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Welcome to Squivr Support

Org Chart History Reporting & Queries

This article explains how to report on Org Chart History for adoption and usage, along with SOQL queries that can be run in the Salesforce Developer Console.

Object Overview

Object API Name
squivr__Org_Chart_History__c

Purpose
Captures user interactions and changes made in the Org Chart UI. This enables admins and analysts to track:

  • User adoption

  • Feature usage

  • Account-level engagement

  • Configuration adoption

Key Fields

LabelAPI NameTypeNotes
Accountsquivr__Account__cLookup (Account)Account context for the event
Contactsquivr__Contact__cLookup (Contact)Contact context for the event
Eventsquivr__Event__cPicklistEvent type (see below)
Drag Field Updatedsquivr__Drag_Field_Updated__cText (255)Field updated via drag-and-drop
Create Menu Actionsquivr__Create_Menu_Action__cText (255)Create menu action taken
Original Field Valuesquivr__Original_Field_Value__cText (255)Pre-change value
New Field Valuesquivr__New_Field_Value__cText (255)Post-change value
Org Chart Configuration Idsquivr__Org_Chart_Configuration_Id__cText (255)Configuration used
Created DateCreatedDateDatetimeTime-based reporting
Created ByCreatedByIdLookup (User)User adoption reporting

Event Type (squivr__Event__c)

  • Drag and Drop

  • Detail Panel Opened

  • Card Color Updated

  • Record Moved into Parking Lot

  • Record Moved out of Parking Lot

  • Independent Records Removed

  • 5-Star Rating Entry

  • Sentiment Entry

  • Account Role Entry

  • Opportunity Role Entry

  • Custom Relationship Entry

  • Export

  • Create Menu

  • View Roles

  • View Sentiment

  • View Ratings

  • View ArcSight

Reporting (Adoption & Usage)

In Salesforce Reports, the report type appears as Org Chart History and is backed by squivr__Org_Chart_History__c.

Core Adoption Reports

Active users by month

  • Group By: Created Date (Calendar Month)

  • Summaries: Row Count, Unique Created By (optional)

  • Filter: Created Date = Last 12 Months

Active accounts (last 30 / 90 days)

  • Report Type: Org Chart History with Accounts

  • Filter: Created Date = Last 30 Days or 90 Days

  • Group By: Account

  • Filter: Account is not blank

Top users (adoption leaders)

  • Filter: Created Date = Last 90 Days

  • Group By: Created By

  • Sort: Row Count (Descending)

Usage & Feature Adoption Reports

Feature usage mix

  • Filter: Created Date = Last 90 Days

  • Group By: Event

Drag-and-drop updates

  • Filter: Event = Drag and Drop

  • Columns:

    • Drag Field Updated

    • Original Field Value

    • New Field Value

    • Created By

    • Created Date

Create menu usage

  • Filter: Event = Create Menu

  • Columns:

    • Create Menu Action

    • Created By

    • Created Date

    • Account

Parking Lot movement

  • Filter:

    • Event = Record Moved into Parking Lot

    • Event = Record Moved out of Parking Lot

  • Group By: Event

Engagement with detail views

  • Filter:

    • Detail Panel Opened

    • View Roles

    • View Sentiment

    • View Ratings

    • View ArcSight

Developer Console Queries

Overall usage volume

SELECT COUNT()
FROM squivr__Org_Chart_History__c

Events by type (feature usage mix)

SELECT squivr__Event__c, COUNT(Id)
FROM squivr__Org_Chart_History__c
GROUP BY squivr__Event__c
ORDER BY COUNT(Id) DESC

Usage trend by month

SELECT CALENDAR_YEAR(CreatedDate),
       CALENDAR_MONTH(CreatedDate),
       COUNT(Id)
FROM squivr__Org_Chart_History__c
GROUP BY CALENDAR_YEAR(CreatedDate),
         CALENDAR_MONTH(CreatedDate)
ORDER BY CALENDAR_YEAR(CreatedDate),
         CALENDAR_MONTH(CreatedDate)

Unique active users (last 90 days)

SELECT COUNT_DISTINCT(CreatedById)
FROM squivr__Org_Chart_History__c
WHERE CreatedDate = LAST_N_DAYS:90

Top users (last 30 days)

SELECT CreatedBy.Name, COUNT(Id)
FROM squivr__Org_Chart_History__c
WHERE CreatedDate = LAST_N_DAYS:30
GROUP BY CreatedBy.Name
ORDER BY COUNT(Id) DESC

Active accounts (last 90 days)

SELECT squivr__Account__r.Name, COUNT(Id)
FROM squivr__Org_Chart_History__c
WHERE CreatedDate = LAST_N_DAYS:90
  AND squivr__Account__c != null
GROUP BY squivr__Account__r.Name
ORDER BY COUNT(Id) DESC

Events for a single account

SELECT CreatedDate,
       CreatedBy.Name,
       squivr__Event__c,
       squivr__Drag_Field_Updated__c,
       squivr__Original_Field_Value__c,
       squivr__New_Field_Value__c,
       squivr__Create_Menu_Action__c
FROM squivr__Org_Chart_History__c
WHERE squivr__Account__c = '001XXXXXXXXXXXXXXX'
ORDER BY CreatedDate DESC

Create menu actions breakdown

SELECT squivr__Create_Menu_Action__c, COUNT(Id)
FROM squivr__Org_Chart_History__c
WHERE squivr__Event__c = 'Create Menu'
GROUP BY squivr__Create_Menu_Action__c
ORDER BY COUNT(Id) DESC

Drag-and-drop field updates breakdown

SELECT squivr__Drag_Field_Updated__c, COUNT(Id)
FROM squivr__Org_Chart_History__c
WHERE squivr__Event__c = 'Drag and Drop'
GROUP BY squivr__Drag_Field_Updated__c
ORDER BY COUNT(Id) DESC

Configuration adoption

SELECT squivr__Org_Chart_Configuration_Id__c, COUNT(Id)
FROM squivr__Org_Chart_History__c
WHERE squivr__Org_Chart_Configuration_Id__c != null
GROUP BY squivr__Org_Chart_Configuration_Id__c
ORDER BY COUNT(Id) DESC

Recent history (last 200 records)

SELECT CreatedDate,
       CreatedBy.Name,
       squivr__Event__c,
       squivr__Account__r.Name,
       squivr__Contact__r.Name
FROM squivr__Org_Chart_History__c
ORDER BY CreatedDate DESC
LIMIT 200
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