Reviewing User Visits With the Visit Browser

You can use the Visit Browser in the Administration Console navigation menu to search and browse user visits (see Who Can Perform the Page Actions). The Visit Browser can be used for various purposes such as validating an implementation from a quality assurance perspective or making sure that all events are logged properly.

The Visit Browser provides a way to first select visits that meet some criteria (for example, find all visits in which a case deflection happened) then see each individual visit where all the events in the order they occurred in those visits are displayed.

  • By default, the Visit Browser shows 10 visits per page and 250 events per visit. However, all events that occurred in the visits are available when you export the visit data (see Export Visit Data That Meet Your Criteria).

  • Permission filters act as inclusion filters if at least one event during a user visit matches the filter. It’s thus not recommended to use permission filters to filter out user visits (see Add Filters to Narrow the Visits Down to Only Those You Want and Adding and Managing Permission Filters).

    The permission filter Custom Event Value is not Case Deflection will still show visits in which a case deflection occurs if another custom event was performed during those visits.

    You should instead use exclusion filters to filter out visits containing specific events (see Exclusion Filters).

  • You can’t remove events from a visit, either the visit contains an event that match the specified criteria or the visit is filtered out.

  • The Visit Browser is updated live to show the latest visits.

Access the “Visit Browser” Page

  1. If not already done, log in to your Coveo Cloud organization with an Admin or Analytics Manager user role account.

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

Set the Date Interval Over Which You Want to Review Search Usage Data

  1. Access the Visit Browser page (see Access the Visit Browser Page).

  2. On the Visit Browser page, in the upper-right corner of the window, you can quickly go from the current selected date interval (last week, month…) to the previous period or next period by clicking the left Left-Arrow-Icon and right Right-Arrow-Icon arrows respectively. Alternatively, you can click the box containing the actual date range (e.g., Actual-Date-Range-Icon - by default the last 7 complete days) to access the Report Period dialog, and then select the date range you want to review (see Setting the Period to Review Search Usage Data).

    You can select a period that’s incomplete (e.g., the current month), in which case your date range selection will always include the latest available visits until the period ends (e.g., the first day of the following month).

    You’re reviewing data per Month and want to see how visits are trending for the first two weeks of the current month, so you click the right arrow Right-Arrow-Icon.

Add Filters to Narrow the Visits Down to Only Those You Want

You can proceed different ways to only keep the visits you want to review. You can add inclusion filters, exclusion filters, or a combination of both inclusion and exclusion filters. When you only add exclusion filters, all visits are shown, except the ones containing an event that meets your criteria.

You want to investigate what users who never use the search bar do in their visits, so you exclude all visits containing a manual query.

  1. Access the Visit Browser page (see Access the Visit Browser Page).

  2. (Optional) On the Visit Browser page, when you want to add exclusion filters, select the Exclude visits containing check box.

    You want to analyze user sessions containing a specific query, but in which no support cases were created, so you select the check box to then be able to add the following filter:

    Admin-VisitBrowserExclFilters

  3. Click any event, and then select between four event types (an event, a search event, a click event, or a custom event.

  4. Access the dialog to add global dimension filters by clicking Add filter Filter-Addition-Icon (see Adding Global Dimension Filters).

    Admin-VisitBrowserFiltExb

    Once created, the filter(s) appear(s) in the top bar under Show visits containing or Exclude visits containing and only the user visits meeting your criteria appear.

    • You can add filters to apply on another event type by clicking the plus sign Square-Grey-Plus-Sign-Icon. The visits that appear will then match these two parameters.

      You want to browse user visits in which an item was opened and a case deflection occurred.

      Admin-VisitBrowserFiltExc

    • Once you’re done with the filters, you can bookmark the web page or copy/paste the URL in the place of your choice to be able to later access the same state of the Visit Browser.

Browse User Visits

  1. Access the Visit Browser page (see Access the Visit Browser Page).

  2. On the Visit Browser page, after setting the date interval and adding filters, click a visit row to see all events that occurred in that particular visit.

  3. Click an event row to see all available information on the event, such as dimensions value and the response time (see Usage Analytics Dimensions).

    You can verify if events are logged properly by ensuring the metadata of each event is complete and valid.

Review Single Visit Containing More Than 250 Events

  1. Access the Visit Browser page (see Access the Visit Browser Page).

  2. On the Visit Browser page, click a visit containing more than 250 events.

  3. Under the 250th event, click Create.

  4. In the Export estimate dialog that appears, select the Use Dimension Display Names check box, when you want the export to show the same dimension names as they appear in usage analytics reports.

    Origin 1 (Page/Hub)

    By default, exports show the dimension API names.

    originLevel1

  5. In the navigation bar on the left, under Analytics, select Exports.

  6. On the Exports page, on the line of the newly created export, click the Icon-Download icon to download the ZIP file on your device.

    The export contains all missing events.

Export Visit Data That Meet Your Criteria

  1. Access the Visit Browser page (see Access the Visit Browser Page).

  2. On the Visit Browser page, in the upper-right corner of the screen, click Export Visit Data Download-Icon.

  3. In the Export Estimate window that appears and shows the number of events to be contained in the export, click Add an Export.

    The export is created and available for download on the Administration Console Exports page.

    When the export contains more than 3 millions events, the events are sorted randomly rather than by date and time.

  4. In the navigation bar on the left, under Analytics, select Exports.

  5. On the Exports page, on the line of the newly created export, click the Download-Icon icon to download the ZIP file on your computer.

Who Can Perform the Page Actions

The required roles are:

  • Analytics Manager

    OR

  • Analytics Viewer

    OR

  • Administrator

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