Classic to Console Report Mapping and Rebuilding Guide

ActionBot Activity by User Id

The classic ActionBot Activity by User ID report includes a field called BotValue, which contains either the bot name or the conversation name. This field doesn't have a direct equivalent in the Console template. Instead, users will need to include two separate fields to capture the same information.

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• Use template: ActionBot Analysis

• Add dimensions: [Event Time, User ID, Bot Name, Event Type, Conversation Name, Conversation Node Name]

ActionBot Conversation Breakdown by User Id

Outputs 1 record for each time a user provided input in a bot conversation.

It provides a log of the conversation activity events as a user steers the discussions through different conversation nodes/branches. It includes any user responses to the questions.

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• Use template: ActionBot Conversation Analysis

• Add dimensions: [Event Time, User ID, Bot Name, Conversation Name, Conversation Node Name, User Response]

ActionBot Conversations by User Id

Outputs raw events related to Bots or Conversations, with one record per event. However, it mainly includes the bot name, conversation name, and a few infrequently populated properties (e.g., conversation end reason). As a result, it contains a lot of duplicated data and limited unique value.

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• No recommended recreation

ActionBot Daily Engagement

Outputs 1 record for each Bot and date that users had activity with.

✅ ActionBot Activity

• Use template: ActionBot Analysis

• Add dimensions: [Bot ID, Bot Name]

• Add measures: [Bot Opens, Bot User Interactions, Conversations Started, Conversations Ended]

ActionBot Searches

Outputs 1 record for each time a user searched for a conversation within the bot.

✅ ActionBot User Search Prompts

• Use template: ActionBot Analysis

• Add dimensions: [User ID, Event Time, Bot Name, URL, Searched Term, Conversation Matches for Search]

• Add filters: [Searched Term is not null]

All Unique Users

Outputs 1 record for each user that had WalkMe related events within the exported date range.

✅ Active Users List

• Use template: End Users and WM Engagement

• Add dimensions: [User ID, User All-Time First Seen, User All-Time Last Seen]

• Add measures: [Sessions, Interactions]

Course Completion % by User

Outputs 1 record for each unique pair of user and course that appeared within the events of the exported date range (not for all possible combinations).

Provides statistics of completion for each such user/course pair.

✅ TeachMe User Progress By Course

• Use template: TeachMe Analysis

• Add dimensions: [User ID, Course Name, First Course Started Time, First Course Completed Time, Course Completion Ratio]

Daily Summary Report

Outputs 1 row for each day within the exported date range.

Gather stats about the typical WalkMe activities.

✅ Engagement By Date

• Use template: End Users and WM Engagement

• Add dimensions: [Event Date]

• Add measures: [SmartTip Guidance Views, Smart Walk-Thru Plays, Legacy Walk-Thru Plays, Launcher Clicks, Menu Opens, ShoutOut Views, Shuttle Clicks, Menu Interactions, Resource Views, Survey Views, Task Completions, TeachMe Interactions]

Deployable Report

Outputs 1 record for each child component that is defined as part of WalkMe items.

✅ All WalkMe Items

• Use template: WalkMe Item List

• Add dimensions: [Item Type, Item Name, Item ID, Item Component Name, Item Segments, Item Publish Status, Item Creation Time, Item Last Change Time, Item Component ID]

End User Actions

Outputs 1 record for each time a user interacts with a WalkMe item.

✅ User Engagement Log

• Use template: End Users and WM Engagement

• Add dimensions: [Event Time, User ID, Item Type, Item ID, Item Name, URL]

• Add filters: [Interacted with WalkMe is Yes]

Engaged Unique Users

Outputs 1 record for each user that engaged with WalkMe content within the exported date range.

In comparison with "All Unique Users", this report only shows engaged users.

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• Use template: End Users and WM Engagement

• Add dimensions: [User ID]

• Add measures: Last Session End Time, First Session Start Time, Interactions

• Add filters: [Interacted with WalkMe is Yes]

Engagement by Application

Outputs 1 record for each WalkMe item type that users interacted with.

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• Use template: End Users and WM Engagement

• Add dimensions: [Item Type]

• Add measures: [Users Interacted with WalkMe, Interactions]

• Add filters: [Interacted with WalkMe is Yes]

Engagement By Deployables

Outputs 1 record for each WalkMe item that users had activity with.

✅ Engagement By Item

• Use template: End Users and WM Engagement

• Add dimensions: [Item Type, Item Name, Item ID, Item Segments]

• Add measures: [Users Interacted with WalkMe, Interactions]

• Add filters: [Item Name is not null]

Engagement By Deployables and Language

Outputs 1 record for each WalkMe item and language pair that users had activity with.

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• Use template: End Users and WM Engagement

• Add dimensions: [Item Type, Item Name, Item ID, Item Segments, Language]

• Add measures: [Users Interacted with WalkMe, Interactions]

• Add filters: [Item Name is not null]

Engagement by User

Outputs 1 record for each pair of user and WalkMe item that the user engaged with.

✅ Engagement By User

• Use template: End Users and WM Engagement

• Add dimensions: [User ID, Item Type, Item Name, Item ID]

• Add measures: [Interactions]

• Add filters: [Interacted with WalkMe is Yes]

Exposed Unique Users

Outputs 1 record for each user that was exposed to WalkMe content within the exported date range.

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• Use template: End Users and WM Engagement

• Add dimensions: [User ID]

• Add measures: [Last Event Time, First Event Time]

• Add filters: [Exposed to WalkMe is Yes]

Goal Completions

Outputs 1 record for each unique goal that was reached by users during the exported date range.

✅ Goal Completions

• Use template: Goal Completions

• Add dimensions: [Goal Name, Item Type, Item Name]

• Add measures: [Users]

Goal Completions by User

Outputs 1 record for each time a user reached a goal during the exported date range.

✅ User Goal Completion Log

• Use template: Goal Completions

• Add dimensions: [User ID, Event Time, Goal Name, Item Type, Item Name]

Help Desk Clicks by User

Outputs 1 record for each time a user opens a helpdesk ticket.

✅ User HelpDesk Ticket Log

• Use template: Help Desk Tickets Analysis

• Add dimensions: [Event Time, User ID, URL (without query string)]

Last Smart Walk-Thru Step Reached by User

Outputs 1 record for each user/date and steps that were last played for it's parents.

✅ Walk-Thru Last Steps Reached

• Use template: Walk-Thru Analysis

• Add dimensions: [User ID, Date, Walk-Thru Name, Step Name, Step Id, Step Name, Step Index]

• Add measures: [Step Plays]

• Add filters: [Last Played Step is Yes]

Last Smart Walk-Thru Step Reached Overall

Outputs 1 record for each day and distinct walk-thru step that was last played for it's parent in user interactions.

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• Use template: Walk-Thru Analysis

• Add dimensions: [Date, Walk-Thru Name, Step Name, Step Id, Step Name, Step Index]

• Add measures: [Step Plays]

• Add filters: [Last Played Step is Yes]

Launcher Clicks by User

Outputs 1 record for each distinct pair of date/launcher/user when they cliecked on launchers.

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• Use template: Launcher Analysis

• Add dimensions: [User ID, Date, Launcher Name]

• Add measures: [Launcher Clicks]

• Add filters: [Event Type is click]

Login Review

Outputs 1 record for each user that had WalkMe related events within the exported date range.

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• Use template: End Users and WM Engagement

• Add dimensions: [User ID]

• Add measures: [Days, First Event Date, Last Event Date]

Menu Searches

Outputs 1 record for each time a user searched for a term in the menu.

✅ User Search Log

• Use template: Menu Searches

• Add dimensions: [Event Time, User ID, URL (without query string), Search Term, Resulted Action, Action Type]

Monthly Unique Users Exposed by User ID

Outputs 1 record for each month and user that was exposed to WalkMe content.

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• Use template: End Users and WM Engagement

• Add dimensions: [User ID, Month]

• Add measures: [Users]

• Add filters: [Exposed to WalkMe is yes]

NPS Free Text Responses by User

Outputs 1 record for each unique free text/comment answer that was submitted by a user during a specific date.

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• Use template: Survey Analysis

• Add dimensions: [User ID, Date, Survey Name, Question, Free Text Answer]

• Add measures: [Survey Submissions]

• Add filters: [Question Answer Type is Nps]

NPS Survey Responses by User

Outputs 1 record for each unique rating answer that was submitted by a user during a specific date.

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• Use template: Survey Analysis

• Add dimensions: [User ID, Date, Survey Name, Question, Rating Answer]

• Add measures: [Survey Submissions]

• Add filters: [Question Answer Type is Nps]

Onboarding % Completion by User

Outputs 1 record for each user that had activity with Onboarding tasks during the exported date range (not all users).

✅ Task Engagement By User

• Use template: Task Analysis

• Add dimensions: [User ID]

• Add measures: [Highest Completion Percentage of All Tasks]

Resource Plays by User ID

Outputs 1 record for each distinct pair of date/resource/user that had activity during the date range exported.

✅ User Resource Usage Log

• Use template: Resource Analysis

• Add dimensions: [User ID, Date, Resource Type, Resource Name, URL (without query string)]

• Add measures: [Resource Views]

Search Terms with Timestamp

Outputs 1 record for each time a user submits a search in the menu.

✅ User Search Log

• Use template: Search Analysis

• Add dimensions: [Event Time, User ID, Search Term]

• Add measures: [Menu Searches]

ShoutOut Action Clicks by User

Outputs 1 record for each pair of user/date/shoutout/action name that was clicked during the exported date range.

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• Use template: ShoutOut Analysis

• Add dimensions: [Date, User ID, Shoutout Name, Action Name]

• Add measures: [ShoutOut Views, Action Clicks, Closes by Action Button, Closes By X Button, Closes by Close Button]

• Add filters: [Is Separate UI Action is Yes]

SmartTip Interactions by User

Outputs 1 record for each pair of user/date/smarttip that had activity during the exported date range.

✅ User SmartTip Usage Log

• Use template: SmartTip Analysis

• Add dimensions: [User ID, Date,S martTips Set Name, SmartTip Name]

• Add measures: [SmartTip Guidance Views, SmartTip Validation Checks]

Survey Responses by User

Outputs 1 record for each unique survey answer that was submitted by a user during a specific date range.

✅ User Survey Answers

• Use template: Survey Analysis

• Add dimensions: [User ID, Survey Play Time, Survey Name, Initiator Activity Type, Initiator Name, Question, Main Answer, Free Text Answer]

• Add filters: [Question is not null]

Task Completion % by User

Outputs 1 record for each user that had activity with Onboarding tasks during the exported date range (not all users).

✅ Task Engagement By User

• Use template: Task Analysis

• Add dimensions: [User ID]

• Add measures: [Highest Completed Tasks, Highest Completion Percentage of All Tasks]

Tasks Completed by User

Outputs 1 record for each pair of task / user that had activity during the exported date range.

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• Use template: Task Analysis

• Add dimensions: [User ID, Task Name]

• Add measures: [Last Event Time]

TeachMe Courses Summary

Outputs 1 record for each unique course that users had activity with during the exported date range.

✅ TeachMe Activity By Course

• Use template: TeachMe Analysis

• Add dimensions: [Course ID, Course Name]

• Add measures: [Users Started Course, Users Engaged Course, Users Completed Course, Average Course Completion Duration (minutes)]

TeachMe Item Completions by User

Outputs 1 record for each pair of course item / user that had activity during the exported date range.

✅ TeachMe User Progress By Course Item

• Use template: TeachMe Analysis

• Add dimensions: [User ID, Course Name, Course Item Name, Course Item Type]

• Add measures: [First Step Started Time, First Step Completed Time]

• Add filters: [Course Item ID is not null]

TeachMe Quiz Results

Outputs 1 record for each time a user submitted a quiz (and passed or failed).

✅ TeachMe Quiz Submission Log

• Use template: TeachMe Analysis

• Add dimensions: [User ID, Event Time, Course Name, Quiz Score, Quiz Passmark Score, Quiz Result]

• Add filters: [Quiz Submitted is Yes]

Tracked Events by User

Outputs 1 record for each pair of tracked event/user that appears within the events of the exported date range.

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• Use template: Tracked Events Analysis

• Add dimensions: [User ID, Tracked Event Name]

• Add measures: [Tracked Event Interactions, Sessions]

Tracked Events List

Outputs 1 record for each tracked event defined in the system, regardless of whether it had activity or not.

❌

• No recommended recreation

Tracked Events Log

Outputs 1 record for each time a user triggers a tracked event during the exported date range.

✅ User Tracked Events Log

• Use template: Tracked Events Analysis

• Add dimensions: [User ID, Event Time, Tracked Event Name, URL (without query string)]

Tracked Events Summary

Outputs 1 record for each tracked event triggered during the exported date range.

✅ Tracked Events Activity

• Use template: Tracked Events Analysis

• Add dimensions: [Tracked Event Name, Tracked Event Type]

• Add measures: [Tracked Event Interactions, Average Occurrences per Adopted User]

Unique User Count by Week

Outputs 1 record for each week included in the exported date range.

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• Use template: End Users and WM Engagement

• Add dimensions: [Year, Week Number]

• Add measures: [Users]

User IDs with WalkMe Extension

Outputs 1 record for each pair of user/browser where events were generated through extension.

✅ Users with WalkMe Extension

• Use template: End Users and WM Engagement

• Add dimensions: [User ID, Browser Name, Operating System]

• Add filters: [Extension Version is not null]

Users and Sessions by Country

Outputs 1 record for each country (as extracted based on the IP address) that appears within the exported date range.

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• Use template: End Users and WM Engagement

• Add dimensions: [Country]

• Add measures: [Users, Sessions]

Users Exposed to WalkMe and not Engaged

Outputs 1 record for each pair of user/browser where the user was exposed to WalkMe content but did not engage with it (click, etc).

❌

• No recommended recreation

Users Interacted More than Once

Outputs 1 record for each user that interacted with WalkMe more than once.

❌

• No recommended recreation

Users Not Exposed to WalkMe

Outputs 1 record for each user that was not exposed to any WalkMe content.

❌

• No recommended recreation

Walk-Thru Goal Completions by User

Outputs 1 record for each pair of walk-thru/date/user that completed goals attached to them.

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• Use template: Walk-Thru Analysis

• Add dimensions: [User Id, Date, Walk-Thru Name, Goal Name]

• Add measures: [Goals Completed, Walk-Thru Plays]

Walk-Thru Plays by User

Outputs 1 record for each pair of walk-thru/date/user that had activity during the exported date range.

✅ User Walk-Thru Interaction

• Use template: Walk-Thru Analysis

• Add dimensions: [User Id, Date, Walk-Thru Name]

• Add measures: [Walk-Thru Plays, Walk-Thru Completions]

Walk-Thru Total Plays

Outputs 1 record for each walk-thru that had activity within the exported date range.

✅ Walk-Thru Activity

• Use template: Walk-Thru Analysis

• Add dimensions: [Walk-Thru Name, Walk-Thru ID]

• Add measures: [Walk-Thru Plays, Walk-Thru Completions]

Walk-Thrus Log with Total Steps

Outputs 1 record for each time a user exited a walk-thru (the last step was played within that interaction).

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• Use template: Walk-Thru Analysis

• Add dimensions: [User ID, Walk-Thru Name, Walk-Thru Step Count, Step Name, Step Index, Step Play Time]

• Add filters: [Last Played Step is Yes]

WalkMe Player Opens by URL

Outputs 1 record for each time the Manu was opened by users.

✅ Menu Activity By URL

• Use template: End Users and WM Engagement

• Add dimensions: [URL (without query string)]

• Add measures: [Users Opened Menu, Menu Opens]

• Add filters: [Item Type is Menu and Event Type is open]

WalkThru Error Report

Outputs 1 record for each time a step failed to be displayed to the user.

❌

• No recommended recreation

WalkThru Plays by Initiator

Outputs 1 record for each pair of walk-thru and initiator type that appear within the exported date range.

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• Use template: Walk-Thru Analysis

• Add dimensions: [Walk-Thru Name, Play Initiator Activity Type, Play Initiator Name]

• Add measures: [Walk-Thru Plays]

Weekly Exposed and Engaged Users

Outputs 1 record for each week included in the exported date range.

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• Use template: End Users and WM Engagement

• Add dimensions: [Year, Week Number]

• Add measures: [Users Exposed to WalkMe, User Interacted with WalkMe]