Setting the Period to Review Search Usage Data

You can determine the date interval over which to review search usage data in various areas of the Coveo Cloud platform such as the usage analytics reports and exports. In the calendar picker of usage analytics reports, you can also determine the period used to establish the trends in metric and trend cards.

Set a Period to Review Search Usage Data

  1. (Optional - for reports only) When you want your date range selection to be the default one for your report, in the top right corner of the screen, access the Edit mode, by clicking Edit.

    If you are not Edit mode, your changes will be lost when you leave the report.

  2. Access the Report Period dialog by clicking the current date range.

    Depending on your context, refer to the appropriate topics to locate the date range:

  3. In the Report Period dialog:

    Admin-CalendarEx1g

    (Coveo for Salesforce only) Depending on your date range selection and license limit, some date range options can be grayed (see Coveo for Salesforce Edition Comparison).

    1. Use one of the following methods to select the date range you want to review:

      The date range cannot exceed 365 days.

      • In the Select a Date Range Shortcut section, click the last complete Week, Month, Year, 7 Days, 31 Days or 365 days link to automatically set the start and end dates accordingly relative to the day the page is displayed.

        The current day is excluded from date range shortcut selections to prevent affecting trends and other analytics.

      • In the Enter a Date Range section, in the Start and End boxes, respectively enter the beginning and end dates in the mm-dd-yyyy format.

        To include the current day in the range, click the Start or the End link.

      • In the Select a Date Range section:

        • Click the left or right double-arrows to reach the month(s) of the start and end dates, click these two dates.

          You can select the start and end dates in the same calendar.

          Start by selecting a start or an end date, and then reach and select the other end (date) of the range.

          OR

        • You can click a month label (e.g., July, 2015) to select the current or past month as the date range.

          When you select the current month label and a new month arrives, this new month becomes the date range.

      • (For reports only) The report remembers your date range selection so you do not have to set it each time the report is displayed.

      • (For reports only) When you set specific Start and End dates, the results shown will always belong to those particular dates.

        On May 1st, 2014, you want to create a report that presents the usage analytics data for April 2014, so you select April 1st, 2014 as the Start date and May 1st, 2014 as the End date instead of selecting 31 Days.

        If you select 31 Days and open the report on May 2nd, you would see the results from April 2nd to May 2nd.

      • All three methods are linked together, meaning that you can select a date range shortcut, and then select a different start or end date, for example.

      • The calendar picker uses your browser’s time zone.

    2. (For reports only) In the Compare to section, click the Previous Period, Previous Month, Previous Year, or Custom Period link to set the period to compare the current selected search usage data with.

      The trends in the metric and trend (dashboards only) cards are automatically updated based on your selection.

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      • By default, the Previous Period is used to compare.

      • The reports remember your date range selection so you do not have to set it each time the report is displayed.

    3. Once you are done, click Apply.

  4. (For reports only) If you are in Edit mode, do not forget to save your changes, by clicking Save in the top right corner of the report.

Required Privileges

The following table indicates the required privileges to view and edit elements of the Reports, Data Exports, and Visit Browser pages and associated panels.

Access to dashboards or part of their content may be further restricted as a function of the member (see Managing Usage Analytics Report Access in Reports and Adding and Managing Permission Filters).

Action Service - Domain Required access level
View elements

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Analytics - Reports

Organization - Organization

View
Edit elements

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Organization - Organization

View

Analytics - Exports

Analytics - Reports

Edit
Analytics - Administrate Allowed