Manage reports

This is for:

Business Analyst System Administrator

You can use the Coveo Administration Console Reports (platform-ca | platform-eu | platform-au) page to manage the usage analytics (UA) reports of a Coveo organization when you have the required privileges.

Instead of opening each report to perform management actions such as duplicating, deleting, and editing, you can perform these actions directly on the Reports page that lists all reports of your organization.

Add a dashboard

  1. On the Reports (platform-ca | platform-eu | platform-au) page, click the Add dropdown menu.

    Add Report
    Note

    If the Add button is grayed and unresponsive, you don’t have all of the required privileges to perform this action.

  2. Select Blank dashboard or Dashboard from template (see Add dashboards).

  3. Fill the empty dashboard with tabs, sections, and cards (see Review and manage dashboards).

  4. Click Save.

Manage a report

Select the report that you want to manage, then click the desired operation in the Action bar.

Open or Duplicate a report|export report configuration|edit report JSON configuration

1

Open: You can use this option when you want to view or edit the report.

2

Duplicate: You can use this option when you want to create a copy of an existing report.

A copy of the original report is created and ready to be modified (see Review and manage dashboards or Review and manage explorers).

3

More > Copy to clipboard: You can use this option when you want to export a report configuration in another Coveo organization. The configuration is automatically copied in your clipboard upon selecting this option.

To import the configuration into another one:

  1. Add a blank dashboard.

  2. In the upper-right corner of the dashboard, click More, and then select Paste JSON configuration.

  3. In the Import a Report Configuration dialog that appears, paste the configuration, and then click Import and save.

    Note

    The dashboard looks the same as the one you exported. The only possible difference could be the analytics data if you export a dashboard from another Coveo organization.

  4. Provide a name and description for the report and click Save.

Important

You might see a message There Is Nothing to See Here. In this case, go back to the reports page and reopen the report you just created.

4

More > Edit JSON configuration: You can use this option when you want to:

  • Modify the report JSON configuration directly in the JSON editor.

  • Copy a part of the report configuration to import it in another dashboard:

    1. To achieve this, locate and select the configuration part that you want to import in another dashboard, and copy your selection.

    2. For the target dashboard, select Edit JSON configuration, locate the place where you want to put the dashboard part you copied, and paste the JSON code. Then click Save.

5

Delete: You can use this option when you want to permanently remove a report. In the Delete Report confirmation dialog that appears, click Yes.

Edit a report

To access Edit mode, click Edit in the upper-right corner of a report. You can perform additional operations on a report in Edit mode:

  1. Change the name, description, and permissions of a report.

  2. Add, remove, and manipulate filters, tabs, sections, and cards.

  3. Click Save.

    Screen capture of the Edit report mode | Coveo Usage Analytics
    Important

    If you’re not in Edit mode, any changes you make to the report will be lost when you leave the report.

Review report management activities

As part of your duties, you may need to review activities related to reports for investigation or troubleshooting purposes. To do so, in the upper-right corner of the Reports (platform-ca | platform-eu | platform-au) page, click clock.

See Review resource activity for details on activities and alternative ways to access this information.

Required privileges

The following table indicates the privileges required for members to view or edit elements of the Reports 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 and explorers

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Analytics - Reports

Organization - Organization

View

Edit dashboards and explorers

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Organization - Organization

View

Analytics - Data exports

Analytics - Reports

Edit

Access the Activity Browser and view all organization activities

Organization - Activity
Organization - Organization

View
Important

A member with the View access level on the Activities domain can access the Activity Browser. This member can therefore see all activities taking place in the organization, including those from Coveo Administration Console pages that they can’t access.