"id":"b8d2e2d5-a442-4c95-81ba-5842e772dd36","collection":"contentId-952057","type":"file","height":50}}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[1116.0]},"content":[{"type":"paragraph","content":[{"text":"Before you begin","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":": ","type":"text"},{"text":"Pulse","type":"text","marks":[{"type":"em"}]},{"text":" may not be enabled for your account. For more information about ","type":"text"},{"text":"Pulse","type":"text","marks":[{"type":"em"}]},{"text":", contact your system administrator.","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"text":"Pulse ","type":"text","marks":[{"type":"em"}]},{"text":"provides in-depth analytics of the ","type":"text"},{"text":"Insight ","type":"text","marks":[{"type":"strong"}]},{"text":"activity for the ","type":"text"},{"text":"Leads","type":"text","marks":[{"type":"strong"}]},{"text":", ","type":"text"},{"text":"Analyze","type":"text","marks":[{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"Forecast","type":"text","marks":[{"type":"strong"}]},{"text":" users in your company. Metrics reported include the number of logins; the number of projects and companies viewed and tracked; the searches run and saved, and the number of exported projects, companies and documents.","type":"text"}]},{"type":"paragraph","content":[{"text":"Note","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":": Your account representative is responsible for creating individual user accounts for your company. If there are no user accounts present, or if you have questions about this procedure, contact ","type":"text"},{"text":"Customer Service.","type":"text","marks":[{"type":"link","attrs":{"href":"https://constructconnect-help.atlassian.net/wiki/spaces/OH/pages/952091"}}]}]},{"type":"paragraph","content":[{"text":"This section contains the following topics: ","type":"text"}]},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{},"macroMetadata":{"macroId":{"value":"f054aaf2-1fa1-485d-9501-579f283925f0"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"581e8cad-dbea-43f4-8960-9ddecbfceb0b"}},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"anchor","parameters":{"macroParams":{"":{"value":"pulseaccessing"},"legacyAnchorId":{"value":"Pulse-pulseaccessing"}},"macroMetadata":{"macroId":{"value":"9cb1ee24-a69c-489f-803c-32fd390bfd1a"},"schemaVersion":{"value":"1"},"title":"Anchor"}},"localId":"278dd119-4235-4d4f-afbb-4a28579da846"}}]},{"type":"rule"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Accessing Pulse ","type":"text"}]},{"type":"paragraph","content":[{"text":"To access ","type":"text"},{"text":"Pulse,","type":"text","marks":[{"type":"em"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"click ","type":"text"},{"text":"Pulse","type":"text","marks":[{"type":"strong"}]},{"text":" at the bottom of the side bar menu:","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Result","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":": The ","type":"text"},{"text":"Pulse","type":"text","marks":[{"type":"em"},{"type":"link","attrs":{"href":"https://constructconnect-help.atlassian.net/wiki/spaces/OH/pages/952051"}}]},{"text":" dashboard","type":"text","marks":[{"type":"link","attrs":{"href":"https://constructconnect-help.atlassian.net/wiki/spaces/OH/pages/952051"}}]},{"text":" is displayed.","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"anchor","parameters":{"macroParams":{"":{"value":"PulseSelectFeature"},"legacyAnchorId":{"value":"Pulse-PulseSelectFeature"}},"macroMetadata":{"macroId":{"value":"2b97c0c6-c259-49cb-af9e-67fb9832d50d"},"schemaVersion":{"value":"1"},"title":"Anchor"}},"localId":"a74ccf94-4f2d-4a49-9ef4-4f61ac269152"}}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Selecting the Dashboard or the Usage Table","type":"text"}]},{"type":"paragraph","content":[{"text":"Pulse","type":"text","marks":[{"type":"em"}]},{"text":" contains two main windows, the ","type":"text"},{"text":"Dashboard","type":"text","marks":[{"type":"em"}]},{"text":" and the ","type":"text"},{"text":"Usage Table","type":"text","marks":[{"type":"em"}]},{"text":":","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"Dashboard","type":"text","marks":[{"type":"em"}]},{"text":" provides summary information of the ","type":"text"},{"text":"Insight","type":"text","marks":[{"type":"strong"}]},{"text":" user activity for your company, including aggregate trends, activity totals and team rankings. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"Usage Table","type":"text","marks":[{"type":"em"}]},{"text":" provides a breakdown of ","type":"text"},{"text":"Insight","type":"text","marks":[{"type":"strong"}]},{"text":" activity for the users in your company, by teams, team members and by unassigned users.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"For more information, see the following: ","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Using the Pulse Dashboard","type":"text","marks":[{"type":"link","attrs":{"href":"https://constructconnect-help.atlassian.net/wiki/spaces/OH/pages/952051"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Using the Pulse Usage Table","type":"text","marks":[{"type":"link","attrs":{"href":"https://constructconnect-help.atlassian.net/wiki/spaces/OH/pages/952042"}}]},{"text":" ","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"paragraph","content":[{"text":"Note","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":": To switch between the ","type":"text"},{"text":"Dashboard","type":"text","marks":[{"type":"em"}]},{"text":" and the ","type":"text"},{"text":"Usage Table, ","type":"text","marks":[{"type":"em"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"from the top left of any ","type":"text"},{"text":"Pulse","type":"text","marks":[{"type":"em"}]},{"text":" window, click to select the feature you want: ","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":250,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":200,"alt":"insight pulse feature switcher","type":"external","url":"https://storage.googleapis.com/salesforce-kb-images/ins/ins_pul_dashboardtab.png","height":178}}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"anchor","parameters":{"macroParams":{"":{"value":"PulseIncldeUnasign"},"legacyAnchorId":{"value":"Pulse-PulseIncldeUnasign"}},"macroMetadata":{"macroId":{"value":"180a54d2-fcef-4d35-9683-2f8d85b4b710"},"schemaVersion":{"value":"1"},"title":"Anchor"}},"localId":"58c14338-49da-42b7-be5c-e79edc1bf839"}}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Including Unassigned Users","type":"text"}]},{"type":"paragraph","content":[{"text":"You can choose to include the activity of those users not yet assigned to a team in the statistics. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To include unassigned users, ","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"toggle the button to make the selection: ","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":250,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":180,"alt":"insight pulse toggle to include unassigned users","type":"external","url":"https://storage.googleapis.com/salesforce-kb-images/ins/ins_pul_includeunassignedusers.png","height":32}}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Repeat to include only those users assigned to teams.","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"anchor","parameters":{"macroParams":{"":{"value":"pulseselectdaterange"},"legacyAnchorId":{"value":"Pulse-pulseselectdaterange"}},"macroMetadata":{"macroId":{"value":"9d25787b-efac-48ab-9b8f-a5d20ccd648f"},"schemaVersion":{"value":"1"},"title":"Anchor"}},"localId":"d131fc14-0be0-4ec5-b765-9d7658e437ff"}}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Selecting the Date Range","type":"text"}]},{"type":"paragraph","content":[{"text":"The date range you select applies to any of the data displayed in ","type":"text"},{"text":"Pulse.","type":"text","marks":[{"type":"em"}]},{"text":" You can select either a custom date range or a preset range, and you can change the selected date range at any time.","type":"text"}]},{"type":"paragraph","content":[{"text":"Note","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":": The default range is 30 days and is the value selected when you first access the menu, even if your account has been active for less time.","type":"text"}]},{"type":"paragraph","content":[{"text":"To select the date range, ","type":"text"}]},{"type":"table","attrs":{"layout":"default","width":760.0,"localId":"f100b2fd-ee64-4704-bdea-3c011ed0bb5f"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#f0f0f0","rowspan":1,"colwidth":[59.0]},"content":[{"type":"paragraph","content":[{"text":"1","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[701.0]},"content":[{"type":"paragraph","content":[{"text":"Click on the date field at the top of the window to display the date range menu:","type":"text"}]},{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"align-start","width":250,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":450,"alt":"insight pulse date field picker","type":"external","url":"https://storage.googleapis.com/salesforce-kb-images/ins/ins_pul_daterangemenu.png","height":154}}]},{"type":"paragraph"}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#f0f0f0","rowspan":1,"colwidth":[59.0]},"content":[{"type":"paragraph","content":[{"text":"2","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[701.0]},"content":[{"type":"paragraph","content":[{"text":"Choose from the following to select the date range.","type":"text"}]},{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

Option

Description

Interactive calendar

In the Date Range menu, click Custom.
Click on the calendar and select the beginning and ending range.

Manual range

In the From and To fields, enter the dates.

Preset date range

in the Date Range menu, select one of the following preset date ranges:

Yesterday
Last 7 Days
Last 30 Days
Last Week

Last Month
Last 3 Months
Year to Date
Month to Date
Last Year

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Yesterday
Last 7 Days
Last 30 Days
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Last Month
Last 3 Months
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Month to Date
Last Year

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