The Analytics tab displays interactive filterable reporting data detailing project activity.

Data is updated/refreshed several times hourly. Information is categorized across a series of reports, grouped according to function in the left drawer options menu. Each report has interactive cards and tables that have varying controls based on their data. 

 

Report categories include:

Reviewer Activity Reports - See how users are engaging with project content

• Content Engagement*
• Login & User Activity*
  
  * These reports can display using either Roles or Teams as the base criteria.

 

Collaboration & Workflow - Review

• Q&A
• Trackers

 

Security & Control - See what your Project Admin team is doing

• Change History
• Permissions
• Redaction

Filters – Filters are displayed at the top of each report. Common filters display horizontally with titles across your report view, while less common filters appear behind the More Filters button. Filters are applied immediately upon selection.

The Roles filter - for best results we recommend selecting all filters and then deselecting Project Admin.

 

Visual displays - Hover over visual elements, or cards, for additional information. Most cards contain clickable elements that exhibit granular data pertaining to your selection. Click Maximize/Minimize in the upper right to expand and contract the view of the card, or press the spacebar to toggle your view. 

In table cards, drag headers left and right to reorder columns. 

 

Click Export > Export to send a PDF, Excel, or image of a report to any group of desired recipients (email does not include a copy list, so recipients are unaware of other receivers).

Report exports can also be scheduled to be sent automatically at the desired intervals.


To create scheduled report deliveries from within a report:

  1   Click Export.

  2   Select Schedule Export.

  3   Enter a report title, recipient email addresses (no copy list will be visible), and a custom message if desired.

  4   Choose the format and frequency.

  5   Click Save.

To review a list of scheduled emails for the selected report, click Export > View all schedules. This only reveals scheduled emails for the currently selected report. To delete a scheduled delivery, select the trash can icon. Only the creator of a scheduled delivery may delete a saved scheduled delivery. 


File and Folder Title Link Behavior

The file and folder titles in the Content Engagement and Change History reports are links that behave as follows:

• Clicking file links opens files in the document viewer, in a separate tab
• Clicking folder links brings the user to the Documents tab, with folder contents displayed in the main panel
• Reviewers with access to Analytics receive an error if trying to open a file they do not have permissions to see
• Admins and reviewers with Analytics access receive errors when attempting to open Download Only files, files in the Recycle Bin, or Deleted files

Content Engagement

Change default filters as desired using filter menus displayed across the top of the report. Filters apply to visual displays and their correlated downloadable reports as well as tabular data shown below display fields. 

Filters include:

• View Report By - Choose roles or teams
• Users - Choose from All or Active
• Role - Choose any combination of roles 
• Teams - Choose any combination of teams
• Date - Use preset options or click the calendar icon to define a specific date range
• More Filters
  • Access Type - Bulk Download, Download, Print, or View
  • Fileroom Name - Data for all filerooms displays by default
  • Index - View activity for specific items according to Index number
  • Folder Name - View activity for specific folders
  • Document Name - View activity for specific items according to document name
  • Email Address - Choose any combination of individual users
  • Content ID

Login & User Activity

Change default filters as desired using filter menus displayed across the top of the report. Filters apply to visual displays and their correlated downloadable reports as well as tabular data shown below display fields.

Filters include:

• View Report By - Choose roles or teams
• Users - Choose from All or Active
• Role - Choose any combination of roles 
• Team - Choose any combination of teams
• Date Range - Use preset options or click the calendar icon to define a specific date range
• User Name - Select a specific user or subset of users
• More Filters - User email address, user company

Q&A 

Change default filters as desired using filter menus displayed across the top of the report. Filters apply to visual displays and their correlated downloadable reports as well as tabular data shown below display fields.

Filters include:

• Date Range - Use preset options or click the calendar icon to define a specific date range
• Q&A Team - Choose any combination of Q&A teams, or use the default setting to display activity from all teams
• Question ID - Displays Question team name and question ID number
• Category - Choose any combination of question categories
• Priority - True or False (if True is chosen, only data pertaining to priority questions displays)
• More Filters  
  • Event Name
  • Question
  • Answer
  • FAQ ID
  • User Company
  • User Email
  • User Name

 

Trackers

 

Change default filters as desired using filter menus displayed across the top of the report. Filters apply to visual displays and their correlated downloadable reports as well as tabular data shown below display fields.

Filters include:

• Fileroom Name - Choose from any combination of available filerooms
• Tracker Name - Choose any combination trackers; if your desired tracker doesn't appear in the filter, be sure the associated fileroom is selected in the 'Fileroom Name' filter

Change History

Change default filters as desired using filter menus displayed across the top of the report. Filters apply to visual displays and their correlated downloadable reports as well as tabular data shown below display fields.

Filters include:

• Date - Use preset options or select the calendar icon to define a specific date range
• File Type - Select any combination of file types
• Fileroom Name - Select any combination of available filerooms
• Fileroom ID  
• More Filters
  • Content Type - Document, folder, fileroom, placeholder, inbox
  • Email Address - Choose one or more addresses to display actions taken only by those users
  • Folder Name
  • Folder ID
  • Content Name 
  • Content ID 

Permissions

Change default filters as desired using filter menus displayed across the top of the report. Filters apply to visual displays and their correlated downloadable reports as well as tabular data shown below display fields.

Filters include:

• Fileroom Name - Choose from available filerooms
• Permission Level - All, hidden, download, manage, view, print
• Role - Select any combination of user roles
• Show Only 'Download Only' Files - Select 'True' to limit results to Download Only status files
• More Filters
  • File Name - Email address of the Project Admin who made the change
  • Folder Name
  • Index - Select any combination of index positions
  • Content ID - Filter by Analytics team
  • Published Status - All items, or choose only published or unpublished
  • File Type - Any combination of file types existing in the project
  • Permission Granter - Choose to display permissions applied by a single admin or group of admins

Redaction 

Change default filters as desired using filter menus displayed across the top of the report. Filters apply to visual displays and their correlated downloadable reports as well as tabular data shown below display fields.

Filters include:

• Fileroom Name - Choose from available filerooms
• Folder Name - Review any combination of specific folders
• User Redacting - Choose from individuals who have performed redactions
• Content Name - Check redaction activity relating to a specific file or file group
• More Filters
  • Index - Select any combination of index positions
  • Content ID - File ID