Use Table Views in Site Analytics

  • Updated

Context

After you’ve filtered the Site Analytics KPI cards and Website Visits graph to show trends, you can view more detailed metrics in the table view below. In the table view, you access data about individual accounts and web pages that are reported on as a collective whole on the top of the page. You can focus on different dimensions as well:

  • On the Accounts tab, you can gain insight to particular details, such as date of first account visit to your website and last time that an account had a page view of your site.
  • On the Pages tab, you can see unique web pages visited by the accounts over the time period specified on top of the page.

On the Accounts tab, you’re not limited to just reviewing data in the table view. You can select specific accounts and then take action on those accounts. See Taking Action with Accounts and People for actions you can take.

Use the search function on the Accounts tab to search the table for matching entries in the Account Name column. When you search in the table view, indicate what types of accounts to capture in your search using the drop-down list next to the search field:

  • Net new and existing accounts
  • Net new accounts
  • Existing accounts

On the Pages tab, you can search for a text-string match with an entry in the Visited Web Page column of the table.

Searches on both tabs are case-insensitive and return full and partial text matches. You also can search on a collection of text strings.

Prerequisites/Preparation

Engagement Minutes must be associated with web pages in order for the page visit data to appear in Site Analytics.

Steps: Use the Accounts Tab Table

  1. From the left navigation bar, go to Analytics2.png Analytics > Site Analytics. If Site Analytics isn’t visible, maximize the Engagement node.
    Site_Analytics_Menu_Item.png
  2. Select a date range.
  3. Select a saved filter or use the quick filters for exact match criteria.
    Site_Analytics_Filters.png
  4. Ensure that the Accounts tab is selected above the table.
    Site_Analytics_Page.png
  5. If you don’t see accounts that you want to analyze or change, you can do one or both of the following:
    • Enter a search string to find a match in the Account Name column.
    • Filter what set of accounts to display using the drop-down list.
      Site_Analytics_Account.png
  6. If you want to take action on specific accounts, select Account Name checkboxes and click Take Action
  7. To change the display of columns in the table view, do the following:
    a. Click Edit Columns at the bottom of the table.
    b.
    To remove a column, click the minus sign icon.
    c.
    Use the Select drop-down list to select other column fields to display.
    d. To “freeze” a column, click the lock icon. This forces the table to display the column on the left side regardless of scrolling actions.
    e.
    If any default columns aren't displayed and you want to restore them, click Default. This removes all non-default fields from the table.
    f.
    To rearrange the order of columns, click on a column and drag it to the desired location.
    g. Click Apply.
    Site_Analytics_Edit_Columns.png
  8. To export the list of accounts in CSV format, click Export.

Steps: Use the Pages Tab Table

  1. From the left navigation bar, go to Analytics2.png Analytics > Site Analytics. If Site Analytics isn’t visible, maximize the Engagement node.
    Site_Analytics_Menu_Item.png
  2. Select a date range.
  3. Select a saved filter or use the quick filters for exact match criteria.
    Site_Analytics_Filters.png
  4. Select the Pages tab.
  5. If you’re searching for a visited web page that isn’t listed, enter a text string that’s part of the URL in the Search field.
    Site_Analytics_Pages.png
  6. To export the list of pages in CSV format, click Export.

Field Definitions

The following important fields are defined to avoid ambiguity:

  • Web Page Visits (30 days): Sum of all web page visits in the past 30 days ending today. The date range that’s specified on the top of the Site Analytics page is not used.
  • Web Page Visits (3 months): Sum of all web page visits in the past 3 months ending today. The date range that’s specified on the top of the Site Analytics page is not used.
  • Page Views: Sum of all web page visits during the selected date range on the top of the Site Analytics page. Only page views that have engagement minute > 0 are included.
  • Web Visits: Sum of all web page visits during the selected date range on the top of the Site Analytics page. 

Tip: If you don’t see these fields as column in the Accounts or Pages tables, click Edit Columns and add them.

     

 

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