Add explorers

This is for:

Business Analyst System Administrator

Members with the required privileges can use the Analytics section of the Coveo Administration Console navigation menu to create custom usage analytics data explorers. As a member of one of these groups, you can create and use custom explorers to focus only on the UA data that you need. You can also use the pre-configured explorers to focus on specific analytics data aspects.

Starting from any pre-configured explorer or from a nearly empty explorer, you can add or remove filters, metrics, and dimensions, and then save the modifications as a new custom explorer (see Dimensions and Metrics). Custom explorers can be modified or removed at any time.

Add a usage analytics explorer

On the Reports (platform-ca | platform-eu | platform-au) page, do one of the following:

  • Click Add, and then select Explorer from template or Blank explorer.

  • Click one of the pre-configured explorers or any explorer you want to copy, and then click Duplicate in the Action bar.

    screen capture of add reports drop down menu | Add UA explorer from template | Blank explorer | Duplicate explorer
    Tip

    Save time by selecting the explorer template that already contains most of the filters, dimensions, and metrics you want to review.

Add a blank explorer

  1. Select Add > Blank explorer.

  2. Configure your explorer by adding the desired filters, dimensions, and metrics.

  3. Enter a title for the explorer.

  4. (Optional) Enter an explorer description.

  5. Click Save.

    screen capture of add blank UA explorer from template in the reports page

  6. Access the explorer on the Reports (platform-ca | platform-eu | platform-au) page.

Add an explorer using a template

  1. Select Add > Explorer from template.

  2. In the Select a Template panel, click one of the available templates.

  3. Click Select Template.

  4. (Optional) Modify the title and description.

  5. Click Save.

  6. Access the explorer on the Reports (platform-ca | platform-eu | platform-au) page.

Tip

If you have the Enterprise edition, group this report and your other implementation resources together in a project. See Manage projects.
Note

By default, you have access to all custom explorers. Custom Explorers can be shared with specific users or saved for your own personal use (see Manage access to the explorer).

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 explorers

Analytics - Analytics data
Analytics - Reports
Organization - Organization

View

Edit explorers

Analytics - Analytics data
Organization - Organization

View

Analytics - Reports

Edit

Analytics - Administrate

Allowed

What’s next?

Once created, take advantage of all the features available in an explorer (see Review and manage explorers).