Managing Access to Usage Analytics Reports

The Reports page in the Analytics section of the Coveo Cloud administration console displays usage analytics reports for your Coveo Cloud organization. It also allows users with the required privileges to manage report access. These reports can be either dashboards or explorers.

You can control which members of your organization are permitted to see specific dashboards or explorers directly within the reports themselves. This is useful for organizations with many custom explorers and dashboards, because it ensures that administration console users can only access the reports that are relevant to them.

A dashboard or explorer with access restrictions isn’t secured. Although it’s only visible in the report list to members who have been granted access, anyone with the correct URL can see a report to which they haven’t been granted access using the method described in this article.

To manage access to reports:

  1. On the Reports page, there are two ways to open the report to which you want to manage access:

    • Option 1: Double-click the dashboard or explorer.

    • Option 2: Click the dashboard or explorer, and then in the Action bar, click Open.

  2. In the top right corner of the report, click the More icon (Icon-Dropdownd), and then select Manage report access.

  3. In the Manage Report Access panel that appears, define who has access to the report by selecting one of the following options:

    • Only me

    • Members with analytics privileges

      Members with analytics privileges are group members with the View right on the Analytics data, Named filters, Reports, Custom dimensions, and Permission filters privileges.

    • Custom

      1. Select Custom, and then click Add identity.

      2. Under Identity type, select whether you want to allow a member or a group to access the report.

      3. Under Member or Group, depending on the option you selected in the previous step, select the member or group that can access the report.

        You can filter member and group names by typing the desired name in the search box. The filter automatically applies as you type.

      4. Click Add Identity.

      5. Repeat this procedure to give multiple members or groups access to the usage analytics report.

      • To edit a user or group, click the corresponding identity icon (Admin-EditPermissionFilterAssignee or Admin-EditPermissionFilterAssignee2) or the drop-down arrow (Icon-DropDownArrow).

      • To delete a user or group, click the corresponding Delete icon (Icon-X_16).

  4. Click Apply.

Required Privileges

By default, all members of the Administrators, Analytics Viewers, and Analytics Managers built-in groups (see Members with analytics privileges) can access explorers and dashboards.

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

Access to reports or part of their content may be further restricted as a function of the member (see Adding and Managing Permission Filters).

Action Service - Domain Required access level
View report access configuration

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Analytics - Reports

View
Edit report access configuration

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

View

Analytics - Reports

Edit
Analytics - Administrate Allowed
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