Creating Usage Analytics Explorers

You can use the Analytics section of the administration console navigation menu to create custom usage analytics data explorers. You can create and use custom explorers to focus only on the usage analytics data that you need or do not find by default in the three pre-configured explorers pages (see Required Privileges and 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. If not already done, log in to your Coveo Cloud organization with a user that is a member of a group with the required privileges to manage explorers (see Required Privileges).

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

  3. In the Reports page:

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

      OR

      Click the row of 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. In the Reports page:

    Click the row of 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 (Icon-Dropdownd), and then select Apply Template.

    2. In the Apply Template dialog box that appears, select the radio button next to the explorer template of your choice, and then click Apply (see Explorer Templates).

      Save time by selecting the explorer template that already contains most of the filters, dimensions, and metrics you wish 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 immediately available in 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.

Access to dashboards or part of their content may be further restricted as a function of the member (see Managing Usage Analytics Report Access in Reports and Managing Permission Filters).

Action Service - Privilege Required access level
View dashboard

Analytics - Analytics data

Analytics - Reports

Organization - Organization

 View
Edit dashboard

Analytics - Analytics data

Organization - Organization

 View

Analytics - Reports

 Edit
Analytics - Administrate Enable

What’s Next?

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