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Documents overview report
Documents overview report

Learn how to use the Document overview report

Updated over a month ago

Key Features

  • Tracks engagement for supported file formats compatible with the online viewer.

  • Displays viewing data for online document interactions, excluding downloaded file views.

  • Allows customization of datasets based on date ranges, folders, users, and groups.

  • Only room administrators can access this report.

The Documents overview report provides room administrators with detailed insights into user engagement with documents within a project. This report is crucial for analyzing how much time users or groups spend viewing specific documents and pages, offering valuable information that helps improve project outcomes by understanding user behavior.

This feature is available to all subscription plans

How to access the Documents overview report

1. Navigate to Reports in the side panel and select Documents overview.

2. The report will open, showing the overview for the root folder of the project by default.

Available Views

Folder view

Displays viewing statistics for all documents within a folder, including subfolders.

By default, the root folder is selected, summarizing the total viewing time of all documents in the folder.

Important: This is the only available view on mobile web browsers.

Document view

Displays viewing statistics for a specific document, tracking how long users engage with individual pages.

Available only on desktop; mobile web browsers do not support this view.

Available report sections

Date picker

Choose a date range: a single day, past week, past month, or custom period. By default, the report shows all time data.

Overview on

Select users or groups to analyze engagement. Both active and inactive groups can be selected.

Top 10 Files (Folder View)

View and sort the top 10 documents in a folder by most viewed, recently viewed, or least viewed. You can hide this section by clicking Hide top 10 files or display it by clicking Show top 10 files.

Pages (Document View)

List and sort document pages by viewing time, available only in document view.

Summary

For folders: Summarizes total viewing time, average time per document, total views, and participants engaged.

For documents: Summarizes pages viewed, most viewed pages, total views, and participants engaged.

Dynamics of viewing time

Shows trends in viewing time, helping identify engagement patterns over a specified period.

Participants

Lists users or groups who accessed the documents, including their views, viewing time, and last viewed time.

How to use the report

1. Open the Documents overview report

Navigate to Reports and select Documents Overview.

2. Select Files or Folder

Choose a folder or a specific document in the Files and Folders section.

3. Select the time period

Use the date picker to specify the desired reporting period.

4. Select User or Group

In the "Overview On" section, choose a specific user or group for analysis.

5. Choose sorting method

Sort documents or pages by most viewed, recently viewed, or least viewed.

6. Review data

Analyze viewing times, participant engagement, and other metrics for the selected folder or document.

7. Export the Report

Click the Export button to download the report or send it via email. Note that exporting is unavailable on mobile browsers.

8. Subscribe

Follow instructions for subscribing to the report. Subscriptions are not available on mobile browsers.

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