Set Destination Links On Card Title and Values

In usage analytics reports, when adding or editing specific cards [table, trend (in dashboards only) and pie/bar chart (in dashboards only)], you can set destination links on title (dashboards only) and values.

Destinations links can be useful to know exactly what search results the organization customers got before creating a support case, for example. You could then fix relevance issues or fill the content gap to prevent similar case creation in the future.

  1. (Optional - for explorers only) When you want the filter(s) to be the default one(s) applied in your usage analytics cards, access Edit mode by clicking Edit in the upper-right corner.

    If you’re not in Edit mode, your changes will be lost when you leave the explorer.

  2. Access the More section of the Create a card or Edit a card dialog (see Review and Manage Explorers and Review and Manage Dashboards).

  3. In the More section:

    Admin-SetDestLinksc

    1. In the Value Destination Link box:

      • When no destination link is set, clicking a dimension value adds a filter with the clicked value to the current report (e.g., User Query is [Clicked_Table_Value] when clicking on a Query Expression dimension value). This new filter is applied on top of the existing filters (if any). When a same dimension filter already exists, the filters are combined (e.g., User Query is Netflix OR [Clicked_Table_Value]).

      • Dimension values that refer to a date, such as Day, Month, and Week values, aren’t clickable.

      • Enter the URL that you want to land on when clicking a table, trend, or pie/bar chart value.

        You can also add a parameter in the URL to set a custom destination link based on the clicked value.

        For examples, each of the following examples uses the clicked value as a query:

        • www.google.com/#q={value}: clicking a table or chart value launches a search in Google.

        • http://mycoveosearchinterface.com/js/#q={value}: clicking a table or chart value launches a search in your Coveo JavaScript Search Interface (see About the Coveo JavaScript Search Interface).

        In each of these links, value would be replaced with the clicked value in the table or chart.

        Enter your customer support web site URL (e.g., Salesforce Community) with the parameter that launches a search on your site and value in brace brackets (e.g., #q={value}) in the Landing Page box to know exactly what search results your customers got before creating a support case, for example. You could then fix relevance issues or fill the content gap to prevent similar case creation in the future.

        For example, in a table, you click on the User Query dimension value user guide for bravia tv and you’re redirected on your customer support website where the same query is launch.

        Admin-CustomDashboardUseCase7

        OR

      • Enter an existing report (pre-configured explorer, custom explorer, Summary dashboard, or custom dashboard) title in your Coveo organization:

        • Start entering a report name, and then select one of the provided suggestions as you type.

          OR

        • Click the Value Destination Link box, and then select one of the reports in your Coveo organization.

        Clicking a dimension value adds a filter with the clicked value to the landing page. This new filter is applied on top of the existing filters (if any). When a related filter already exists, the filters are combined together.

        Examples:

        • You specify the Search Relevance pre-configured explorer as the destination for a table or chart containing queries. When you click a table or chart value (query), you’re redirected to the Search Relevance explorer with the following added filter:

          (User Query is [Clicked_Table/Chart_Value])

        • When you click a table or chart value (query) and the filter User Query is Netflix is set in the destination (Search Relevance), the filter resulting is the following:

          User Query is Netflix OR [Clicked_Table/Chart_Value]

    2. (For dashboards only) In the Header Destination Link box:

      • When no landing page and no header landing page are set, the pie/bar chart header doesn’t become a link and clicking the table and trend header redirects you to the current report.

      • When no header landing page is set, but a landing page is, clicking the card (table, trend, pie/bar chart) header redirects you to same page as clicking a the card value.

      1. Enter the URL that you want to land on when clicking a card title.

        OR

      2. Enter an existing report (pre-configured explorer, custom explorer, Summary dashboard, or custom dashboard) title in your Coveo organization:

        • Start entering a report name, and then select one of the provided suggestions as you type.

          OR

        • Click the Header Destination Link box, and then select one of the reports in your Coveo organization.

    3. Click Add Card or Apply.

  4. If you’re in Edit mode, don’t forget to save your changes by clicking Save in the upper-right corner.

Required Privileges

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

Access to reports 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 report

Analytics - Analytics data

Analytics - Dimensions

Analytics - Reports

View
Edit report

Analytics - Analytics data

Analytics - Dimensions

View

Analytics - Reports

Edit
Analytics - Administrate Allowed
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