The Acquire Analytics tab displays interactive filterable reporting data detailing project activity. Data is updated/refreshed several times hourly. Analytics reports are housed within the left drawer navigation menu and include:
 

Report categories include:

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

• Content Engagement*
• Login & User Activity

Security & Control - See what your administrative team is doing

• Change History*
• Permissions

 

  * These dashboards can display using either roles or teams as the base criteria.

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

Filters are persistent. When you revisit your dashboard, the last filters you set will be maintained. Click Reset to revert back to default settings.

 

Visual displays - Hover over visual elements for additional information. All visual displays contain clickable elements that exhibit granular data pertaining to your selection. Click the options menu (3 horizontal dots) in the attributes card that appears to see options and View Underlying Data. 

 

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

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


To create scheduled dashboard deliveries from within Analytics:

  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, click Export > View all schedules. This reveals all scheduled emails across all Analytics dashboards. 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 dashboard. 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 - Choose any combination of access designations
  • Fileroom Name - Data for all filerooms displays by default
  • Document Name - View activity for specific items according to document name

Login & User Activity

Change default filters as desired using filter menus displayed across the top of the dashboard. 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

Change History

Change default filters as desired using filter menus displayed across the top of the dashboard. 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 dashboard. 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