Touchpoint events
Use Touch Point Events to see when your users open the websites you monitor. Each row is one touch point recorded by the Workstation Agent — the page that was opened, its URL, who opened it, on which workstation, and when.
A touch point is not a session. The Workstation Agent records the moment a monitored website is opened, but it can't tell whether the user is still on that page, so touch points have no duration and no end time. For access counts, top URLs, and trends over time, use the Touch-Point Events dashboard in BI Reports.
Open the OpenLM Platform app launcher (grid icon, top-right) and select Agents → Touch Point Events. In the app, the page is titled Touch Points Events and sits in the Reporting group of the left navigation.
Before you start: Install the OpenLM Workstation Agent on your target machines and approve the websites you want to monitor in Agents Hub.
Related: Agents Hub · Process Sessions
Prerequisites
- Workstation Agent: Install the Workstation Agent on each target machine. You can monitor connected agents in Agent Activity Manager.
- Agents Hub: Turn on web service discovery and approve the websites you want to monitor. See the Agents Hub configuration guide.
Select the websites to monitor
Websites are not monitored until you approve them in Agents Hub:
- In Agents Hub, open Discovered web services and review the websites the agents have detected.
- Approve a website to start recording touch points for it, or toggle it off to leave it out.
- You can also add a website by hand, including a specific subdirectory, to track a page that hasn't been detected yet.
Touch points recorded for approved websites appear in this report.
If Report web services anonymously is turned on in Agents Hub, discovery reports the domains users access without capturing user identifiers such as the username and host machine, so those events are not attributed to a user or a workstation in this report.
The Touch Point Events report
The Touch Point Events report — one row per touch point, with dropdown filters, a date range, and CSV export.
Each row is one recorded touch point, with the following columns:
| Column | What it shows |
|---|---|
| Page Title | The title of the page at the moment it was opened |
| Url | The full address of the page that was opened |
| User | The user who opened the page |
| Workstation | The machine the page was opened on |
| Time | When the touch point was recorded |
| Event Type | How the touch point was captured. Browser is the only type currently reported. |
Every column can be sorted. Time follows the date format and time zone from your platform settings. When a value wasn't recorded — a page with no title, for example — the cell stays empty.
To show, hide, or pin columns, open the column menu (the ⋮ icon at the right of the header row) and select Columns. Only Time and Event Type can be hidden. Page Title, Url, User, and Workstation are always visible.
Show, hide, or pin the Time and Event Type columns from the column menu.
Long URLs and page titles are shortened to fit the column. Drag the edge of a column header to widen it, or drag the header itself to reorder the columns. The grid remembers your layout in the browser.
Filter the report
The dropdowns above the table filter the report by the values recorded in your touch points:
- Username and Workstation — Select one or more values in each dropdown, then select Apply. Both dropdowns have a search box and load more values as you scroll.
- Values within one dropdown are combined with OR; the two dropdowns are combined with AND.
- Each dropdown offers every user and workstation on record — the list isn't narrowed by the other dropdown or by the date range.
- Clear empties both dropdowns and the date range, and reloads the report.
Filter dropdowns are searchable, and you can select multiple values.
The report has no filters for page title, URL, or event type. To narrow the report by website, export it and filter the CSV, or use the Touch-Point Events dashboard in BI Reports, which filters on Found URL.
Filter by date
Select Usage Range narrows the report to the period a touch point was recorded in. Open the calendar and pick a Select Preset value (Last 7 Days, Last 30 Days, Last 60 Days, Last 180 Days, or Last 360 Days), or pick Custom and select a start and end date. The date range applies immediately when you pick it — no Apply needed.
Pick a preset or a custom range — the report reloads immediately.
Search and refresh
- Search highlights matching text in the rows currently on screen (page title, URL, user, workstation, and event type). It doesn't change which rows are shown — use the filters for that.
- Refresh reloads the report. A dropdown selection you haven't applied yet is picked up by the reload — as it is when you sort a column or move to another page — so select Apply to keep the report and the dropdowns in step.
Export to CSV
Select the export button (next to Refresh) to download the report as Touch Point Events.csv. The export includes the entire filtered report, not only the current page.
- Select Apply before exporting. Like a reload, the export uses whatever is currently selected in the dropdowns, even if you haven't applied it yet, so an unapplied selection produces a CSV that doesn't match the report on screen.
- A date range is applied to the export only when it has an end date. If you select a start date and leave the end date empty, the export isn't limited by date.
Pagination
The report follows the Number of records per page setting in UI Configurations (25 rows per page when not set). Switch to 50 or 100 with Items per page at the bottom of the table.