Run reports in Lightning Experience that show how and which users engage with documents
and templates associated with Salesforce records. Go further with templates and see what’s working
for your team, and what needs your attention.
Required Editions
Available in: Lightning Experience
Quip Engagement Metric Objects and Fields Use Quip engagement metrics in Lightning reports to measure which users are interacting with documents associated with Salesforce records, and how those users are interacting with them.
Request Historical Engagement Metrics Quip captures 30 days of historical engagement metrics automatically. If you want a more comprehensive view of your user engagement, you can request additional historical metrics from the Quip Admin Console.
Report on Quip Usage with Salesforce Reports Get metrics on how your users engage with templates and documents embedded in Salesforce. Create custom Quip reports and add them to your Lightning dashboards.
Report on Quip Engagement with CRM Analytics Get metrics on how your users engage with templates and documents embedded in Salesforce and connect them to other data sources in CRM Analytics.
