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Control 4.5: Copilot Usage Analytics and Adoption Reporting — Portal Walkthrough

Step-by-step portal configuration for establishing usage analytics and adoption reporting capabilities for Microsoft 365 Copilot across the organization.

Prerequisites

  • Role: Global Administrator, Reports Reader, or Usage Summary Reports Reader
  • License: Microsoft 365 E5 with Copilot add-on
  • Access: Microsoft 365 Admin Center

Steps

Step 1: Access Copilot Usage Dashboard

Portal: Microsoft 365 Admin Center Path: Reports > Usage > Microsoft 365 Copilot

  1. Navigate to Reports > Usage in the Admin Center.
  2. Select the Microsoft 365 Copilot report.
  3. Review the dashboard metrics:
  4. Enabled users vs. active users
  5. Usage by application (Word, Excel, PowerPoint, Outlook, Teams)
  6. Feature adoption trends over 7, 30, and 180 days
  7. Active user percentage by department

Step 2: Configure Report Privacy Settings

Portal: Microsoft 365 Admin Center Path: Settings > Org settings > Reports

  1. Navigate to Settings > Org settings > Reports.
  2. Configure privacy settings for usage data:
  3. Show identifiable user information — Disable for general reports, enable only for compliance-authorized viewers
  4. Make report data available to the Microsoft Graph — Enable for programmatic access
  5. For FSI compliance, maintain the ability to identify individual users for supervisory purposes while restricting general access.

Step 3: Set Up Custom Adoption Reports

Portal: Microsoft 365 Admin Center Path: Reports > Usage > Copilot > Download report

  1. Download the detailed Copilot usage report for custom analysis.
  2. Create custom views filtered by:
  3. Business unit / department
  4. User role (front office, back office, compliance)
  5. Feature type (drafting, summarizing, analyzing)
  6. Geographic location
  7. Establish baseline adoption metrics for each deployment wave.

Step 4: Configure Adoption Tracking Metrics

Portal: Microsoft 365 Admin Center / Power BI Path: Reports > Adoption Score

  1. Review the Microsoft Adoption Score for Copilot-related categories.
  2. Define target adoption KPIs:
  3. Active Copilot users as a percentage of licensed users (target: 80%+)
  4. Average interactions per user per week
  5. Feature breadth (number of apps with active Copilot usage per user)
  6. Set up a recurring adoption review cadence (monthly for leadership, weekly for deployment team).
  7. Create Power BI dashboards for detailed adoption analytics if needed.

FSI Recommendations

Setting Baseline Recommended Regulated
Usage report access Admin only Admin + compliance team Restricted role-based access
User identification Anonymized Identifiable for compliance Identifiable with audit trail
Reporting frequency Monthly Weekly Weekly with daily alerts
Adoption target (active/licensed) 50% 70% 80%

Regulatory Alignment

  • FFIEC Management Booklet — Supports compliance with IT investment governance and monitoring
  • OCC Heightened Standards — Helps meet technology utilization and governance expectations
  • SOX Section 404 — Supports internal controls over IT asset management

Next Steps