Overview
Platform Analytics for your portal gives you insight into who is visiting your website, whether it's at a company or an individual level. We track portal-generated pages that have our analytics code on them. This information is then processed into the summary reports you see under the Analysis tab (the name of the tab and the availability of reports may differ in your portal). For more information about the reports provided, see About Reports.
Data on the reports can be used to evaluate ROI, the performance of tactics, the number of leads generated, and the adoption of collateral. They are easy to understand, quickly accessed, and can help steer future campaigns.
Before You Begin
Because the information in the reports is user-specific, you will need to authenticate as a partner to access the reports.
Contents
Click on the + for instructions about interacting with reports.
View Reports
To view data in the reports provided in your portal:
- Navigate to the Analysis tab (or equivalent).
- Click on the tab for the report you want to view.
Edit a Report
You can make some changes to the data provided in a report, to ensure it meets your individual requirements.
- Navigate to the Analysis tab (or equivalent) and choose the report you want to update.
- Click Edit Report.
- Make change to these areas, as required:
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Date Range
- Last 12 months, 90 days, 30 days, or 7 days.
- Previous year, quarter, month, week, or day.
- Current year, quarter, month, or week.
- Group By day, month, week, or year.
- Column Chooser - include or exclude the columns that you want to see in the report
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Date Range
Schedule Delivery of a Report
Administrative Permission Required
Administrative permission is required to access portal settings. For more information, contact your supplier's point of contact.
You have two options when generating data with a report:
- Get the data immediately in a one-off action (Send Now)
- Schedule the report to be delivered to you on a regular basis (daily, weekly, monthly from today's date)
- Navigate to the Analysis tab (or equivalent) and choose the report.
- Click Export All.
- Select one of the scheduling options: Send Now, Send Daily, Send Weekly, or Send Monthly.
- Click Send Email. If you clicked Send Now, the export starts processing immediately.
You will receive an email notification when the report is available. The data in the report will cover the last 12 months. The report will be available in My Downloads.
A list of reports you and your users currently have scheduled is provided in > Settings > Scheduled Reports. Note: this list only includes default portal reports. Custom reports and dashboards can't be scheduled for delivery. For more information about the default reports, see About Reports.
Unschedule a Report or Change a Schedule
Administrative Permission Required
Administrative permission is required to access portal settings. For more information, contact your supplier's point of contact.
Reports cannot be rescheduled. To change the schedule, you must delete the existing schedule for the report and create a new schedule for it.
To remove a report schedule:
- Navigate to > Settings > Scheduled Reports.
- Select the X next to the report schedule.
- You're asked to confirm that you want to delete the scheduled report. Click Continue to complete the action. The report is removed from the Scheduled Reports list.
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