---
schema_version: "1"
id: b83b66925bf835c8d671ae593acf166d6536a174e3a1f3d3b8a82c61e3666e28
title: Report on Quip User Engagement with Salesforce Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_user_engagement_metrics.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_user_engagement_metrics.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0f4728a6b7b7f56dbb92d016d55719d3300429c8be62e1bb8dbb788bd8dcebea
description: Use reports and dashboards to understand trends in user engagement on embedded documents and templates.
products:
- Quip
- Cross Cloud
release: "264"
---
# Report on Quip User Engagement with Salesforce Reports
Use reports and dashboards to understand trends in user engagement on embedded documents and templates.
### Required Editions
Available in: Lightning Experience
User Permissions Needed
To create and update custom report types:
Legacy Folder Sharing
Create and Customize Reports
AND
Manage Custom Report Types
Enhanced Folder Sharing
Create and Customize Reports
AND
Manage Custom Report Types
To build a dashboard:
Legacy Folder Sharing
Drag-and-Drop Dashboard Builder
Enhanced Folder Sharing
Drag-and-Drop Dashboard Builder
Quip engagement metrics apply to templates and documents added to Quip Lightning components. Quip engagement metrics are turned on by default in all orgs with Quip enabled, except for Salesforce sandboxes. It takes 24 hours for metrics data to refresh.
1. Enable the Quip Metrics and Quip User Engagement Metrics permission sets.
1. In Setup, enter Permission Sets in the Quick Find box.
2. Select the permission set you want to assign Quip user engagement metrics to, or assign it to a new one. Users assigned the Quip User Engagement Metrics permission set can see all linked document titles, regardless of their individual access to them. They can also see which users are interacting with documents associated with Salesforce records.
3. Under System, click **System Permissions** and then **Edit**.
4. Enable Quip User Engagement Metrics and Quip Metrics.
5. Save the action.
2. To add metrics for templates and document user engagement to a Lightning report, create a custom report type.
1. In Setup, enter Report Types in the Quick Find box.
2. Click **New Custom Report Type**.
3. Select a Quip Primary Object for your custom report type.
Tip Quip objects begin with Collaboration. [See Quip Engagement Objects.](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_metrics.htm&release=264.0.0&type=5 "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.")
4. Enter the Report Type Label and the Report Type Name.
The label can be up to 50 characters long. If you enter a name that is longer than 50 characters, the name gets truncated. SOAP API uses the name.
5. Enter a description for your custom report type of up to 255 characters. If you enter a name that is longer than 255 characters, the name gets truncated.
6. Select the category where you want to store the custom report type.
7. Select a Deployment Status. Click **Next** and then save your changes. Quip metric objects don’t have any child objects.
8. To use Collaboration User Engagement Metrics and get metrics on specific user fields like Salesforce user IDs, add fields via lookup.
9. Click **Edit Layout**.
10. Under View: Collaboration User Engagement Metrics Fields, click **Add fields related via lookup**.
11. Select **Salesforce User**, and choose the fields you want to add. Click **OK**.
12. Save the action.
3. Create a report using your new custom report type.
1. In Salesforce, go to the Reports tab and click **New Report**.
2. Select your new custom report type and click **Continue**.
3. Set the Last Updated Date to **All Time** and click **Run**.
4. Add your report to an existing or new Lightning dashboard.
#### See Also
- [_Salesforce Developer Portal_: CollabUserEngagementMetric](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_collabuserengagementmetric.htm)
- [_Salesforce Developer Portal_: CollabUserEngmtRecordLink](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_collabuserengmtrecordlink.htm)