Creating Usage Analytics Explorers

Members of the Administrators, Analytics Managers, and Relevance Managers built-in groups can use the Analytics section of the Coveo Cloud 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 usage analytics data that you need or don’t find by default in the pre-configured explorers pages (see Explorer Templates).

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 explorer modifications as a new custom explorer (see Explorer Templates, Usage Analytics Dimensions and Usage Analytics Metrics). Custom explorers can be modified or removed at any time.

Create a Usage Analytics Explorer

1. Log in to the Coveo Cloud platform as a member of a group with the required privileges to manage explorers in the target Coveo Cloud organization, if not already done.

2. In the navigation bar on the left, under Analytics, select Reports.

3. On the Reports page:

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

      OR

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

      An explorer named [Original_Explorer_Name] Copy is created and ready to be modified (see Reviewing and Managing Usage Analytics Explorers).

   2. If you select Explorer from template, in the Select a Template panel, click one of the available templates, and then click Select (see Explorer Templates).

      • Activity

      • Content Gaps

      • Relevance

      An explorer named [Selected_Template_Name] appears.

4. On the Reports page:

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

   A report named [Original_report_name] Copy is created and ready to be modified (see Reviewing and Managing Usage Analytics Explorers).

   OR

   Access the following URL: https://platform.cloud.coveo.com/#usage/reports/explorer/new/.

5. (Optional) When you create a new explorer using the URL, you can apply a template to not start your modifications from scratch:

   1. At the top right corner of the report, click the More icon (), and then select Apply Template.

   2. In the Select a Template panel that appears, select an explorer template, and then click Select Template (see Explorer Templates).

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

6. In the top left corner of the explorer:

   1. Enter a title for the explorer.

   2. (Optional) Enter a explorer description.

7. At the top right corner of the report, click Save.

   The report is now available on the Reports page.

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

Required Privileges

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

What’s Next?

Once created, take advantage of all the features available in an explorer (see Reviewing and Managing Usage Analytics Explorers).