E365 Usage


Purpose

This report is only open to E365 accounts.

Shows your Bentley application usage and spend specific to the E365 billing program. This report is only available to accounts that are on the E365 billing program. This report defaults to the current quarter. All usage beginning with 2019 Q4 is included. All Gross and Net amounts displayed are pre-tax.

Usage day is counted from 0:00 - 23:59 in UTC. There is an exception for E365 accounts on the Australia and New Zealand Pricebook. Those accounts have their times adjusted by +12 hours to compensate for the UTC day crossover in the middle of the workday.

Roles

Users with at least one of the following roles for an E365 account are able to access the report: 

Access

  1. Go to the Subscription Analytics
  2. Click on E365 Usage.

Filters

Name

Description

Country

User's Entitlement Country

Usage Quarter

Calendar quarter in which the application usage took place. Only one quarter may be selected at a time.

Product

Product with ProductID

Feature String

Feature String

Persona

Unique persona attributed to the usage. Depending on the user's Connected status, this will either be an email address or a machine name.

Connection Status

Indicates if the machine has gone through the process to become Connected

Filter by Allocation Group

Toggle that will display Allocation Group in the results and displays the Allocation Group filter.

Allocation Group

Allocation Group. Only allocation groups assigned directly to the IMS user will be present in this report.

Layout - KPIs

Across the top of the page are three Key Performance Indicators.

Name

Description

Prior Quarter Spend

The Net Spend of the closed quarter prior to the Usage Quarter selection.

Current Quarter Spend

The Net Spend of the Usage Quarter selected.

Projected Current Quarter Spend

The Projected Net Spend of the Usage Quarter selected. This is only available for the current quarter. It takes into consideration fixed contracts and the usage patterns between Daily, Quarterly, and Quarterly Subscription usage intervals.

Layout - Spend by Quarter

Displays the cumulative Net Spend over the quarter of the Usage Quarter selected and the  prior closed quarter.

Name

Description

Prior Quarter Spend

The cumulative Net Spend of the closed quarter prior to the Usage Quarter selection.

Current Quarter Spend

The cumulative Net Spend of the Usage Quarter selected.

Today

Marks where today's date is on the Current Quarter Spend line.

Layout - Connected Users

Displays how many of your E365 users have become Connected out of total E365 users for the selected usage quarter.

Name

Description

Connected Users

The number of Personas that were logged in as IMS Users

Total Users

The number of Personas that are not logged in IMS Users.

Layout - Spend by Quarter

A flexible chart which displays your Net spend and allows you to select between Application, Country, and Persona.

Name

Description

Quarter Spend

The Net Spend of the selected usage quarter.

Application

Application. This is the default selection.

Country

User's Entitlement Country

Persona

Unique persona attributed to the usage. Depending on the user's Connected status, this will either be an email address, a machine name, or a Windows user name.

 

Layout - Historic Spend

The Net Spend of every quarter from 2019 Quarter 4 forward. If you have toggled on the Filter by Allocation Group, the stacks will be distributed according to the Allocation Groups.

Name

Description

Spend

The Net Spend.

Usage Quarter

Calendar quarter in which the application usage took place. 

Allocation Group

Allocation Group if the Filter by Allocation Group has been toggled to on.

Layout - Custom Chart

A custom stacked bar chart which displays your Spend from the selected Usage Quarter and allows you to choose the X-axis and the stack dimensions. The default selections are Country and Application. Other options include Allocation Group, Persona, and Usage Date. Some of these dimensions will have many values, so it is recommended to use the filters available in the Selections box to create a chart that helps you. 

Name

Description

Spend

The Net Spend. This cannot be changed to a different measure.

Country

User's Entitlement Country

Application

Application.

Allocation Group

Allocation Group. Only allocation groups assigned directly to the IMS user will be present in this report.

Persona

Unique persona attributed to the usage. Depending on the user's Connected status, this will either be an email address or a machine name.

Usage Date

The specific date during the quarter in which the usage was reported.

 

 Custom Chart Workflow Example

Lets say your organization has implemented a rule that for a certain application, usage should be restricted to one user per day as much as possible. You want to quickly find users that could be significantly violating this rule. This is an example of a workflow that would help you do that

  1. Use the Product filter in the Filters box to select the Application (Product + Feature String) that has this rule.
  2. Use the Top Usage chart to identify the top users (a.k.a Personas) of this application.
  3. Click on the bar of the top five users in the Top Usage chart to filter the report by those users.
  4. Scroll back down to the Custom Chart and
    1. Toggle the Country dimension (the X-axis) to Usage Date.
    2. Toggle the Application dimension (the stacks) to Persona.
  5. The end result will be a bar chart that shows all of the days that at least one of those five users used that application. You can quickly identify days it was used by more than one user, and who those users were.

Layout - Spend and User Days by Application

These are three lists that display the amount of spend and user days by application for the selected usage quarter. They are separated by the usage interval, meaning that there is one chart each for

The plus icon next to the application name can be used to show the specific usage dates for that application.

Name

Description

Application

The E365 Application that was used. Some applications listed are Passports or Visas, which can include usage from multiple products.

Usage Date

The specific date during the quarter in which the usage was reported.

Spend

Net Spend.

User Days

A User Day is the unique combination of Persona and Usage Date. Ex., one Persona on one usage date is 1 User Day. Two personas on one usage date is 2 User Days.

 

Layout - E365 Invoice

These are the details about all of the application usages that make up this report. They are hidden by default but may be toggled on with the Show Details toggle.

Name

Description

Country

User's Entitlement Country

Usage Date

The specific date during the quarter in which the usage was reported.

Application

The E365 Application that was used. Some applications listed are Passports or Visas, which can include usage from multiple products.

Persona

Unique persona attributed to the usage. Depending on the user's Connected status, this will either be an email address, a machine name, or a Windows user name.

Connection Status

Connection Status of the Persona at the time the usage took place. A value of Connected, that indicates the user was logged in. A value of Not Connected indicates the user was not logged in.

Usage Interval

Indicates if the usage interval for the application is Daily, Quarterly, or Quarterly Subscription.

Gross

Gross Spend.

Spend

Net Spend.

Currency

Currency.

IMSID

IMS unique identifier.