Contents
- How to view a report from SharePoint's "Site Actions" menu
- How to select a report template
- Report actions
- How to edit the report date range
- How to export the report to PDF
- How to export the report to CSV
- How to send the report via Email
- Report data drilldown
The “CardioLog Usage Reports” SharePoint Feature enables you to view usage reports from within your SharePoint website, via the "Site Actions" menu.
- The CardioLog system administrator creates published report templates. These templates are available from the SharePoint website pages.
- Each SharePoint page displays (under "Site Actions") a link to CardioLog Analytics usage reports. Clicking on the link will generate a usage report for your page.
Submit queries directly from website pages with the “CardioLog Usage Reports” SharePoint feature
CardioLog Analytics generates usage reports and displays them as Tables, Charts or Meters
- Meter - a component that displays an exact value. Meters can display data in both Specific mode** and Aggregated mode*. By default meters display data in Aggregated mode*.
- Chart - a graph component that displays data over time (trends). Charts display data in both Specific mode** and Aggregated mode*. By default charts display data in Aggregated mode*.
- Table - a component used to display a list of data. Tables display data in "Aggregated mode*. Each table row displays data in Specific mode**. The data for each item is specific to that item URL.
- Map - a map component which displays geo data.
* Displays the data for the item and anything it comprised of (for example a site and all its sub sites, lists, list items and documents).
** Displays the data for the home page of the item (for example the home page of the site).
How to select a report template
In the top toolbar, under the Template menu, select a report template. The report is displayed in a new browser window.
In order to create a new report template, contact your CardioLog system administrator (see the Reports Gallery for a complete list of available reports).
Select a report template
Report Actions
The following actions for a report are available in the top toolbar:
- Edit Date Range - edit the time frame of a report.
- Export to PDF - export the report data to PDF for printing.
- Export to CSV - export the report data to CSV file format.
- Send To - send an Email with a link to the report.
Report actions
How to edit the report date range
- Click the Date Range link on the top right of the report.
- Select the desired date range and time interval and click OK.
Re-creation of the report with a newly selected date range
How to export the report to PDF
You can export a report to PDF format for printing.
- Click Export to PDF in the Top Toolbar.
- In the File Download dialog, click Open or Save.
How to export the report to CSV
You can export a report to CSV file format.
- Click Export to CSV in the Top Toolbar.
- In the File Download dialog, click Open or Save.
How to send the report via Email
- Click Send To in the Top Toolbar.
- In the new email window, enter an email address and click Send.
Report Data Drilldown
Each table type report provides drilldown capabilities for selected items, allowing you to expand knowledge and information on them.
For example, in the page views table report, you can drilldown on sites previously viewed to see the site visitors. By default the data will be displayed for the selected site and all that it is comprised of (Aggregated mode*).
In the unique users table, you can drilldown on specific visitors to see their activity.
To view more information on an item, click the item and select the desired report template.
The drilldown menu
Note that using this module requires configuration (See how to install the "CardioLog Usage Reports" SharePoint feature).
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