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Creating Dashboards
- Understanding Report Cards
- Reviewing and Managing Dashboards
- Use Case of Creating Custom Dashboards
- Adding Table Cards
- Adding Trend Cards
- Adding Metric Cards
- Adding Visit Metric Cards
- Adding Calculated Metric Cards
- Adding Metric Time Series Cards
- Adding Dimension Time Series Cards
- Adding Visit Metric Time Series Cards
- Adding and Reviewing Pie and Bar Chart Cards
- Adding Map Cards
- Adding Packed Bubble Chart Cards
- Adding Note Cards
- Duplicating an Element
- Reviewing Content Behind Cards
Reviewing Content Behind Dashboard Cards
After you add usage analytics cards to your dashboard, especially visual cards such as line, pie, and bar chart cards, you may want to explore the data behind the graphics.
Therefore, you can convert most dashboard cards (except trend and metric cards) into a usage analytics explorer, to test card configuration changes before officially applying them, or to perform a more in-depth review of the card content, adding more filters or concepts as necessary (see Required Privileges).
Access a Dashboard
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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 reports (see Required Privileges).
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In the main menu on the left, under Analytics, select Reports.
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In the Reports page:
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Click the row of the report that you want to open, and then, in the Action bar, click View.
OR
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Double-click the row of the desired report.
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In the [Dashboard name] page, in the top right corner of the screen, access the Edit mode by clicking Edit.
Changes you made prior accessing the Edit mode are kept. You must thus remove these changes (if unwanted) before saving the report.
Review Content Behind Dashboard Cards
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Access a dashboard (see Access a Dashboard).
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At the top-right corner of a time series, table, map, trend, pie chart, or bar chart, or packed bubble card, click the Explore Data icon (
).
Your card is temporarily converted in a usage analytics explorer in which the same dashboard global filters and period to review are applied.
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In the Data Explorer, you can perform the same actions as in a normal usage analytics explorer (see Reviewing and Managing Usage Analytics Explorers), such as:
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Managing explorer global filters;
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Modifying the period to review;
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Managing table card filters;
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Managing table card dimensions and metrics.
Every change you make in this window does not affect the dashboard configuration when you return.
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Once you are done:
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Download the table content in a CSV file by clicking the Download as CSV icon
at the bottom-right corner.AND/OR
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Return to the report by pressing Esc or clicking outside the window or on the X icon in the top-right corner.
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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 - Dimensions Analytics - Reports Organization - Organization |
View |
| Edit dashboard |
Analytics - Analytics data Analytics - Dimensions Organization - Organization |
View |
| Analytics - Reports | Edit | |
| Analytics - Administrate | Enable |
What’s Next?
When your tests are conclusive, officially make your modifications on the dashboard card.