Run Document access details
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Open Panviva Manager An Admin user who can manage and assign feedback, workflows, document, images etc..
The Document Management window displays.
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Click Analytics.
The Analytics window displays.
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Select Document Access Details.
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Complete the fields, as required.
Field
Instruction
Document/Folder selector
Select a folder or document.
Users
Optional.
Select a user or multiple users.
Roles
Optional.
Select the role(s) if applicable.
Date from
Select the start date.
Date to
Select the end date.
Time interval
Select Daily, Weekly or Monthly.
Access Type
Optional.
Type an access type option such as Search, Folder Tree Documents accessed from the Folder view in Viewer., Favorites Documents accessed from a user's Favorites list. or API Documents accessed via an API call method. See dev.panviva.com (https://dev.panviva.com/) for a list of available methods..
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Click Run analytics.
A chart displays with your results.
Note: Hover over a data point to see the date and document accesses count. Scroll down to see more details.
Details of Export full data report
Access type |
Definition |
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API |
Documents accessed via an API call method. See dev.panviva.com (https://dev.panviva.com/) for a list of available methods. |
Change Notification Documents accessed from a notification in the Messages. |
Documents accessed from a notification in the Messages. |
Document link Documents accessed from a link from one document to another. |
Documents accessed from a link from one document to another. |
External link |
A link originating from outside of Panviva. |
Favorites |
Documents accessed from a user's Favorites list. |
Folder Tree |
Documents accessed from the Folder view in Viewer Viewers are users with Read-only access to documents. They can access documents and submit feedback to editors. |
Login |
Home pages accessed when the user logs on. Note: This counts all home pages a user has access to, not just the primary home page.) |
Documents accessed from either:
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Documents accessed via the My training folder in Viewer. (The online learning folder in the Folder view could be named differently if your administrator assigned a different name to the folder.) |
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Search |
Documents accessed from a list of search results. |
Workflow Documents accessed from a review or approve list in the Folder view. |
Documents accessed from a review or approve list in the Folder view. |
To toggle between chart and data views:
To see the... |
Then... |
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Chart view |
The view scrolls to the chart. |
Table view |
The view scrolls to the table. |
To zoom in on an area of the chart:
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Press and drag over the area of the chart you want to examine in more detail. Hint.
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Click Reset zoom to return to the original setting.
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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 as a CSV
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Click Export full data
The report runs as a background task.
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Click
.
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Select Background tasks.
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Select the report.
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Click Download.
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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.
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Click Save As. The Save Filter As dialog box displays.
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Enter a Name for the search filter.
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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:
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Select the appropriate Analytics report.
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Select a saved filter. The appropriate fields populate with the saved filters.
Note: You may still add or change filters as needed.
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Click Run analytics. The analytics report displays.