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 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 (platform-ca | platform-eu | platform-au) page that lists all reports of your organization.

Add a Dashboard

  1. On the Reports (platform-ca | platform-eu | platform-au) page header, at the right, click Add, and then select Blank dashboard or Dashboard from template (see Add dashboards).

    Note

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

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

Open a Report

  1. On the Reports (platform-ca | platform-eu | platform-au) page, click the desired report, and then click Open in the Action bar.

  2. To access Edit mode, click Edit in the upper-right corner.

    Important

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

Duplicate a Report

On the Reports (platform-ca | platform-eu | platform-au) page, click the report that 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 or Review and manage explorers).

Export a Report Configuration

  1. On the Reports (platform-ca | platform-eu | platform-au) page, click the report of which you want to export the configuration, and then click More > Copy to clipboard in the Action bar.

    The configuration is automatically copied in your clipboard.

  2. (When your browser doesn’t support the copy/cut feature of the execCommand method) In the Export a Report Configuration panel that appears, copy the dashboard configuration (see Browser compatibility).

  3. In your actual Coveo organization or in another one (e.g., your Coveo organization in production), in the main menu on the left, under Analytics, select Reports.

  4. On the Reports (platform-ca | platform-eu | platform-au) page, click Add, and then select Blank dashboard.

  5. In the dashboard that appears:

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

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

      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.

    3. Click Save.

Edit the Report JSON Configuration

Note

This feature is useful when you’re more comfortable editing dashboards in JSON than directly in the dashboards themselves.

  1. On the Reports (platform-ca | platform-eu | platform-au) page, click the report of which you want to edit the configuration, and then click More > Edit JSON configuration in the Action bar.

  2. In the Edit a Report JSON Configuration panel that appears, do one of the following:

    • Make your modifications, and then click Save.

    • Locate and select the configuration part that you want to import in another dashboard, copy your selection, and then click Save.

  3. If you’re copying a configuration, in the main menu on the left, under Analytics, select Reports:

    1. On the Reports (platform-ca | platform-eu | platform-au) page, click the dashboard in which you want to import the copied part, and then click Open in the Action bar.

    2. On the dashboard:

      1. In the upper-right corner of the screen:

        1. Click Edit.

        2. Click More, and then select Edit JSON configuration.

      2. In the Edit a Report JSON Configuration panel that appears, locate the place where you want to put the dashboard part you copied, and then paste the JSON code.

      3. Click Save.

Permanently Remove a Report

  1. On the Reports (platform-ca | platform-eu | platform-au) page, click the report you want to delete, and then click Delete in the Action bar.

  2. In the Delete Report confirmation dialog, click Yes.

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 (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 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 Administration Console pages that they can’t access.