---
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title: Quip Engagement Metrics Best Practices
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_template_metrics_best_practices.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_template_metrics_best_practices.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2b16efd767f99bcecf766ef408dade325b44f678af5c7105c8194f911f1bf6b6
description: Keep these best practices in mind when setting up Lightning reports with Quip engagement metrics.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Quip Engagement Metrics Best Practices

Keep these best practices in mind when setting up Lightning reports with Quip engagement metrics.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

## General Best Practices for Quip Engagement Metrics

- To get comprehensive insights into your Quip engagement metrics plans, report on Salesforce objects in addition to Quip collaboration metrics.
- Build reports that focus on trends and trajectories rather than daily metric counts.
- Quip metrics are aggregated for a given day in Coordinated Universal Time (UTC), but Salesforce reports show metrics in your local time zone. To see more accurate metric dates, report on the Metric Date Only and Last Updated Date Only fields rather than Metric Date and Last Updated Date.

## Report on Collaboration Document Metrics

When reporting on Quip document metrics, group the report by the Quip document ID to see a document’s complete Commenter Count, Editor Count, and Viewer Count. To calculate the sum of all engagement counts for a document, add a summary formula to the report.

## Report on Collaboration User Engagement

When reporting on Quip user engagement, use the User records in Salesforce to sort users by department, manager, or another field.

## Report on Salesforce Data with Quip Engagement

To get insights about data such as opportunity close rates with or without Quip, use Tableau CRM reporting rather than Salesforce reporting.