- Manage Reports
- Review and Manage Dashboards
- Use Case of Creating Custom Dashboards
- Review Content Behind Cards
- Duplicate a Dashboard Element
- Add Table Cards
- Add Visit Metric Cards
- Add Metric Cards
- Add Trend Cards
- Add Calculated Metric Cards
- Add and Review Pie and Bar Chart Cards
- Add Note Cards
- Add Metric Time Series Cards
- Add Dimension Time Series Cards
- Add Map Cards
- Add Packed Bubble Chart Cards
- Review Trends From the Summary Dashboard
- Review Your Company Self-Service Usage
- Create Explorers
- Shared Report Articles
- Export Data From a Card
- Remove Bot Traffic in Usage Analytics Reports
- Report Cards
- How Cards Compute User Visits
- Find Search Implementation Successes and Issues With Metrics
- Set the Period to Review Search Usage Data
Add Usage Analytics Dashboards
Members of the Administrators and Analytics Managers built-in groups can use the Analytics section of the Coveo Administration Console to create custom usage analytics dashboards. These custom dashboards can be used to focus on trends and anomalies that aren’t normally found in the default Summary dashboard.
By default, members of the Administrators and Analytics Managers groups of your organization have access to all dashboards. Dashboards can also be shared with specific members or saved for your own personal use (see Manage the Access to the Dashboard).
Add a Usage Analytics Dashboard
Alternatively, click the dashboard you want to copy, and then in the Action bar, click Duplicate. A copy of the original report is created and ready to be modified (see Review and Manage Dashboards).
In the upper-left corner of the report, enter a title for the dashboard.
(Optional) Enter a description for the dashboard.
The dashboard is now available on the Reports page.
“Dashboard from template”
In the Select a Template panel, click a radio button to select one of the available templates.
Click Select Template.
For templates that require configuration, select or provide the required information, and then click Add Report or Add Test (for the A/B Testing template).
(Optional) In the upper-left corner of the report, rename the dashboard.
(Optional) Below the title, enter a new description for the dashboard.
The report is now available on the Reports page.
Templates Requiring Configuration
“General Search Interface Metrics” Template
In the Add General Search Interface Metrics Report panel, under Select search interface, click the drop-down menu, and then select the search interface you want to analyze.
“Case Creation Page Metrics” Template
In the Add Case Creation Page Metrics Report panel:
Under Select a case creation page, click the drop-down menu, and then select the page you want to analyze.
Under Select Submit case custom event, click the drop-down menu, and then select the name of the custom event that’s logged when a user creates a case.
Under Select Cancel case custom event, click the drop-down menu, and then select the name of the custom event that’s logged when a user cancels their case creation, or select None if your page doesn’t contain a Cancel button.
“Detailed Summary” Template
In the Add Detailed Summary Report panel, under Select search interface (Origin level 1), click the drop-down menu, and then select the search interface you want to analyze.
“Support Agents” Template
In the Add Support Agents Report panel:
In the first input, enter the Total number of agents in your organization.
In the Custom dimension name (unique case identifier) input, enter the name of the dimension that uniquely identifies your support cases.
“A/B Testing” Template
Your Coveo organization must contain at least two query pipelines associated with an active A/B Test, and UA data must be available for at least one of the two pipelines. Otherwise, you’ll get the
Missing Required Usage Analytics Data error message when adding the report.
In the Add an A/B Test Report panel:
Under Select test, click the drop-down menu, and then select one of the available test sets.
The drop-down menu lists all test sets available for your Coveo organization, not only the A/B tests created in the Coveo Administration Console.
In the Item A and Item B drop-down menu, select the two items (not necessarily pipelines) in the selected test set that you want to compare.
|Action||Service - Domain||Required access level|
Analytics - Analytics data
Analytics - Reports
Analytics - Analytics data
Analytics - Reports
|Analytics - Administrate||Allowed|
Take advantage of all the features available in a dashboard (see Review and Manage Dashboards).
See what you can do with custom dashboards (see Use Case: Create a Dashboard Linking to the Visit Browser).