Add dashboards

This is for:

Business Analyst System Administrator

Members with the required privileges 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.

Note

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

  1. Log in to Coveo (platform-ca | platform-eu | platform-au) as a member of a group with the required privileges to manage reports in the target Coveo organization.

  2. On the Reports (platform-ca | platform-eu | platform-au) page, click Add, and then select Blank dashboard or Dashboard from template.

    Alternatively, click the dashboard you want to copy, and then click Duplicate in the Action bar. A copy of the original report is created and ready to be modified (see Review and manage dashboards).

"Blank Dashboard"

  1. In the upper-left corner of the report, enter a title for the dashboard.

  2. (Optional) Enter a description for the dashboard.

  3. Click Save.

    The dashboard is now available on the Reports (platform-ca | platform-eu | platform-au) page.

"Dashboard from template"

  1. In the Select a Template panel, click a radio button to select one of the available templates.

    Dashboard template Gif

  2. Click Select Template.

  3. 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).

  4. (Optional) In the upper-left corner of the report, rename the dashboard.

  5. (Optional) Below the title, enter a new description for the dashboard.

  6. Click Save.

    The report is now available on the Reports (platform-ca | platform-eu | platform-au) page.

Templates Requiring Configuration

"General Search Interface Metrics" Template

In the Add General Search Interface Metrics Report panel, under Select search interface, click the dropdown 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:

  1. Under Select a case creation page, click the dropdown menu, and then select the page you want to analyze.

  2. Under Select Submit case custom event, click the dropdown menu, and then select the name of the custom event that’s logged when a user creates a case.

  3. Under Select Cancel case custom event, click the dropdown 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.

    Case creation page

  4. Click Add report.

"Detailed Summary" Template

In the Add Detailed Summary Report panel, under Select search interface (Origin level 1), click the dropdown menu, and then select the search interface you want to analyze.

"Support Agents" Template

In the Add Support Agents Report panel:

  1. In the first input, enter the Total number of agents in your organization.

  2. In the Custom dimension name (unique case identifier) input, enter the name of the dimension that uniquely identifies your support cases.

    Note

    When you don’t already have a dimension that covers this use case, ask a developer to set up the dimension, and then add it in the Administration Console (see Send your own UA events and Add dimension on custom metadata). Otherwise, some metric cards on the report won’t load.

"A/B Testing" Template

Note

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:

  1. Under Select test, click the dropdown menu, and then select one of the available test sets.

    Note

    The dropdown menu lists all test sets available for your Coveo organization, not only the A/B tests created in the Coveo Administration Console.

  2. In the Item A and Item B dropdown menu, select the two items (not necessarily pipelines) in the selected test set that you want to compare.

Required Privileges

The following table indicates the required privileges to view and edit dashboards from the Reports (platform-ca | platform-eu | platform-au) page and associated panels (see Manage privileges and Privilege reference).

Note

Access to dashboards or part of their content may be further restricted as a function of the member (see Manage access to reports and Manage permission filters).
Action Service - Domain Required access level

View dashboards

Analytics - Analytics data

Analytics - Reports

Organization - Organization

View

Edit dashboards

Analytics - Analytics data

Organization - Organization

View

Analytics - Reports

Edit

Analytics - Administrate

Allowed

What’s Next?