--- title: 'Use Case: Create a dashboard linking to the Visit Browser' slug: '1939' canonical_url: https://docs.coveo.com/en/1939/ collection: coveo-analytics source_format: adoc --- # Use Case: Create a dashboard linking to the Visit Browser You can use 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 of the [Coveo Administration Console](https://docs.coveo.com/en/183/) to create a custom [dashboard](https://docs.coveo.com/en/256/) that shows the [case deflection](https://docs.coveo.com/en/2911/) trend inside your [Coveo organization](https://docs.coveo.com/en/185/) and links to the [**Visit Browser**](https://platform.cloud.coveo.com/admin/#/orgid/usage/visit/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/usage/visit/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/usage/visit/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/usage/visit/)) page to analyze [visits](https://docs.coveo.com/en/271/) where cases weren't deflected. By analyzing the exact [queries](https://docs.coveo.com/en/231/) that precede a case creation and browsing the user [visits](https://docs.coveo.com/en/271/) in which they were performed, an [analytics manager](https://docs.coveo.com/en/1980#analytics-managers) can add content (such as Knowledge Base articles) to the website of their organization to improve case deflection and customer satisfaction (see [Report on custom events](https://docs.coveo.com/en/1899#report-on-custom-events)). Once all the necessary changes are made, the analytics manager can assess if they impacted the case deflection trend. This article covers a way to do just that and describes one of the infinite possibilities you can achieve with custom dashboards. > **Note** > > Before building this particular dashboard, you should get familiar with [adding a custom dashboard](https://docs.coveo.com/en/1542/) and the [Visit Browser](https://docs.coveo.com/en/1964/) features. ## Add a dashboard Dashboards are divided into sections that can each contain any Coveo Analytics [cards](https://docs.coveo.com/en/267/) available in the Coveo Administration Console. . 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 of the Administration Console, click **Add**, and then select **Blank Dashboard**. . In the dashboard panel, enter a dashboard title, for example `Case Deflection`. . Enter a dashboard description that reflects its purposes. **Example** `This dashboard is used to monitor case deflection on Barca Sports' online community.` . Click the time span on the right to select the time period for which you want to review the case deflection trend. . Click **Save**. ![Custom dashboard showing case deflection title | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/custom-dashboard-unsaved.png) ## Add a Case Deflections section . Now that you've created your dashboard, click **Edit** to create a section. . Enter a section title, for example, `Case Deflections`. . Now that the section is created, add the necessary cards: ### Add a Metric time series for case deflections Add a time series that only shows the number of deflected cases in your organization over time. . In the **Case Deflections** section, click **Add card to section**. . In the **Add a card** panel, select **Metric Time Series**. . In the **Add a Metric time series card** panel, enter a card title, for example, `Case deflections over time`. . Under **Metrics**, select **All**. . Type `Custom Event Count` to locate the required [metric](https://docs.coveo.com/en/263/), or select **Custom Event Count** by scrolling the list of available metrics. . In the **Advanced Settings** section: .. Add the following filters: **Event Type is** `caseDeflection` and **Event Value is** `cancel`. .. (Optional) Under **Options**, select **Display trend data** or **Display metric data**. .. Under **Data display**, select **Line**. .. Under **Create a relation using**, select **Visit**. ![Add a Metric Time Series Card panel | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/metric-time-series-card-panel.png) . Click **Add card**. . Resize the graph to be able to see **Average** and **Peak**. ### Add a Table for items viewed during a case deflection Add a table that shows the viewed items which helped the user and they didn't need to create a case. . In the **Case Deflections** section, click **Add card to section**. . In the **Add a Card** panel, select **Table**. . In the **Add a Table card** panel, enter a card title. . Under **Dimensions**, select **All**. .. In the search box, type `Document Title` to locate the required dimension, or select **Document Title** by scrolling the list. . Under **Metrics**, select **All**. .. In the search box, type `Custom Event Count` to locate the required metric, or select **Custom Event Count** by scrolling the list. . In the **Advanced Settings** section: .. Add the following filters: **Document Title is not** `n/a` and **Event Value is** `cancel`. .. Under **Sort direction**, select **Descending**. .. Under **Create a relation using**, select **Visit**. . Click **Add Card**. ### Add a Table for submitted queries Add a table that shows the queries that were submitted during a visit where a case deflection occurred. . In the **Case Deflections** section, click **Add card to section**. . In the **Add a Card** dialog, select **Table**. . In the **Add a Table card** panel, enter a card title. . Under **Dimensions**: .. Select **All**. .. In the search box, type `User Query` to locate the required dimension, or select **User Query** by scrolling the list. . Under **Metrics**: .. Select **All**. .. In the search box, type `Custom Event Count` to locate the required metric, or select **Custom Event Count** by scrolling the list. . In the **Advanced Settings** section: .. Add the following filter: **User Query is not** `blank` or `n/a`. .. Under **Sort direction**, select **Descending**. .. Under **Create a relation using**, select **Visit**. . Click **Add Card**. ### Add an items viewed Metrics card Create a metrics card that shows the number of items viewed in a visit in which a case was deflected. . In the **Case Deflections** section, click **Add card to section**. . In the **Add a Card** dialog, select **Metric** to create a metrics card that shows the number of items viewed in a visit in which a case was deflected. . In the **Add a Metric Card** dialog, enter a card title. . Under **Metric**: .. Select **All**. .. In the search box, type `Click Event Count` to locate the required metric, or select **Click Event Count** by scrolling the list. . In the **Advanced Settings** section: .. Add the following filter: **Event Value is** `cancel`. .. (Optional) Under **Option**, select **Display trend data**. .. Under **Create a relation using**, select **Visit**. . Click **Add Card**. ### Add a submitted queries Metric card Create a metrics card that shows the number of queries submitted in a visit in which a case was deflected. . In the **Case Deflections** section, click **Add card to section**. . In the **Add a Card** dialog, select **Metric**. . In the **Add a Metric Card** dialog, enter a card title. . Under **Metric**: .. Select **All**. .. In the search box, type `Search Event Count` to locate the required metric, or select **Search Event Count** by scrolling the list. . In the **Advanced Settings** section: .. Add the following filter: **Event Value is** `cancel`. .. (Optional) Under **Option**, select **Display trend data**. .. Under **Create a relation using**, select **Last search**. . Click **Add Card**. ## Add a Case Creations section Now that you've added your last card in the **Case Deflections** section, you can add a section to monitor case creations. . Create a new section by entering the title `Case Creation`. . Now that the section is created, add the necessary cards: ### Add a Metric time series for case creation Create a time series that shows the number of created cases in your organization over time. . In the **Case Creation** section, click **Add card to section**. . In the **Add a card** panel, select **Metric Time Series**. . In the **Add a Metric Time Series Card**, enter a card title. . Under **Metrics**, select **All**. . Type `Custom Event Count` to locate the required [metric](https://docs.coveo.com/en/263/), or select **Custom Event Count** by scrolling the list. . In the **Advanced Settings** section: .. Add the following filter: **Event Type is** `all`. .. Add the following filter: **Event Value is** `caseCreate`. .. (Optional) Under **Options**, select **Display trend data**. .. Under **Data display**, select **Line**. .. Under **Create a relation using**, select **Visit**. . Click **Add card**. . Resize the graph to be able to see **Average** and **Peak**. . Select **Day** from the available time intervals on the graph. ### Add a Table for submitted queries during a case creation Add a table that shows the queries that were submitted the most during a visit where a case creation occurred. . In the **Case Creation** section, click **Add card to section**. . In the **Add a Card** dialog, select **Table**. . In the **Add a Table card** panel, enter a card title. . Under **Dimensions**: .. Select **All**. .. In the search box, type `User Query` to locate the required dimension, or select **User Query** by scrolling the list. . Under **Metrics**: .. Select **All**. .. In the search box, type `Custom Event Count` to locate the required metric, or select **Custom Event Count** by scrolling the list. .. In the same search box, type `Unique User ID` to locate the required metric, or select **Unique User ID** by scrolling the list. . In the **Advanced Settings** section: .. Add the following filters: **Event Value is** `caseCreate` and **User Query is not** `blank` or `n/a`. .. In **Value destination link**, add the following URL and complete the date interval (start date and end date) parameter in `dd-mm-yyyy` format: `\https://platform.cloud.coveo.com/#usage/visit?from=&to=&f=%28customEventType%3D%3D%27Search%27%29AND%28queryexpression%3D~%27{value}%27%29&f=%28customevent.value%21%3Dnull%29AND%28customeventvalue%3D%3D%27caseCreate%27%29` > **Note** > > Clicking a table value opens the **Visit Browser** with the following two filters: > > ![Visit Browser filters example | Coveo](:https://docs.coveo.com/en/assets/images/coveo-analytics/visit-browser-filters-example.png) > > where `` is replaced with the clicked value in the table, allowing you to browse all user visits that match these two criteria. .. Under **Sort direction**, select **Descending**. .. Under **Create a relation using**, select **Last search**. . Click **Add Card**. . Click **Save** to save the dashboard. ## Required privileges The following table indicates the required privileges to view and edit dashboards 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. Learn more about the [Privilege reference](https://docs.coveo.com/en/1707/) or how to [manage privileges](https://docs.coveo.com/en/3151/). > **Note** > > Access to dashboards or part of their content may be further restricted as a function of the member. > See how you can [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 dashboards |Analytics - Analytics data Analytics - Dimensions Analytics - Named filters Analytics - Permission filters Analytics - Reports Organization - Organization |View .3+|Edit dashboards |Analytics - Analytics data Analytics - Dimensions Analytics - Named filters Analytics - Permission filters Organization - Organization |View |Analytics - Data exports Analytics - Reports |Edit |Analytics - Administrate |Allowed |===