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Track Progress with Reports and Dashboards

Learning Objectives

After completing this module, you’ll be able to:
  • Create a list view to show whether users have verified their email address or mobile number.
  • Create a report type to customize Identity Verification History reports.
  • Create reports based on Verification History and Identity Verification Methods report types to track an org’s usage of identity verifications methods.
  • List passwordless login verification methods.
  • Create a dashboard to track identity verifications by email and SMS messaging.

Analyze Identity Verification Activity

Northern Trail Outfitters wants to create reports and a dashboard to track identity verification activity. Joel found some instructions to:

  • Create a user list view of active customers to manage identity verifications by user.
  • Create a custom report type and reports to gather information about the community’s identity verification activity.
  • Create a graphical representation of the reports with a dashboard.

Create a User List View to Manage Identity Verifications by User

You can see which users have verified their email address or mobile phone number from the Users page in Setup. But it’s a long list. Let’s create a list view to filter user information to track only user identity verifications and related information. It'll make it easier for us to manage and control verified identities by user.

  1. From Setup, enter Users in the Quick Find box, and click Users.
  2. Click Create New View and name the view MFI Verified Users.
  3. Under Specify Filter Criteria, select Active equals True.
  4. Under Select Fields to display, add and remove fields until you get this list.
    • User Verified Mobile Number
    • User Verified Email
    • First Name
    • Last Name
    • Mobile
    • Email
    • Username
    • Last Login
    • Active
  5. Click Save.

Your view should look like this.

User fields for MFI users View screenshot

Your list of users is now filtered so it’s easy to see which active users have verified their identity and by which method.

Report of active verified users screenshot

Create a Custom Report Type for Identity Verification History

Set up a custom report type to define the reports and fields to make available for identity verification reports and dashboards. The field layout determines which fields the report type contains.

  1. From Setup, enter Report Types in the Quick Find box, and click Report Types.
  2. Click Continue.
  3. Click New Custom Report Type.
  4. For Primary Object, select Identity Verification History.
  5. For Report Type label, enter Verification History, and enter a description.
  6. For Store in Category, select Administrative Reports.
  7. For Deployment Status, select Deployed.
  8. Click Next, and then click Save.
  9. Under Fields Available for Reports, click Edit Layout.
  10. Under Identity Verification History Fields,
    1. Click Add fields related via lookup, click Location. Click: City, Country Code, Login Time, and Subdivision, and then click OK.
    2. Click Add fields related via lookup, click Login History. Click Status. Expand UserId to click Email, Last Login, and Mobile. Expand Profile to click Name, and then click OK.
    3. Click Add fields related via lookup, click Username, and then click Active and First Name, Full Name, and Last Name.
  11. Click Preview Layout to see which fields are available from this report type and then click Save.

The preview should look something like this.

Fields for custom identity verification report type screenshot
Note

Note

To change fields of your custom report type, from the list of Report Types, click the link to name of the report itself not the Edit link.

Create a Report Based on the Verification History Report Type

After creating an Identity Verification History custom report type, we can create reports to track various identity verification statistics. Let’s create a report to track verification history and user activity.

  1. From App Launcher, search for Reports and click Reports.
  2. Select New Report.
  3. Select Verification History, and Continue.
  4. Under Groups, Group Rows, click Add group, and then click Method, and Location:City.
  5. Under Columns, click Add column, and then click User Activity.
  6. Name the report Passwordless Logins by City, and click Save.

Create a Report Based on the Identity Verification Methods Report Type

You can make a variety reports based on the Identity Verification Methods report type. Let’s create a report to track users by username. The Identity Verification Methods is a standard report that lists all the methods that can be used to verify user identities. You can edit the report to track the desired statistics.

  1. From App Launcher, search for Reports, and click Reports.
  2. Select New Report.
  3. Select Identity Verification Methods, and Continue.
  4. Under Groups, Group Rows, click Add group, and then click Username.
  5. Under Columns, click Add column, and click the X next to all columns listed except User Verified Email and User Verified Mobile.
  6. Name the report, Identity Verifications by Username, and click Save.

Create an Identity Verification Dashboard

Northern Trail Outfitters wants an at-a-glance summary of all activity related to identity verifications. And Salesforce has the perfect graphical tool for tracking mobile first identity (MFI) progress with a few clicks. Joel followed these steps to create his own dashboard from the reports he created based on his Verification History and Identity Verification Methods report types.
  1. From App Launcher, search for Dashboard, and click New Dashboard.
  2. Name your dashboard, NTO Identity Verification, and enter a description.
  3. Click Edit.
  4. Click + Component.
  5. From Select Report, choose Passwordless Logins by City, and then click Select.
  6. From Display As, click Stacked Horizontal Bar chart.
  7. Choose Method for Y-Axis, choose Record Count for X-Axis, and Location: City for Stack By.
  8. Enter Passwordless Logins by City for Title.
  9. Click Add.
  10. Click Save, and then Done.

Joel got in the data-visualization groove and added a few of his own dashboard components. He created a Lightning table to list identity verifications by username. He created a stacked horizontal chart to show the breakdown of identity verifications by what triggered the verifications using:

  • Identity Verification Triggered By for name of the report
  • Stacked Horizontal Bar for the chart
  • Location: City for Y-Axis, Record Count for X-Axis, and Triggered By for Stack By
  • Identity Verification Triggered By for Title

Joel added and rearranged his dashboard to look something like this.

Identity Verification Dashboard for Northern Trail Outfitters

Admins and execs are going to love to see passwordless logins adoption at a glance. Good job!

You’ve learned what little effort it takes to give your customers easy access to your community. You’ve learned how to brand and customize your login experience to address your market’s needs. Prepared with your newfound skills (and pretty charts), you can envision your progress at glance. All this with tools that you already own.

With mobile-first identity, customers will be happy with a sign-up process that is as easy to use as a ride-sharing app. You’ll soon build up your customer base by reaching customers wherever they are—at work, at home, on the road, on the train, or on the ferry. On the run.