I would use the "User session" object and then group by user. The User session object stores the individual sessions started/ended for a user, you can get to the user from that object as well. The "Active Users Statistics" is only a summary count of sessions, not the sessions by user etc. 

Ryan

Ryan Farley,

Ryan, this worked great. Would you happen to know how to drill into a user record by role (Organization Role). For instance, if I wanted to see how many unique session per month for a particular org role that is assigned to a set of user (Like Sales, IT, etc)? BTW thank you very much for your help.

Greg Sinclair,

Not completely sure you could do that without some dev work. Maybe? Possibly I'm just not thinking through how to organize it. Since a user can have multiple roles and User session is tied to a user. What I would likely do is create a database view to flatten out the data between UserSession and SysAdminUnit (org roles I believe are SysAdminUnitTypeValue of 0 or 1, functional roles 6) with ConnectionType=0 for internal users. Then join between there to UserInRole and then UserSession. Then use that for the dashboard. 

The object you'll want to use for the dashboard or report is the "Bulk email recipient (audience)" object. From that object you can get to the contact and also a count of opens or clicks, and also can get to the bulk email and use the "Started on" date as the date the bulk email started (not necessarily the date the contact received it since it's sent in batches and if you're throttling sending periods, but likely close enough). You can then also group by email category via the bulk email as well. 

Ryan

Also, this would work best as a dashboard, however you could create it as a report using the Excel Reports add-on in the marketplace. 

Hello!

Currently, Creatio does not provide a standard feature to hide empty folders in the folders list without configuring access rights. The folder structure in Creatio will show all static and dynamic folders to users who have access, regardless of whether the folders contain records.

If you require this functionality, it would require a custom implementation, as it is not available out-of-the-box.

What I would likely do is:

1. Create a database view that provides a list of users that are potential lead owners with a count of open leads for each (see sample below)
2. Expose the view as an object (see here)
3. In a process when a new lead is created, add a Read Data element to read from the object above and sort by the open lead count in ascending order. The user read will be the one with the fewest open leads to assign the lead to.

The view could be something like this (this is for postgres and is not tested). You might need to adjust which users are included if you don't want to consider all users (maybe with a join to SysUserInRole to check if they belong to a role?)

create or replace view "UsrVwLeadOwnerCount"
as
 
select 
    con."Id",
    con."CreatedById",
    con."CreatedOn",
    con."ModifiedById",
    con."ModifiedOn",
    con."ProcessListeners",
    con."Id" as "UsrContactId",
    coalesce(leadstat."NumLeads", 0) as "UsrOpenLeads"
from 
    "Contact" con
 
    inner join "SysAdminUnit" adm
    on con."Id" = adm."ContactId" and adm."SysAdminUnitTypeValue" = 4
 
    left join (
        select 
            l."OwnerId", 
            count(l."Id") as "NumLeads"
        from 
            "Lead" l
            inner join "QualifyStatus" qs on l."QualifyStatusId" = qs."Id"
        where 
            qs."IsFinal" = false
        group by 
            l."OwnerId"
    ) as leadstat on con."Id" = leadstat."OwnerId"
 
where
    adm."Name" not in ('Supervisor','Mandrill','SysPortalConnection')
    and 
    adm."Active" = true

(I'd possibly add another subquery for most recently assigned lead date, so you could add a secondary sort on that in case multiple users have the same open lead count). 

Ryan

Hello,

You can implement this logic in a business process, but it cannot be done using standard elements only - a Script Task is required to correctly identify the contact with the lowest lead count.

Here is the recommended approach:

1) Use a Read Data element to retrieve all eligible contacts. Make sure it returns a collection of records.

2) Use a subprocess that runs for each item in this collection. Inside the subprocess, add another Read Data element to count how many leads are currently assigned to that specific contact (using the Owner field or your custom ownership field). Pass the result back to the parent process through process parameters.

3) In the parent process, use a Script Task to analyze the collected results and determine which contact has the lowest lead count.

4) Finally, use a Modify Data element to assign the selected contact to the new lead.

This approach ensures that the system always selects the contact with the smallest workload and distributes leads fairly.

Anastasiia Zhmud,

Can you help with the script task code which i should include in business process?