Run Document access details

1. Open Panviva Manager An administrative role responsible for managing workflows, feedback, and document assignments..

   The Document Management window displays.

2. Click Analytics.

   The Analytics window displays.

3. Select Document Access Details.

4. 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 A hierarchical view of folders and documents accessible from the Folder view in the Panviva Viewer., Favorites Documents saved by users for quick access. or API.

5. 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
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 message notification in the Messages section.	Documents accessed from a notification in the Messages.
Document link	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 A user role with read-only access to Panviva documents who can also submit feedback..
Login	Welcome pages accessed when the user logs on. Note: This counts all Welcome Page a user has access to, not just the primary Welcome Page.
Navigation History A record of documents viewed recently, accessible via More > Miscellaneous > Navigation History or the Back button.	Documents accessed from either: The Navigation history; (In the More menu > Miscellaneous.) and
Online Learning Documents accessed via the My Training folder in Viewer. Note that the online learning folder in the Folder view could be named differently if your administrator assigned a different name to the folder.	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.)
Search	Documents accessed from a list of search results.
Workflow A structured sequence of steps or approvals that guide users through a process in Panviva.	Documents accessed from a review or approve list in the Folder view.

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.