Manage Usage Analytics Reports

You can use the Coveo Administration Console Reports 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 now do these actions directly on the Reports page that lists all reports of your organization.

If you’re currently migrating your Coveo organization from V1 to V2, all actions related to report management (e.g., adding a dimension filter in a usage analytics report card, adding a named filter to a report, etc.) in one organization will be effective in the other as well. However, modifications related to features that apply only to Coveo Cloud V2 organizations won’t be displayed in the V1 equivalent.

Add a Dashboard

  1. On the Reports page header, at the right, click Add, and then select Blank dashboard or Dashboard from template (see Add Usage Analytics Dashboards).

    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

On the Reports page, click the desired report, and then in the Action bar, click Open.

Duplicate a Report

On the Reports page, click the report that 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 or Review and Manage Explorers).

Export a Report Configuration

  1. On the Reports page, click the report of which you want to export the configuration.

  2. In the Action bar, click More, and then select Copy to clipboard.

    The configuration is automatically copied in your clipboard.

  3. (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).

  4. 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.

  5. On the Reports page, click Add, and then select Blank dashboard.

  6. 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 in the upper-right corner.

Edit the Report JSON Configuration

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

  1. On the Reports page, click the report of which you want to edit the configuration.

  2. In the Action bar, click More, and then select Edit JSON configuration.

  3. In the Edit a Report JSON Configuration panel that appears:

    1. Make your modifications, and then click Save.

      OR

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

    3. Click Save.

  4. (When you copy a dashboard part) In the main menu on the left, under Analytics, select Reports.

  5. On the Reports page, click the dashboard in which you want to import the copied part, and then in the Action bar, click Open.

  6. 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 page, click the report you want to delete, and then in the Action bar, click Delete.

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

Review Report Management Activities

The Activity panel list presents the report management activities in the reverse chronological order. Each row represents an activity, indicating when it occurred, the display name of the affected report, what was done (created, updated, deleted), and by who (user).

You can review the creation, change, and deletion history of your reports. To do so, on the Reports page, click Activity (see Review Events Related to Specific Coveo Administration Console Resources).

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

Required Privileges

By default, members of the Administrators and Analytics Managers built-in groups can view and edit elements from the Reports page.

The following table indicates the privileges required to view or edit elements of the Reports page and associated panels (see Manage Privileges and Privilege Reference).

Access to dashboards or part of their content may be further restricted as a function of the member (see Manage Access to Usage Analytics 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

View
Edit dashboards and explorers

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

View

Analytics - Data exports

Analytics - Reports

Edit
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