Run Top documents

 

  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 Top documents.

  4. Complete the fields, as required.

    Field 

    Instruction 

    Folder selector 

    Select the appropriate folder. 

    Type 

    Optional.

    Select the type of file (Top tabs 1/3 screen, Side window etc.). If you don't select a type of file, all file types are selected by default.

    Users 

    Optional.

    Select a user or multiple users.

    Roles 

    Optional.

    Select a role or multiple roles.

    Date from 

    Select the start date. 

    Date to 

    Select the end date. 

    Number of records 

    Select 10, 100 or 1000. 

  5. Click Run analytics.

A chart displays with your results.

Note: Hover over a column to see number of accesses. Scroll down to see more details.

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.