Published at: 2026-09-17

System operations data overview


Enterprises analyze system operations data to achieve comprehensive collection, intelligent analysis, and end-to-end management. This creates value in several areas: optimizing business operations, forecasting market demand, improving product performance, enabling precision marketing, and evaluating account value.
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System Operations Data Analysis Capabilities at a Glance

The ShareCRM system operations data analysis product covers three analysis subjects and can aggregate both upstream and downstream data:
Analysis subject Analysis content Configuration effort
User Object Behavior Analysis Operation behavior on all preset and custom objects in the system Enable the toggle + select analysis objects
User Login Behavior Analysis Login data for all login methods plus online status data Only enable the toggle
User BI Behavior Analysis View/New/Export actions on reports, crosstab reports, charts, joined reports, and dashboards Enable the toggle + configure analysis resource types
All three analysis subjects share one configuration entry in Setup. Once enabled, you can run cross-analysis with charts in BI.
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Product Capability Map

User Object Behavior Analysis

Analyze operation behavior on all preset and custom objects in the system, including process-related objects and detail objects. The analyzable operations match the button list in the object’s settings, and the configuration page offers every preset button. Operations from custom buttons are aggregated under the “Edit” button. Beyond the buttons in object settings, the analysis also supports the “View Details” button. After you enable the analysis, the system aggregates View Details data for the object.
  • Statistics for process-related data follow the business object and need no separate configuration. Once you select an object for analysis, the process data generated under that object is included automatically.
  • After you enable the toggle for the “User Object Behavior Analysis” module, the system automatically records menu view data.

User Login Behavior Analysis

Aggregate login data for all login methods, including QR Code Login, Log in via Verification Code, and login through DingTalk or Feishu, as well as online data for users who are logged in and have not logged out. After you enable the module in Setup, no other configuration is required before you can analyze the data.

User BI Behavior Analysis

Aggregate View Details, New, and Export data for these resource types: reports, crosstab reports, charts, joined reports, and data dashboards. After you enable the module in Setup, manually configure the BI resource types to analyze.

Data Permission Description

  • Business function permissions: Governed by the “User Behavior Analysis” module in Setup. By default, CRM administrators and report administrators hold all permissions for this module. Among these permissions, “View All” controls whether you can see all data of every object in the module; the other items control operation permissions for the subject domain.
  • Data permissions: Follow the data permissions of the org structure by default. Data sharing is not supported. You can only share all data of every object in the module through “View All” in the business function permissions.
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Analysis Capabilities

Analyze the data in BI with charts. Select the subject to analyze to enter the chart editing state.
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Each subject includes fields related to downstream data, so you can analyze downstream data based on the subject.
Screenshot: system operations data capabilities
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