Add note cards

This is for:

Business Analyst System Administrator

Usage analytics dashboards offer many ways to review the data collected by Coveo Usage Analytics (Coveo UA). You can add Note cards to dashboards to highlight important elements in existing cards, such as statistics that require attention or configuration change history, or to warn users.

Example

You don’t want your colleagues to modify a dashboard, so you add a note card to let them know.

Example of a note card | Coveo Usage Analytics

Add Note cards in usage analytics dashboards

  1. In an existing dashboard, click Edit in the upper-right corner to access Edit mode.

    Note

    In a new dashboard, the report is in Edit mode by default.

  2. In a section, click Add card to section.

    Tip

    You can also duplicate an existing card with copy16px, and then only modify what needs to be different.

  3. In the Add a Card dialog:

    1. Select Note.

    2. In the first input, enter a meaningful Card title. For example, Warning for the Visit Clickthrough Graphic.

    3. In the Note input, enter a comment, an explanation, or a warning in plain text or using Markdown syntax.

      Tip

      You can expand the Formatting section to review some Markdown syntax elements.

      Note card format example | Coveo Usage Analytics
      Examples

      • You want to refer to another one of your Coveo organization reports:

        <REPORT_TITLE>: https://platform.cloud.coveo.com/admin/#/orgid/usage/reports/dashboard/title_organizationid

      • You want to embed a YouTube video, such as the Commerce Personalization Functionality video:

        Example of Markdown syntax in note cards | Coveo Usage Analytics 
         **Commerce Personalization Functionality**
 [![Video thumbnail](http://img.youtube.com/vi/rvnxX-c3lGo/0.jpg)]
 (http://www.youtube.com/watch?feature=player_embedded&v=rvnxX-c3lGo "Open on YouTube")

    4. In the Preview section, you can see how the note content will appear after adding or saving the card.

    5. In the Advanced Settings section, under Type, select whether the note is an Information or a Warning type.

    6. Click Add Card.

  4. Back on the dashboard, click Save in the upper-right corner.

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 dashboards

Analytics - Analytics data
Analytics - Dimensions
Analytics - Reports
Organization - Organization

View

Edit dashboards

Analytics - Analytics data
Analytics - Dimensions
Organization - Organization

View

Analytics - Reports

Edit

Analytics - Administrate

Allowed