Usage Insights in BlueDolphin now features a new section that provides various governance reports built in the tool.
These reports were previously spread out across different topics under “Reporting.” Now, they are all available in one simple and user-friendly location.
Governance reports will help maintain oversight of object usage, completeness, and relationships of your BlueDolphin data.
You can access Usage Insights by clicking your Account icon in the top-right corner of the toolbar.
When you open Usage Insights, the Insights column lists all available reports.
The Object title field is clickable. Clicking it navigates directly to the corresponding object in the Objects tab.
For example, when you select Objects on view, the report displays a list of objects along with details such as object definition, creator, and more.
The list below describes what each governance report shows,
Objects on view: Lists all objects and the views they are part of.
Objects not on views: Displays a list of objects that are not part of any view.
Objects and relationships: Lists all relations between two objects with relevant information like relation definition, related object title, and so on.
Object relationship count: Lists of all objects and the total number of relationships it has.
Object completeness: Lists all objects and the completeness score of each object.
Roles and Permissions: Lists all roles and the permissions assigned to each role.
Roles and Users: Shows which users are assigned to which roles. It is useful to track user responsibilities and manage access effectively.
Surveys: It provides insights into each survey’s lifecycle, configuration, and ownership.
This helps improve governance by showing who created a survey, when it was created, and whether it requires attention (for example, expiring surveys for applications).Click the Survey title to edit an active survey. If the survey is no longer available, the system displays an error message.
For a more organized view, select Comfortable mode or choose the columns you want to display.
You can export the report to Excel or CSV using the Print menu in the top-right corner.
Refer to the UI Elements article for more information.
Add Filters
Click the three-dot menu on the column where you want to apply a filter. You can use this menu to sort data, select columns, or group by definition or date, and so on.
Refer to the Table Menu Options article for more information.