Analytics

The Analytics dashboard shows how your team uses Realm. Navigate to Settings > Analytics in the sidebar. The page has two tabs: Usage data and Reports. On the Usage data tab, your metrics sit in a row across the top of a single card. Click any metric to see its chart below. Use the date range picker and chart type button above the card to change the time window and switch between Bar and Area charts. Each metric shows the current value. When comparable data exists, it also shows the percentage change from the equivalent previous period (e.g. selecting the last 7 days compares against the 7 days before that). An up or down arrow and color show the direction of the change.

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Metrics

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User activity

When you select the Active Users metric, the User Activity section shows a daily breakdown of active vs. inactive users as a stacked chart. Each day uses the membership at the end of that day, so removing a member does not change earlier historical totals.

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Chat activity

When you select the Chats metric, Chats by type breaks down activity across Web, Slack, API, MCP, and Workflow. Chats by agent also appears when agent activity reporting is enabled and data is available.

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RFP analytics

When you select the RFPs Started metric, the top chart shows RFPs started and completed over time, followed by a chart of filled RFP cells. Below the charts you can see summary statistics and breakdowns:

• Rows approved without edits: of the approved rows that received a generated answer, the share approved as is, without manual edits. Rows answered manually or imported are not counted. Shown for the selected period and for each of the three equal-length periods before it, so you can compare against recent history. For example, with a 14-day range you also see the previous 14, 28, and 42 days. Each past period carries a percentage change showing how the selected period compares to it.
• Avg. completion time: the average time from starting an RFP to marking it complete, for RFPs completed in each period. Shown with the same three-period comparison.
• Rows approved and Rows declined: the share of rows in each review state, for RFPs started in the selected period.
• RFPs per owner: how many RFPs each owner started and completed in the selected period.
• Rows per assignee: how many rows each assignee is responsible for, and how many of those are approved.
• Completed RFPs: the RFPs completed in the selected period, with their owner, completion date, and time to complete.

Click Export RFP metrics below the breakdowns to download all of the above as a CSV file.

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Reports

Switch to the Reports tab at the top of the page. Reports are Excel (.xlsx) workbooks containing overall usage data. Depending on your organization’s configuration, they can also include user, query, and agent activity breakdowns for the selected date range. To generate a report, pick a date range and click Generate. The report downloads automatically. Previously generated reports are listed below and can be re-downloaded at any time.