Generating Reports through the Company Dashboard

 

Parent page: Company Dashboard

The Company Dashboard Reports page provides a range of license usage monitoring and reporting features for On-Demand licensing. These reports can be used to audit how your licenses are used within your organization. This is useful for ensuring that the most efficient use is being made of the available license seats, for anticipating future license requirements, and to determine the usage of individual users.

Main page for reporting/analysis of On-Demand license usage within the Dashboard.Main page for reporting/analysis of On-Demand license usage within the Dashboard.

Reporting is available irrespective of the Altium software version being used.

Supported Reports

The following types of report are available:

  • Real Time Usage
  • Usage History
  • Usage Log
  • Time Log

Switch between these report types using the drop-down options at the top of the page.

Switch report type as needed from the hover drop-down menu.Switch report type as needed from the hover drop-down menu.

Real-Time Usage

The Company Dashboard's real-time usage report provides a detailed summary of how the On-Demand licenses – associated with your Altium account – are currently being used within your organization.

Example report showing real-time usage of On-Demand licenses for an organization. Example report showing real-time usage of On-Demand licenses for an organization.

Statistics for the current utilization of license seats (licenses currently in use are only considered) are shown at the top of the report.

The statistics also make it easier to understand if the same user took multiple seats (when the Used seats number is greater than the Users working now number, as shown in the image above).

By default, all On-Demand licenses that are actually being used will be listed. Use the filtering field (whose non-filtered text displays as Search) to narrow the report to specific licenses as required. Filtering can be by license (product) name or serial number and applies dynamically as you type.

Expanding a license entry by clicking on it will show statistics for users of that license.

Expanding a license to see the usage per user.
Expanding a license to see the usage per user.

  • The line at the top of the user list shows the number of user groups from which the users are currently using the license and the total number of user groups defined in your Altium account. Click a label of a group at the right to show the group name next to the names of corresponding users in the list below and show the entries of these users at the top of the list. Click the label again to reset.
  • Click the Open License control to open the detailed license view on the Company Dashboard's License page.
  • As an administrator for your account, you can force the release of any license seat that is currently being used. To do so, locate the user of the applicable license, hover the cursor over its entry, and click the  button that appears at the right of the entry.

Usage History

This type of report provides a detailed history of how the On-Demand licenses – associated to your Altium account – have been used within your organization. By default, the report lists usage for the previous month, across all used On-Demand licenses, groups and users. Use the associated reporting filters at the top of the page to tailor the results to:

  • A specific Time Interval for the included entries – either the previous month, previous quarter, previous year, or a customized reporting interval of your choosing.
  • Include specific licenses and/or groups and/or users, as required – this will filter the results by these settings.
  • Group the listing entries by a specific time frame (Year, Quarter, Month, Week, or Day) and optionally one or more other fields (Product Name, Activation Code, User, Group). For example, you might want to see license usage over a particular timeframe, and collate that by your defined groups – so selecting Group in the And drop-down field. Extending this further, you could group by Group and Product Name to get a history of usage of every product for every group.

Ensure that you click the Apply button to effect your defined changes.

Any applied filtering will persist as you change between report types. When you refresh the browser or sign out then back in again, all filtering will revert to its default settings.

Example report showing historic usage of On-Demand licenses for an organization. Example report showing historic usage of On-Demand licenses for an organization.

Along with time-logged data for each active user, the report listing provides an approximate working time (Avg Work Time) based on the logged Time Used over the number Days in which the license was used. A figure is also calculated that represents the average use of On-Demand license seats over a specified period. Shown as a percentage (Usage %), this can help in deducing how fully your licenses capacities are being used, subject to the applied filtering.

Usage Log

This type of report provides a detailed usage log for the On-Demand licenses associated to your Altium account, in terms of:

  • Who has used the license, and in which group they were assigned that license.
  • What version of the software they were using.
  • When they started using the license.
  • When they released the license (back into the pool for use by others on the account).

By default, the log reflects usage for the previous month, across all used On-Demand licenses, groups and users. Use the associated reporting filters at the top of the page to tailor the results to:

  • A specific Time Interval – either the previous month, previous quarter, previous year, or a customized reporting interval of your choosing.
  • Include specific licenses and/or groups and/or users, as required.

Click the Apply button to effect your defined changes.

Any applied filtering will persist as you change between report types. When you refresh the browser or sign out then back in again, all filtering will revert to its default settings.

Example report showing the usage log for On-Demand licenses within an organization. Example report showing the usage log for On-Demand licenses within an organization.

Time Log

This type of report provides a detailed time log for the On-Demand licenses associated to your Altium account, in terms of:

  • Who used a seat of a specific license, and in which group they were assigned that license.
  • The time they took the license seat (Action = IN).
  • The time they released the license seat back into the pool for use by others on the account (Action = OUT).

By default, the log reflects timing events for the previous month, across all used On-Demand licenses, groups and users. Use the associated reporting filters at the top of the page to tailor the results to:

  • A specific Time Interval – either the previous month, previous quarter, previous year, or a customized reporting interval of your choosing.
  • Include specific licenses and/or groups and/or users, as required.

Click the Apply button to effect your defined changes.

Any applied filtering will persist as you change between report types. When you refresh the browser or sign out then back in again, all filtering will revert to its default settings.

Example report showing the timing log for events (using/releasing license seats) associated with the On-Demand licenses within an organization. Example report showing the timing log for events (using/releasing license seats) associated with the On-Demand licenses within an organization.

Exporting a Report in CSV Format

The Reports page also offers the option to export the current report to disk in CSV format – compatible with Microsoft Excel and other spreadsheet applications – for administration and accounting purposes. Select the desired report results using the appropriate report type and filtering for your needs, then click the CSV button (or the Download CSV control when the Real Time Usage report type is selected). A zip file with the generated report will be downloaded to the default download location defined for your browser.

Example Usage Log exported into CSV format (the generated file has been extracted from the downloaded zip file and opened in both Notepad++ and Microsoft Excel. Example Usage Log exported into CSV format (the generated file has been extracted from the downloaded zip file and opened in both Notepad++ and Microsoft Excel.

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