---
title: Review and manage explorers
slug: '1899'
canonical_url: https://docs.coveo.com/en/1899/
collection: coveo-analytics
source_format: adoc
---
# Review and manage explorers
Once you've created an [explorer](https://docs.coveo.com/en/261/), you can review and manage it to better understand your [organization](https://docs.coveo.com/en/185/) [data](https://docs.coveo.com/en/259/).
The various explorers templates as well as the blank explorers contain two report [cards](https://docs.coveo.com/en/267/): the [**Metric Time Series** card](https://docs.coveo.com/en/1972#metric-time-series) and the [**Table** card](https://docs.coveo.com/en/1972#table).

![Explorer report cards | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/explorer-cards.png)

[number-teal]#1# **Metric Time Series** card: Shows the evolution of the selected metrics over time.

[number-teal]#2# **Table** card: Shows the selected dimensions and metrics in a table format.

Depending on the [explorer template](https://docs.coveo.com/en/1674#explorer-templates) you selected, the cards will contain different [metrics](https://docs.coveo.com/en/263/) and [dimensions](https://docs.coveo.com/en/258/).
You can add alternate metrics and dimensions to the cards to better evaluate your search solution.
If you added a blank explorer, you'll need to add the desired metrics and dimensions to the cards.

> **Notes**
>
> * The [data](https://docs.coveo.com/en/259/) that you can review may be limited by the [permissions filters](https://docs.coveo.com/en/1917/) set up by an administrator.
> 
> * The following message appears on the page when Coveo Analytics isn't activated for your Coveo organization:
>  
> `This section is not available for your organization.`
>  
> Contact [Coveo Support](https://connect.coveo.com/s/case/Case/Default) to activate Coveo Analytics for your Coveo organization.

## View or edit an explorer

To better understand your Coveo Analytics data, you can view or edit an explorer:

. On the [**Reports**](https://platform.cloud.coveo.com/admin/#/orgid/usage/reports/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/usage/reports/)) page, click the explorer that you want to open, and then click **Open** in the Action bar.

. Click **Edit** in the upper-right corner.

> **Important**
>
> In explorers, the **Time series** card at the top and the **Table** card at the bottom are independent entities, meaning that changes in either card don't affect the other.

## Manage graphical and numerical metrics

On a given explorer, you can add or remove graphical and numerical [metrics](https://docs.coveo.com/en/2041/) to better analyze your data.

### Review the graphical and numerical metrics

The graphical and numerical metrics available depends on the explorer template you selected.
The following table shows the metrics available in the **Activity**, **Content Gaps**, and **Search Relevance** explorer templates.

[%header,cols="2,1,1,1"]
|===
|Metric
|Activity explorer
|Content Gaps explorer
|Search Relevance explorer

|Average Click Rank
|[x]
|[x]
|[check]

|Click Event Count
|[check]
|[x]
|[x]

|Click Rank
|[check]
|[x]
|[x]

|Relevance Index (Legacy)
|[x]
|[x]
|[check]

|Search Event Clickthrough (%)
|[x]
|[x]
|[check]

|Search Event Count
|[check]
|[check]
|[x]

|Search Events with Clicks
|[x]
|[x]
|[check]

|Unique Visits
|[check]
|[check]
|[check]
|===

### Add graphical and numerical metrics

You can add different metrics to the cards to better analyze your data.

. In Edit mode, click [edit] next to one of the report cards.

. Select one or more metrics to be shown in the time series and in the metrics box:

* Click the links (**Search**, **Click**, and **Custom**) to browse metrics by event type, and then select the ones of your choice.

![Add metrics to explorer | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/add-metrics-to-explorer.png)

> **Note**
>
> Custom data can only be leveraged when using the UA Protocol.
> If your Coveo implementation uses the [Event Protocol](https://docs.coveo.com/en/o3r90189/), custom dimensions and metrics shouldn't be added to a report since they won't function as expected.

. Under **Metrics**, drag each metric to the place of your choice.

. In the **Advanced settings** section:

.. Under **Filters**, add the [appropriate filters](#manage-filters-to-refine-data) as needed.

.. Under options, [[TrendOption]]when you want to see metric trends over the selected period, select **Display trend data**.

.. When you want to see metric values on top of every time series points, select the **Display metric data** option.

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

.. Under **Create a relation using**, select **Last search** or **Visit** if you're reporting on a custom event and on a search or click event at the same time, or on an all event category metric or dimension (for example, Unique User IP and Browser).

> **Notes**
>
> * **Last search** links each custom event to the user query immediately preceding (if any) and **Visit** links each custom event to all queries performed during the user visit in which the custom event happened.
> 
> * The **Create a relation using** parameter has no effect when you report only on search and click events.

. Click **Save**.

. (If you've modified the **Metric Time Series** card) Back on the explorer, click anywhere on the **Metric Time Series** card, and then hover the cursor over the graph to select one of the following interval values: **Hour**, **Day**, **Week**, or **Month**.

> **Leading practice**
>
> A mix of this feature with the date interval selection offers more possibilities.
> 
> For example, you want to investigate hour by hour what happened during an activity drop that occurred on October 30, 2023.
> 
> . In the upper-right corner, click the box containing the actual date range to access the **Report Period** dialog, and then select **October 30, 2023** (see [Set the period to review data](https://docs.coveo.com/en/1704/)).
> 
> . Click [edit].
> 
> . Select the **Hour** interval.
> 
> . Click **Apply**.
> 
> For each hour, you can see the hourly total value of each metric you selected to be shown in the time series.
> This way you can pinpoint when the drop started.

> **Note**
>
> (If you selected the **Display trend data** option) When available and selected to be displayed, the trend indicator (up or down arrow) shows the percentage of increase or decrease for a metric in comparison with the same selected period that preceded (week, month, year...).
> 
> * An increase is good and a decrease is bad for the following metrics: **Click Event Count**, **Attach to Case Count**, **Search Event Clickthrough**, **Search Events With Clicks**, and **Relevance Index**.
> 
> * A decrease is good and an increase is bad for the **Average Click Rank** metric.

### Remove graphical and numerical metrics

You can remove metrics from the cards as needed.

. In Edit mode, click [edit] next to an explorer card.

. Under **Metrics**, click [x] next to the metrics you want to remove.

. Click **Save**.

## Set the date interval

On the explorer, you can set the date interval over which you want to review Coveo Analytics data.
In Edit mode, you can do the following:

* In the upper-right corner, you can go from the actual date interval selected (last week, month...) to the previous period or next period by clicking icon:chevron-left[alt=chevron-left,width=16] and icon:chevron-right[alt=chevron-right,width=16] respectively.

* You can click the date picker to access the **Report Period** dialog, and then select the date range you want to review (see [Set the period to review data](https://docs.coveo.com/en/1704/)).

> **Note**
>
> You can select a period that's incomplete (for example, the current month), in which case your date range selection will always include the latest available events until the period ends (for example, the first day of the following month).
> 
> For example, you're reviewing data per **Month** and want to see how statistics are trending for the first two weeks of the current month, so you click icon:chevron-right[alt=chevron-right,width=16].

* You can compare specific data from a prior period to determine trends in explorers.

> **Important**
>
> For trends to be shown on the explorer, [select the **Display trend data** option](#TrendOption).

. On the explorer, in Edit mode, click the date picker in the upper-right corner.

. In the **Report Period** panel that appears, in the **Compare to** section, click the **Previous Period**, **Previous Month**, **Previous Year**, or **Custom Period** link to set the period to compare the current selected data with.

The trends in report cards are automatically updated based on your selection.

> **Note**
>
> By default, the **Previous Period** is used to compare.

. Click **Save** in the upper-right corner.

> **Note**
>
> By modifying the date range in Edit mode and then saving your changes, the explorer remembers your date range selection so you don't have to set it each time you open the report.
> 
> However, if you aren't in Edit mode and you modify the date range, your changes will be lost once you leave the explorer.

## Manage filters to refine data

Filters allow you to further refine the data you're analyzing in explorers.
On the explorer, in Edit mode, do one of the following:

* [[CreateFilterWithSuggestedValues]]Click icon:filter-add-2[alt=filter-add-2,width=16] to [add global dimension](https://docs.coveo.com/en/1675/) or [named filters](https://docs.coveo.com/en/1990/).

The selected filters appear in the top bar.

![Filter example | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/admin-filter-example.png)

* Click [edit] next to one of the report cards.

. In the card that opens, in the **Advanced Settings** section, under **Filters**, click icon:filter-add-2[alt=filter-add-2,width=16] to [add global dimension](https://docs.coveo.com/en/1675/) or [named filters](https://docs.coveo.com/en/1990/).

. Click **Save**.

* To remove a filter, click [x] next to the filter label directly on the explorer or in a report card.

* To edit a filter, click the filter label to edit as needed, and then click **Save**.

Once you're satisfied with your changes, click **Save** in the upper-right corner of the explorer.

## Manage dimensions in an explorer

On the explorer, you can add or hide [dimensions](https://docs.coveo.com/en/1904/), exclude or include dimension values, or drill down on certain dimension values for further analysis.

* To hide a dimension: on the **Metric Time Series** card, hover over the dimension you want to hide, and then click [view2].

* Hover over a dimension value in the **Table** card, and then click ![Exclude | Coveo Analytics](coveo-analytics/icon-exclude.png) to exclude or [check] to narrow the dimension.

* (Only on **User Query** and **Keyword** dimension values) Hover over a dimension value in the **Table** card, and then click [search2] to view the search results related to the dimension value on the [**Content Browser**](https://platform.cloud.coveo.com/admin/#/orgid/content/browser/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/content/browser/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/content/browser/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/content/browser/)) page.

> **Note**
>
> The search results related to the selected dimension value aren't completely identical to every user since no one has the same permissions.

### Add dimensions or metrics to the Table card

You can choose which [dimensions](https://docs.coveo.com/en/1904/) and [metrics](https://docs.coveo.com/en/2041/) will be displayed in the **Table** card of the explorer to further analyze your data.

. On the explorer, in Edit mode, click [edit] next to the **Table** card.

. In the **Dimensions** and **Metrics** lists, do one of the following to select one or more dimensions and/or metrics to be shown in the table:

* Click the links (**Search**, **Click**, and **Custom**) to browse dimensions and metrics by event type, and then select the ones of your choice.

> **Note**
>
> Custom data can only be leveraged when using the UA Protocol.
> If your Coveo implementation uses the [Event Protocol](https://docs.coveo.com/en/o3r90189/), custom dimensions and metrics shouldn't be added to a report since they won't function as expected.

** Click **All**, and then use the **Filter** box to find and select the dimensions and metrics of your choice.

**Example**

**Country** and **Search Event Count**

. [[DimensionsMetricsAndFilters]]In the **Advanced Settings** section:

.. (Optional) Click icon:filter-add-2[alt=filter-add-2,width=16], and then create one or more metric filters (see [Add dimension and metric filters in cards](https://docs.coveo.com/en/2050/)).

> **Important**
>
> Metric filters are only applied to the **Table** card.
> Therefore, numerical metric counts (**Click Event Count**, **Search Event Count**, etc.) next to the line graph in the **Metric Time Series** card won't be affected by the filters.
> 
> For example, you only want to know the user IDs that have 100 clicks or less, so you add the following filter: `Click Event Count is lower than or equal to 100`.
> Therefore, the click event count in the **Metric time series** card (`250.1K`) won't be the same as the sum of the click event counts in the **Table** card.
> 
> ![Metrics box unaffected | Coveo](:https://docs.coveo.com/en/assets/images/coveo-analytics/admin-metrics-box-unaffected.png)

.. Under **Options**, select the **Row count column** checkbox if you want to display the row count in the table.

.. Under **Sort Direction**, decide the metric value sort order, by selecting **Ascending** or **Descending**.

.. Set the number of rows per page in the table.

.. In the **Value Destination Link** box, [set destination links](https://docs.coveo.com/en/1794/) when clicking table values.

. Click **Save**.

The table is updated to add a column for the selected dimension or metric.

**Example**

If you first select the **Country** dimension, the table displays metric values for **United States**, **Canada**, etc.
You narrow down on the data by adding the **Device** dimension to get all **Country** and **Device** combinations such as United States using Firefox, United States using Chrome, Canada using Chrome, etc.
If you then remove **Country**, the table only shows the metric values for the various devices.

## See which items were opened following a user query

On the explorer, click icon:external-link[alt=external-link,width=16] next to a Keyword or User Query dimension value.

> **Note**
>
> The **Search Relevance** explorer opens in a new browser tab with a filter on the query or keyword value (for example, `User Query is [User_Query_Value]` when clicking icon:external-link[alt=external-link,width=16] next to a **User Query** dimension value), showing the items that were opened following a particular query (see [Keyword](https://docs.coveo.com/en/2948#keyword) and [User query](https://docs.coveo.com/en/2948#user-query)).

## Report on custom events

On the explorer, you can report on queries related to custom events.

. In Edit mode, click [edit] next to the table header.

. Search and select **User Query** and one or more custom [dimensions](https://docs.coveo.com/en/2948#custom-event-dimensions) or [metrics](https://docs.coveo.com/en/2041#custom-metrics) related to custom events to display (for example, **Event Type**, **Unique Event Value**, **Custom Event Count**...).

. Under **Create a relation using**, select **Last search** to link each event to the search event immediately preceding (if any) or select **Visit** to link each event to all queries performed during the user visit in which the event happened.

> **Note**
>
> Select **Last search** when the last query performed by the user is the reason for the custom event.
> 
> For example, in Salesforce, when agents attached a result to a case (`caseAttach`), the last query they made gave them the results they used to do the custom event.
> 
> On the other hand, select **Visit** in situations where none of the queries performed by the user during the visit resolved their matter.
> 
> For example, when one of your clients creates a case (`caseCreate`), they, more often than not, tried to get the information they needed by querying on the subject of their matter before doing the custom event.
> You can then use these queries to create knowledge base articles and therefore fill the content gap.

. Click **Save**.

. [Create a filter](https://docs.coveo.com/en/1675#add-global-dimension-filters) on a dimension value.

**Example**

`Custom Event Value is caseCreate`.

## Export the content of an explorer

On the explorer, at the lower-right corner of each data table in explorers, click [download] to [export the table content as a CSV file](https://docs.coveo.com/en/2810/).

![Download as CSV | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/admin-download-as-csv.png)

## Export data based on your current filters

. On the explorer, click icon:dots-circle-horizontal[alt=dots-circle-horizontal,width=16] in the upper-right corner, and then select **Export raw data using current filters**.

> **Note**
>
> This function exports all the data of your Coveo organization (not only the dimensions and metrics appearing on the page) that meets the criteria (date interval and other filters).
> When you only want to download the content of the **Table** card, use the other export feature (see [Export the content of an explorer](#export-the-content-of-an-explorer) and [Data exports](https://docs.coveo.com/en/2810/)).

. On the [**Data Exports**](https://platform.cloud.coveo.com/admin/#/orgid/usage/raw-data/data-exports/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/usage/raw-data/data-exports/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/usage/raw-data/data-exports/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/usage/raw-data/data-exports/)) page, [download](https://docs.coveo.com/en/l9fb0345#download-an-export) the newly created export (ZIP file) to your local drive.

## Manage access to the explorer

To manage who can access the explorer:

. Click icon:dots-circle-horizontal[alt=dots-circle-horizontal,width=16] in the upper-right corner, and then select **Manage report access**.

. In the **Manage Report Access** panel, define who has access to the explorer.
For more information, see [Manage access to reports](https://docs.coveo.com/en/1888/).

> **Notes**
>
> * You can also manage the users access to all private explorers.
> 
> * By default, explorers are accessible to all members with the View right on Reports.

## Apply a template to an explorer

. On the explorer, click icon:dots-circle-horizontal[alt=dots-circle-horizontal,width=16] in the upper-right corner, and then select **Apply template**.

. In the **Select a Template** panel that appears, [select the template of your choice](https://docs.coveo.com/en/1674#explorer-templates), and then click **Select Template**.

. Click **Save** in the upper-right corner.

> **Note**
>
> This option is useful if you've deleted one of the three pre-configured explorers in the [**Reports**](https://platform.cloud.coveo.com/admin/#/orgid/usage/reports/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/usage/reports/)) page, or if you began with a blank explorer and want to use a template instead.

## Rename an explorer

. On the explorer, in Edit mode, change the explorer name by clicking and editing the original name in the upper-left corner.

**Example**

You want to analyze the workflow of anonymous and authenticated users so you changed the **Audience Copy** page name to **Users Workflow**.

. Optionally, enter an explorer description.

. Click **Save** in the upper-right corner.

## Remove an explorer

To remove an explorer from your list of reports:

. On the explorer, click icon:dots-circle-horizontal[alt=dots-circle-horizontal,width=16] in the upper-right corner, and then select **Delete**.

. In the **Delete Report** dialog that appears, click **Delete** to confirm.

> **Note**
>
> If you inadvertently delete one of the pre-configured explorers, you can recreate them by [applying the related template to an explorer](#apply-a-template-to-an-explorer).

## Share an explorer

You may want to share an explorer with other members of your Coveo organization.

. On the explorer, click **Edit**

. In your browser address bar, copy the URL and share the link to any colleagues who have the required privileges to review explorers.

> **Notes**
>
> * If the explorer you want to share is already saved, you can make appear the shareable link in your browser address bar by selecting the same date interval (for example, last week).
> 
> * The shared link contains all the current report state (filters, dimensions, metrics).

## Required privileges

The following table indicates the required privileges to view and edit explorers from the [**Reports**](https://platform.cloud.coveo.com/admin/#/orgid/usage/reports/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/usage/reports/)) page and associated panels (see [Manage privileges](https://docs.coveo.com/en/3151/) and [Privilege reference](https://docs.coveo.com/en/1707/)).

> **Note**
>
> Access to explorers or part of their content may be further restricted as a function of the member (see [Manage access to reports](https://docs.coveo.com/en/1888/) and [Manage permission filters](https://docs.coveo.com/en/1917/)).

[cols="3",options="header"]
|===
|Action
|Service - Domain
|Required access level

|View explorers
a|
Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Analytics - Reports

Organization - Organization
|View

.3+|Edit explorers
a|
Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Organization - Organization
|View

a|
Analytics - Data exports

Analytics - Reports
|Edit

|Analytics - Administrate
|Allowed
|===