Published at: 2026-09-17

Quick start

This guide is for CRM system administrators. It helps you finish the initial configuration of system operations data analysis and view your first analysis report in 5 minutes.

Process Overview

flowchart LR
    A[Go to Setup] --> B[Enable analysis toggles]
    B --> C[Configure analysis objects/resources]
    C --> D[Go to BI Workstation]
    D --> E[Create a chart]

Step 1: Go to Setup

Log in to the CRM system and go to Setup > System Operations Analysis.

Step 2: Enable the Analysis Toggles

On the System Operations Analysis configuration page, enable the toggles for these three analysis modules:
  1. User Object Behavior Analysis — once enabled, the system automatically starts recording object operation behavior
  2. User Login Behavior Analysis — once enabled, the system immediately starts aggregating login data
  3. User BI Behavior Analysis — after enabling, manually configure the BI resource types to analyze
For the detailed configuration of each analysis module, see the admin configuration guide of the corresponding component.

Step 3: View Analysis Data

  1. Go to BI Workstation
  2. Click New Chart
  3. In the subject object selector, select the corresponding system operations analysis subject (such as “User Object Behavior Analysis”)
  4. Select the dimensions and metrics to analyze to generate the chart

Next Steps

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