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.
Roles
Users with at least one of the following roles for an E365 account are able to access the report:
Access
Filters
Name |
Description |
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 |
|
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 |
|
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
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 |
|
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. |