Reviewing the Search Usage Trends From the Summary Dashboard

The Summary dashboard is divided into the four following sections: Activity, Keywords, Relevancy, and Content Gaps. You can use this page to review the search activity, evaluate the search relevance, and identify the content gaps of your search (see Required Privileges).

The purpose of the administration console Summary dashboard is to provide a quick overview of various search metrics, such as Query Count, Click-Through, and Average Click Rank, for selectable date intervals such as Last Week or Last Month. Lists of the top queries and keywords with low relevance and without results provide valuable information that can be quickly reviewed on a regular basis to help you identify usage trends and anomalies to determine when further analysis is required.

Information in this topic refers to the out-of-the-box Summary dashboard that can be renamed, modified, or deleted by a member with the required privileges. Consequently, the Summary dashboard may be missing or modified in your Coveo Cloud organization. You can recreate the Summary dashboard using the Summary template (see Creating Usage Analytics Dashboards).

Access the “Summary” Dashboard in Edit mode

  1. If not already done, log in to your Coveo Cloud organization with a user that is a member of a group with the required privileges to manage reports (see Required Privileges).

  2. In the main menu on the left, under Analytics, select Reports.

    The following message appears on the page when the Usage Analytics service is not activated for your Coveo Cloud organization. Contact Coveo Support to activate the usage analytics service for your Coveo Cloud organization.

    This section is not available for your Organization.

  3. In the Reports page:

    • Click the row of the Summary dashboard, and then, in the Action bar, click View.

      OR

    • Double-click the row of the Summary dashboard.

    The Summary dashboard comes out-of-the-box in any Coveo Cloud organization. This dashboard could have been deleted, renamed, or modified. If missing, you can recreate the report using the Summary template (see Creating Usage Analytics Dashboards).

  4. In the Summary dashboard, in the top right corner of the screen, click Edit.

    Changes you made prior accessing the Edit mode are kept. You must thus remove these changes (if unwanted) before saving the report.

Review the Available Graphical and Numerical Metrics

  1. Access the Summary dashboard (see Access the Summary Dashboard in Edit mode).

  2. In the Summary dashboard, inspect the available metric values:

Review the Available Dimension Values to Evaluate Search Interface Activity and Results Relevance

  1. Access the Summary dashboard (see Access the Summary Dashboard in Edit mode).

  2. In the Summary dashboard, inspect the available dimension values:

Set the Date Interval Over Which You Want to Review Search Usage Data

  1. Access the Summary dashboard (see Access the Summary Dashboard in Edit mode).

  2. In the Summary dashboard, in the top right corner of the report, you can quickly go from the actual date interval selected (last week, month…) to the previous period or next period by clicking the left (Icon-LeftArrowb) and right (Icon-RightArrowb) arrow icons respectively or you can click the box containing the actual date range (e.g., Icon-ActualDateRangeb - by default the last 7 complete days) to access the Report Period dialog, and then select the date range you want to review (see Setting the Period to Review Search Usage Data).

    You can select a period that is incomplete (e.g., the current month), in which case your date range selection will always include the latest available events until the period ends (e.g., the first day of the following month).

    You are reviewing data per Month and want to see how statistics are trending for the first two weeks of the current month, so you click the right arrow icon (Icon-RightArrowb).

Add One or More Dimension Filters to Refine Search Usage Analytics Data

  1. Access the Summary dashboard (see Access the Summary Dashboard in Edit mode).

  2. In the Summary dashboard, in the top left corner of the report, access the dialog to add global dimension filters by clicking the filter addition icon (Icon-FilterAdditionc) (see Adding Global Dimension Filters).

Duplicate the Summary Dashboard

  1. Access the Reports page, in the navigation bar on the left, under Analytics, by selecting Reports.

  2. In the Reports page, duplicate the dashboard by clicking the row of the Summary dashboard, and then, in the Action bar, clicking Duplicate (see Duplicate a Report).

    A report named Summary Copy is created and ready to be modified (see Reviewing and Managing Dashboards).

    The report is immediately available in the Reports page.

Delete the Summary Dashboard

  1. Access the Summary dashboard (see Access the Summary Dashboard in Edit mode).

    You do not need to access the Edit mode.

  2. In the Summary dashboard, in the top right corner of the screen, click the More icon (Icon-Dropdownd), and then select Delete.

If you delete the Summary dashboard by inadvertence, you can recreate the dashboard using the Summary template (see Creating Usage Analytics Dashboards).

Required Privileges

The following table indicates the required privileges to view and edit dashboards from the Reports page and associated panels.

Access to dashboards or part of their content may be further restricted as a function of the member (see Managing Usage Analytics Report Access in Reports and Managing Permission Filters).

Action Service - Privilege Required access level
View summary dashboard

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Analytics - Reports

Organization - Organization

View
Edit summary dashboard

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Organization - Organization

View

Analytics - Exports

Analytics - Reports

Edit
Analytics - Administrate Enable