Document feedback audit

1. Open Panviva Manager An Admin user who can manage and assign feedback, workflows, document, images etc..

   The Document Management window displays.

2. Click Analytics.

   The Analytics window displays.

3. Select Document feedback audit.

4. Complete the following fields, as necessary:

   Note: The Document/Folder selector field must be completed. All other fields are optional. If you do not complete any fields, the report pulls data using the default values shown in the fields.To ensure you get the data you want, be sure to complete the appropriate fields (i.e. apply filters).

   Field	Instruction
   Document/Folder selector	Click . Select the appropriate folder. Click Add Doc/Folder.
   Priority	Select Low, Medium or High.
   Active from	Select the start date.
   Active to	Select the end date.

5. Click Run analytics.

   The results display.

6. Choose the next step:

   To...	Then...
   Print the report	Click Print
   Export the report as a PDF	Click Export to PDF
   Export the report as an Excel spreadsheet	Click Export to Excel

7. Click Reset filters to run a new report.

To toggle between chart and data views:

To see the...	Then...
Chart view	Click . The view scrolls to the chart.
Table view	Click . The view scrolls to the table.

To zoom in on an area of the chart:

1. Press and drag Hold down the left mouse button. over the area of the chart you want to examine in more detail. Hint The standard zoom in/out gestures work on a touch screen for this chart..

2. Click Reset zoom to return to the original setting.

3. Choose the next step:

   To...	Then...
   Print the report	Click Print
   Export the report as a PDF	Click Export to PDF
   Export the report as an Excel spreadsheet	Click Export to Excel
   Export all of the analytic's data A record of each individual user who accessed Panviva in the selected period. as a CSV	Click Export full data   The report runs as a background task. Click . Select Background tasks. Select the report. Click Download.

4. Click Reset filters to run a new report.

To save a search filter:

You have applied filters to an analytic report and you want to use those same filters again in the future.

Note: You can save multiple filters for any analytics report.

1. Click Save As. The Save Filter As dialog box displays.

2. Enter a Name for the search filter.

3. Click Save .

The filter is listed in the Saved filters field.

Note: The next time you run this analytic, you can select the filter and the filters you had applied populate the fields. You can then click 'Run analytics'.

To use a saved search filter:

1. Select the appropriate Analytics report.

2. Select a saved filter. The appropriate fields populate with the saved filters.

   Note: You may still add or change filters as needed.

3. Click Run analytics. The analytics report displays.