Realm Insights

Allows Realm Admins to use Quickbase to manage crucial elements of their realm.

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This app is where all the magic happens. We recommend only Realm Admins should have access to this application to ensure effective role management of this application evolves. Once the user gets comfortable with the information in this application, the user can begin to add new features and functionality.

This is the second of three applications on the Exchange needed to create the Governance Core Apps. This application cannot run on its own without the help of Admin Console Sync Hub and Realm Logger. Here is the Overview of the Governance Core Apps and their overall purpose.

In this initial phase of Realm Insights, we incorporate all the Admin Console Connected Tables to tell a story. It tracks what we call the Core 5, which are: Apps, Users, User Tokens, Pipelines, and Connected Tables. Managing these attributes of the realm will enable the Realm Admin to gain more insights related to the overall health of the realm. This foundation is key as the Realm Admin gains more understanding and looks to enhance the app by using Quickbase to manage Quickbase. Some insights that will be immediately gained are:

Apps

  • # apps not accessed/created in last X days
  • # apps per app manager
  • # EOTI Apps or Apps with vendor access

Users

  • Non-company emails using realm
  • Changes in user permissions
  • Users without activity in apps

User Access

  • # apps accessed per user
  • # apps accessed in a timeframe
  • App level permissions per user per app

User Tokens

  • # Tokens owned by denied users
  • # Tokens w/o descriptions
  • # Active/Inactive Tokens

### Pipelines - # of Pipelines by Last Triggered range - # Pipelines w/o Descriptions - # Pipelines that are On/Off

Connected Tables

  • # of Connected Tables by Last Refresh range
  • # Connected Tables per Owner
  • # of Connected Tables by Data Source

It also provides a bounty of resources and access to a FAQ and Idea Submission feature to improve the Governance Core Apps and allow the Community to improve the overall journey of Governance of Quickbase. If you run into issues that can't be solved for, the app allows you to schedule time to receive support building additional features (Audit Logs, Platform Analytics, Event, Tables, Fields, etc.).

This core of applications is the first step in your Center of Excellence journey with Quickbase and our up-and-coming additions to our Governance Workflow Tools.