---
title: Add visit metric cards
slug: '1563'
canonical_url: https://docs.coveo.com/en/1563/
collection: coveo-analytics
source_format: adoc
---
# Add visit metric cards
[dashboards](https://docs.coveo.com/en/256/) offer many ways to review the data collected by [Coveo Analytics](https://docs.coveo.com/en/182/) (see [Review and manage dashboards](https://docs.coveo.com/en/1542/)).

You can, among other things, add visit [metric](https://docs.coveo.com/en/263/) cards to dashboards to quickly evaluate the number of user visits in which one or more particular events occur, such as a case deflection after a user opened at least an item.

## Add visit metric cards in dashboards

. In an existing dashboard, access Edit mode by clicking **Edit** in the upper-right corner.

> **Note**
>
> In a [new dashboard](https://docs.coveo.com/en/1631/), the report is in Edit mode by default.

. In a section, click **Add card to section** to access the **Add a Card** dialog.

> **Note**
>
> You can also [duplicate](https://docs.coveo.com/en/1804/) an existing card with [copy16px], and then only modify what needs to be different.

. In the **Add a Card** dialog:

.. Select **Visit Metric**.

> **Note**
>
> You can proceed two different ways to only keep the visits you want to review.
> You can add inclusion filters or a combination of both inclusion and exclusion filters.
> You can't use exclusion filters alone as no user visits would be included in the card.

.. In the first input, enter a meaningful **Card title** (for example, `Number of Unique Visits in Which a Case Deflection Occurred`).

> **Note**
>
> When you leave the box empty and save the dashboard, the card title will be the selected metric (for example, `Unique Visits`).

.. Under **Select the visit-related metric to show**, click the dropdown menu, and then select the available visit-related [metrics](https://docs.coveo.com/en/2041/):

*** **Unique Visits**: The number of visits based on unique IP addresses and user names.

*** **Visit Clickthrough (%)**: The number of visits with at least one click divided by the total number of visits.

*** **Visits With Clicks**: The number of visits with at least one click.

*** **Visits With Manual Search Events**: The number of visits with at least one query performed by a user using the search box.

> **Note**
>
> User query refinements are excluded.

.. Under **Show visits containing**, click in the dropdown menu, and then select between four event categories (**an event**, **a search event**, **a click event**, or **a custom event**).

> **Note**
>
> Custom data can only be leveraged when using the UA Protocol.
> If your Coveo implementation uses the [Event Protocol](https://docs.coveo.com/en/o3r90189/), custom event types shouldn't be added to a report since they won't function as expected.

.. Access the dialog to [add global dimension filters](https://docs.coveo.com/en/1675/) by clicking icon:filter-add-2[alt=filter-add-2,width=16].

![Visit metric card filter showing custom event and country criteria | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/visit-metric-card-filter.png)

Once created, the filters appear under **Show visits containing** and only the user visits meeting your criteria appear.

> **Notes**
>
> * You can add filters to apply on another event category by clicking the **And at least** link.
> The visits that appear will then match these two parameters.
>  
> For example, you want to browse user visits in which an item was opened and a case deflection occurred.
>  
> ![Visit metric card showing click and custom event filters | Coveo](:https://docs.coveo.com/en/assets/images/coveo-analytics/visit-metric-card-two-filters.png)
> 
> * Once you're done with the filters, you can bookmark the web page or copy/paste the URL in the place of your choice to be able to later access the same state of the **Visit Browser**.

.. [[Exclude]]When you want to add exclusion filters, select the **Exclude visits containing** checkbox and then add one or more exclusion filters.

Once created, the filters appears under **Exclude visits containing**, and the user visits meeting your criteria are excluded.

**Example**

You want to analyze user sessions containing a specific user query, but in which no support cases were created, so you select the checkbox to then be able to add the following filter:

![Exclude visits containing custom event filter interface | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/visit-metric-card-with-exclusion-filter.png)

.. When you want to add event exclusion filters, select the **Hide events** checkbox, and then add one or more exclusion filters.

Once created, the filters appear under **Hide Events**, and the events meeting your criteria are excluded.

For example:

![Interface showing option to hide browser events | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/visit-browser-with-hide-events-filter.png)

> **Notes**
>
> * If a visit has only one event and this event is filtered out, the visit will be hidden as well.
> 
> * You can add alternative filters by clicking **Or where**.
> Events matching one of these filters will be hidden.
>  
> For example:
>  
> ![interface showing Hide events section with Event Cause options | Coveo](:https://docs.coveo.com/en/assets/images/coveo-analytics/visit-browser-panel-with-two-hidden-events.png)
> 
> * You can add a named filter with the current filters on a line:
> 
> .. At the right-end of the bar, click [dots], and then select **Save filter as** or **Save filters as**.
> 
> .. In the **Save as a Named Filter** dialog, in the first input, enter a meaningful **Filter name**, and then click **Save**.
>  
> The named filter is now applied to the user visits.
> 
> * You can remove all the filters on a line, at the right-end of the row, by clicking [dots], and then selecting **Remove** or **Remove all filters**.

.. Click **Add Card**.

. Back on the dashboard, click **Save** in the upper-right corner.

Once done, you can click the card title or value to [review the user visits](https://docs.coveo.com/en/1964/) matching the specified criteria in the **Visit Browser**.

> **Note**
>
> The same inclusion and exclusion filters are applied in the **Visit Browser**.

## Required privileges


The following table indicates the required privileges to view and edit dashboards from the [**Reports**](https://platform.cloud.coveo.com/admin/#/orgid/usage/reports/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/usage/reports/)) page and associated panels (see [Manage privileges](https://docs.coveo.com/en/3151/) and [Privilege reference](https://docs.coveo.com/en/1707/)).

Access to dashboards or part of their content may be further restricted as a function of the member (see [Manage access to reports](https://docs.coveo.com/en/1888/) and [Manage permission filters](https://docs.coveo.com/en/1917/)).

[cols="3",options="header"]
|===
|Action
|Service - Domain
|Required access level

|View dashboards
|Analytics - Analytics data  
Analytics - Dimensions  
Analytics - Reports  
Organization - Organization
|View

.3+|Edit dashboards
|Analytics - Analytics data  
Analytics - Dimensions  
Organization - Organization
|View

|Analytics - Reports
|Edit

|Analytics - Administrate
|Allowed
|===