Use Tables in Site Analytics

The Accounts and Pages tables in Site Analytics provide detailed metrics about website visits. You can use these tables to analyze website engagement, sort and filter data, export results, and visualize trends.

• Accounts table: Shows accounts that visited your website during the selected date range. Expand an account row to see the web pages that account visited.
• Pages table: Shows web pages visited during the selected date range. Expand a page row to see the accounts that visited that page.

Important: Some features, including Edit Columns, Take Action, and Accounts from All Sources, are available only in the Account List table.

Filter Tables in Site Analytics

1. From the left navigation bar, go to Analytics > Engagement > Site Analytics. 
2. Select an account or account list. 
3. Select a date range.
4. Use saved filters, quick filters, or click More Filters to define filter criteria using selectors.

View and Manage Site Analytics Tables

1. From the left navigation bar, go to Analytics > Engagement > Site Analytics. 
2. Scroll down to the tables and select a tab:
   • Accounts tab: Click the arrow next to an account name to see the web pages it visited.
   • Pages tab: Click the arrow next to a page URL to see the accounts that visited it.
     
3. Use the following options to manage the table:
   • Sort: Click a column header to sort the table by that column.
   • Search: Click the search icon and enter a search term. Searches return full and partial text matches.
   • Export: Click Export to download the table data as a CSV file.

Customize Columns in the Site Analytics Table for Account Lists

You can customize the columns in the Account List table to display the metrics most relevant to your analysis.

1. From the left navigation bar, go to Analytics > Engagement > Site Analytics. 
2. Scroll down to the tables and select the Accounts tab.
3. Click Edit Columns.
4. Use the following options to customize the columns:
   • Add columns: Use the Select drop-down to select columns to display.
   • Remove columns: Click the minus icon next to a column.
   • Freeze columns: Click the lock icon to keep a column visible on the left when scrolling horizontally.
   • Rearrange columns: Drag a column to a new position.
   • Restore default columns: Click Default to remove non-default columns and restore the default configuration.
5. Click Apply.

Take Action from Accounts Table in Site Analytics

You can take action directly from the Accounts table to follow up with accounts that have visited your website.

See Understanding Take Action. 

Important: Take Action is only available for the Account List table. 

1. From the left navigation bar, go to Analytics > Engagement > Site Analytics. 
2. Scroll down to the tables and select the Accounts tab.
3. Select the checkboxes next to the accounts you want to take action with.
4. Click Take Action and complete the action.

Use the Table Visualizer in Site Analytics Table

The Table Visualizer displays data from the Accounts and Pages tables as charts to help you identify trends and compare performance.

1. From the left navigation bar, go to Analytics > Engagement > Site Analytics. 
2. Scroll down to the tables and select the Accounts or Pages tab.
3. Click top right Visualize.
4. Use the following options to customize the chart:
   • Ranking: Click Top 5 and select an option to view top- or bottom-performing records.
   • Metric: Click the metric drop-down, such as Page Views or Accounts Visited, and select a metric.
   • Chart type: Click Line Chart and select Line Chart or Bar Chart.
   • Time interval: Select Auto, Daily, Weekly, or Monthly to adjust how data is grouped over time.
     Important: Available metrics and options vary depending on the selected table and chart type.
5. Click Close to return to the table.
   

Filter Accounts by Data Source in Site Analytics Table

You can filter the Accounts table based on where account data originated. This helps you distinguish accounts already in your CRM or other imported data sources from accounts discovered by Demandbase.

Important: The Accounts from all Sources filter is only available for the Account List table.

1. From the left navigation bar, go to Analytics > Engagement > Site Analytics. 
2. Scroll down to the tables and select the Accounts tab.
3. Click the Accounts from All Sources drop-down.
4. Select one of the following options:
   • Accounts from All Sources: Accounts discovered by Demandbase or imported from your CRM, Marketing Automation System (MAS), or CSV files.
   • CRM, MAS, or CSV Sourced Accounts: Accounts imported from your CRM, MAS, or CSV files.
   • Demandbase Discovered Accounts: Accounts discovered by Demandbase that are not in your CRM, MAS, or CSV imports. See Net New Accounts.