Run Document access details

  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 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 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..

  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 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.) 

Navigation History Documents accessed from either: 1. The Navigation history in the More menu > Miscellaneous and 2. Using 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 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... 

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 over the area of the chart you want to examine in more detail. Hint.

  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 as a CSV 

    • Click Export full data  

    The report runs as a background task.

    • Click More menu .

    • 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.