Add visit metric time series cards

This is for:

Business Analyst System Administrator

usage analytics (UA) dashboards offer many ways to review the data collected by Coveo Usage Analytics (Coveo UA).

You can add visit metric time series cards to dashboards to evaluate the number of user visits in which one or more particular events occur over a certain period, such as a case deflection after a user opened at least an item over the past few months.

Coveo | Usage Analytics - Visit metric time series card example

Add visit metric time series card to dashboard

  1. In an existing dashboard, access Edit mode by clicking Edit in the upper-right corner.

    Note

    In a new dashboard, the report is in Edit mode by default (see Add dashboards).

  2. In a section, click Add card to section to access the Add a Card dialog.

    Tip

    You can also duplicate an existing card with copy16px, and then only modify what needs to be different.

  3. In the Add a Card dialog:

    1. Select Visit metric time series.

    2. In the first input, enter a meaningful Card title.

      Note

      If you leave the box empty and save the dashboard, the card title will be Visit metric time series.

    3. Under Show the evolution over time of, click the dropdown menu, and then select the available visit-related metrics you want to measure:

      • Visit Count: The number of visits regardless of unique IP addresses and user names.

      • Visit Clickthrough (%): The number of visits with at least one click divided by the total number of visits.

      • Visits With Clicks: The number of visits with at least one click.

      • Visits With Manual Search Events: The number of visits with at least one query performed by a user using the search box.

        Note

        User query refinements are excluded.

    4. (Optional) In the Advanced Settings:

      • Under Show visits containing, click the dropdown menu, and then select between four event categories (an event, a search event, a click event, or a custom event).

        Note

        Custom data can only be leveraged when using the UA Protocol. If your Coveo implementation uses the Event Protocol, custom event types shouldn’t be added to a report since they won’t function as expected.

      • Access the dialog to add global dimension filters by clicking filter-add-2.

        Once created, the filters appear under Show visits containing and only the user visits meeting your criteria appear.

        Notes

        • You can add filters to apply on another event category by clicking the And at least link. The visits that appear will then match these two parameters.

          For example, you want to browse user visits in which an item was opened and a case deflection occurred.

          Coveo | Usage Analytics - Visit metric card filter

        • Once you’re done with the filters, you can bookmark the web page or copy/paste the URL in the place of your choice to be able to later access the same state of the Visit Browser.

      • When you want to add exclusion filters, select the Exclude visits containing checkbox and then add one or more exclusion filters.

        Once created, the filters appear under Exclude visits containing and the user visits meeting your criteria are excluded.

        Example

        You want to analyze user sessions containing a specific user query, but in which no support cases were created, so you select the checkbox to be able to add the following filter:

        Coveo | Usage Analytics - Visit metric card exclusion filters

      • When you want to add event exclusion filters, select the Hide events checkbox, and then add one or more exclusion filters.

        Once created, the filters appear under Hide Events, and the events meeting your criteria are excluded.

        Notes

        • If a visit has only one event and this event is filtered out, the visit will be hidden as well

        • You can add alternative filters by clicking Or where. Events matching one of these filters will be hidden.

      • You can add a named filter with the current filters on a line:

        • At the right end of the bar, click dots, and then select Save filter as or Save filters as.

        • In the Save as a Named Filter dialog, in the first input, enter a meaningful Filter name, and then click Save.

          The named filter is now applied to the user visits.

        • You can remove all the filters on a line, at the right end of the row, by clicking dots, and then selecting Remove or Remove all filters.

      • In the Header destination link input, set a destination link when clicking the card title.

      • Under Graph display option, when you want to see metric values on top of every time series points, select Show metric.

      • Under Legend display options, optionally modify the default settings:

        • When you want to see trend data relative to the previous equivalent period as the one that’s currently selected, select the Show trend option.

          Notes

          • This option is turned off by default, because calculating the trends increases the dashboard complexity and slows down the dashboard generation. Enable this option when you find the trend information useful.

          • Once the card is saved, the trend value appears next to the dimension value as a percentage with an up or a down arrow respectively indicating an increasing or a decreasing trend.

          • When hovering the trend icon, you see the metric value (total) for the current period and previous equivalent period.

        • When you don’t want to see the average and peak of each dimension value based on the time interval or period, clear the Show average and Show peak checkboxes.

          Example

          The highest number of clicks during a day last week.

      • Under Display as, select the time series to be shown using Line or Bar charts.

    5. Click Add Card.

  4. Back on the dashboard, click Save in the upper-right corner.

Required privileges

The following table indicates the required privileges to view and edit dashboards from 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

Analytics - Analytics data
Analytics - Dimensions
Analytics - Reports
Organization - Organization

View

Edit dashboards

Analytics - Analytics data
Analytics - Dimensions
Organization - Organization

View

Analytics - Reports

Edit

Analytics - Administrate

Allowed