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Widgets are the building blocks of any report that you may design in the Report Center. In order to add widgets to a report, you can create a new report or find the report you would like to edit, then click Add from the Top Toolbar, or click any "+" in a blank space of the report and select the desired widget from the menu.The widget types are as followsThe latest version of CardioLog allows you to easily drag and drop widgets within a report. expand and shrink charts, tables and maps, and simply click to add new widgets exactly where you would like them in a report. Visualizing your data is dynamic and intuitive.

All widgets are displayed in one of the following forms:

• Meter - A gauge component that displays a single value. Meters can display data in both either Specific mode* and Aggregated mode**. For example, the " Page Views " Meter displays the number of page views for a site and all its sub sites.
• Chart - A graph component that displays data over time (, in order to see trends). Charts display data in both " Specific " and " Aggregated " modes. For example, the " Page Views " Chart displays the number of page views for a site home page in the " Specific " series, and the number of page views for a site home page and all its sub-sites in the " Aggregated " series.
• Table - A tabular text chart component that displays a list of data for each relevant category. Tables display data in " Aggregated " mode. Each table row displays data in " Specific " mode. For example, the " Page Views " Table displays a list of items for on a site and all its sub sites. The number of page views for each item is specific to that item URL.
• Map - A map component which displays geolocation data. 

...

** Displays the number of page views for a site and all its sub sites. 

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Contents

• How to Add and Modify Widgets
• Actions
• Preferences
• Filters
• Date Range
• Website Item
• Users and Groups
• Visitor Segments
• Appearance
• Group By
  Meter
  • Compare to Parallel Period
  • Table Preferences
    • KPI Alerts
  • Actions
  • • Table Search
    • Data Drill Down
    • Compare to Past Period
  • Meter Preferences
  • Help
  • Set Preferences Preference Filters for all Widgets in a Report
  • Cached Mode
  • Data Drilldown

   

  ...

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  add modify add modify

  How to Add and Modify Widgets

  In order to add widgets to a report, you can create a new report or edit an existing report.

  1. To add a new widget, click any blank grid area of the report where a plus sign appears as you hover your cursor over the central area, or click Add at the top of the Central Area Toolbar and you'll see the Add Widget Dialog. Select a widget category.
     
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     Add Widget Dialog
     
     
  2. Click the category type you'd like and you'll be presented with a list of all available widgets in the category. Click on the icon of the available widget type you'd like: map, chart, meter or table.  A full description of each widget and it's available types can be found in the Report Gallery.
     
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     Page Views Widget Category 
     
     
  3. The new widget should now appear in your report. To add more widgets, repeat the previous steps.
  4. Click on the title bar of a widget to move the whole widget to any part of the report's display, and to rearrange the presentation of the report. You can continue to visually edit your report at any time, which can be helpful for understanding different metrics in relation to each other.
  5. You can click on the right-side or bottom border of any chart, table or map widget to resize it to a comfortable view. This is especially helpful for charts and tables depending on the type and amount of information presented. Occasionally, a widget may not immediately adjust to fit the frame size. You can click Refresh or Generate Report from the Actions menu to resolve this issue. 

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  actions actions

  Actions, or Settings

  The gear icon in the top right corner of all widgets is knows as the Actions, or Widget Settings button. It has the following options:

  • Remove - Delete the widget from the report
  • Edit - Open the Preferences dialog
  • Export to CSV - Export the widget's currently displayed data for use with Microsoft Excel and other spreadsheet applications.
  • Restore to Default Preferences - Reset the widget to the default setting for all preferences
    
    

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  Widget Settings Menu

  
  

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  preferences preferences

  Preferences

  Once a widget has been added to a report, widget preferences can be set as well. The Preferences dialog can be opened by double clicking the title of the widget or by clicking Report Actions and slicking the Settings gear in the upper right hand corner of any widget and selecting Edit.

  Preferences dialog
  The left hand side of the Preferences dialog displays the widget settings, and is divided into sections using the tabs at the top of the dialog window. Depending on which type of widget it is, any of the following sections will be available:

  • FilterAppearance - setting the filters for Set the visual display appearance of the data.
    Appearance
  • Filter - setting the visual appearance of the Set the filters to limit the collected data .
  • Group By - setting Set the various groupings of the data and the data series (available for charts which support multiple series).
  • Advanced - setting advanced Set additional options.
  • Meter Preferences - Set preferences for a specific meter widget
  • About - Provides a basic summary of the widget

   

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  Chart Widget Appearance Preferences Dialog

   

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  filters filters

  Filters

   

  There are a variety of filters used available for widgetseach widget including:
  

  • Date Range
  • Website Item
  • Users and Groups
  • Visitor Segments

  
  

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  Chart Widget Filter Preferences Dialog

  
  

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  filter date range filter date range

  Date Range

  The date range includes constant fixed values between This Hour and Last Year, along with a Customize... option.

  • The 

  Customize

  • Customized Date Range dialog displays two date selection options: calendar date selection and last X number of days. When your cursor is in either the From or To text boxes, you may also simply click the desired date on the calendar to choose a new date
  • The Time Interval drop down list defines the intervals for displaying the data.

   
  The "

  • The Last Days detail allows you to enter the amount of days preceding report generation.
  
  

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  Customized Date Range

  " dialog

  Dialog

  
  Chart Widgets display each available time range with a default time interval setting, and will automatically display labels along the x-axis for convenience. You can change labeling behavior using a chart widget's Appearance preferences, and alter the time interval setting either using the customized date range option as shown above, or within the Group By preferences.

  The default time interval setting for each time range is:

  • This/Last Hour - Minute
  • Today/Yesterday - Hour
  • This/Last Day - Hour
  • Last 3/7/30 Days - Day
  • This/Last Week - Day
  • This/Last Month - Week
  • This/Last Quarter - Month
  • This/Last Year - Quarter
  • Custom Date Range - Day

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  filter website item filter website item

  Website Item

  Object Explorer dialog 

   

  Add and remove objects by double clicking on the specific object, or by selecting an object and clicking the Add, Remove buttons.

  When selecting an object, the report data will be displayed for the selected item as well as all children items (its sub items) in Object Explorer.

  Object Explorer dialogThe Search Results dialogYou can include All website items for a specific widget, or choose Customize... and manually select and add individual items. You may also remove items using the same dialog.

   

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  Object Explorer Dialog

   

  You may also enter a term to Search for it within the Object Explorer, which will open a new dialog window. Click Browse to return to the selected item in the Object Explorer.

  
  

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  Search Results Dialog

  
  

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  filter users filter users

  Users and Groups

  The Select Users and Groups dialog

   

  Enter a login account name or display name in the Name field and then click Search. Select the desired result and click the Add button to add it to the filter. To exclude a user or group, click the Exclude button (the name will appear in red).

  Filters are given precedence to users over groups. For instance, if a selected user User A belongs to an excluded group Group B, then user User A will be contained in the results data.

   

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  Select Users and Groups Dialog

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  filter visitor segments filter visitor segments

  Visitor Segments

  The Visitor Segments dialogFrom the Filter tab, you may include choose to include No Visitor Segments or choose Customize... to open the Select Visitor Segments dialog, which includes the following options:

  • Pre-defined Segments - Filter reports

  by pre-defined

  • using fixed segments based on traffic

  sources (including  shorten

  • sources, including available short links and 

   

  • campaigns

  ), country or goal

  • . For more information see "Visitor Segments".
  • Traffic Sources - Filter reports

  by

  • according to sources referring

  sources

  • to your internet website

  :
  Campaign -  Campaign name. Describes the campaign, for example the campaign slogan or promotion

  • . Any of these details may be applied by Matches exactly, Does not match exactly, Contains, and Does not contain.
    • Source -

  Where the campaign is originating from. It can be the website name, the newsletter name or search engine.
  Medium - Campaign type, such as a banner ad, a click ad or email campaign.
  Term, Content - Campaign description. For example, for a banner ad campaign, you can use the Term field to specify the size of the banner (250x250, skyscraper etc.) or the placement of the banner (header, sidebar, popup etc.). The Content field can hold the creative type or the content of the ad.

  • • The domain where the traffic originates from
      
    • Medium - Choose which medium such as email or web referred the user.
    • Term - Term applies to traffic led to your site by a search term
    • Campaign -  The name of an active or former campaign.
    • Content - Choose the content source that referred your visitors

  • User Behavior: Goal - Filter reports by Goals. For more information see "How to

  create

  • Create Goals."

  .

  • Country - Filter reports

  by country

  • according to which country on Earth your visitors are from. CardioLog uses internal and third-party data to retrieve visitors' geographic locations from their IP addresses.
  • Active User Categories - Filter reports by

  Active Directory attributes and SharePoint User Profiles such as Office, Department, Location etc. For more information see "How to configure visitor segmentation for authenticated users

  • Department and Region according to their classification in the Active Directory "Configuring Visitor Segmentation for Authenticated Users".

   

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  Select Visitor Segments Dialog

  
  

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  appearance appearance

  Appearance

  Set You can change and preview the visual appearance of the data displayed in charts from the Appearance tab in the widget preferences dialog. None of these settings will change how the data is collected. Some options have sub menus accessible by clicking them. These options appear with highlighted text and are Legend, Title, Axis X Title, Axis Y Title, Enable Scale Breaks, Chart Background, Chart Plotting Area, and Chart Series.

  • Click Preview to view a live sample of your chart.
  • Click Save to save all changes and return to your report.
  • Click Cancel to return to your report without saving any changes.

  Below is a short description of available appearance options. The X Axis is on the horizontal plane and usually displays a time based value. The Y Axis is on the vertical plane and usually displays the relevant data. Not all details are available for use at the same time.

   

  Legend font style: font faceDisplay chart title (the alignment face Title face X face Y Axis Title style: break Chart plotting area style: colorChart series style: gradientCylinder chart: chart: display SplineArea chart lighting effects: None, Simplistic, RealisticPie, Doughnut slices label style chart: open chart: Pie, Doughnut chart: pie slice pie slice label (the label is entered in the Collected label text box)

  Enable 3D		Display chart in 3D	Enable 3D
  Display chart in an angular view	Perspective
  Display chart with values	Values
  Display chart with legend	Legend
  Display the legend inside the chart	Inside chart area
  Legend style: List, Row, Column	Style
  Legend position: . This is required in order to view data over parallel time periods, which can be configured in the Group By details
  Perspective		Display chart at a slight angle; only available if 3D is enabled
  Values		Display chart with numerical values above every data point
  Legend		Display a legend describing each type of data point shown on the chart
  	Inside Chart Area	Display the legend within the graph lines
  	Style	Choose from List (automatic), Row (horizontal), or Column (vertical)
  	Docking	Choose from Bottom, Top, Right, or Left to pin the legend	Docking
  	Font Details	Assign text styles based on font typeface, font size, font color, bold, italic, and underline	Font Style
  Display chart with dates in legend	Show Dates in Legend
  Show Dates in Legend		Include the dates the widget is collecting data from in the legend
  Title		Display the title inside the chart. The title is entered in the text box at the top of the dialog).
  	Title style	Choose details for:	Alignment, font	typeface, font size, font color, bold, italic, underline
  X Axis Title		Display the X axis title (the title is entered in the Title text box).Title style:
  	X Axis Title Details	Title, alignment, font	typeface, font size, font color, bold, italic, underline
  Y Axis Title		Display the Y axis title (the title is entered in the Title text box).Title style:
  	Y Axis Title Details	Title, alignment, font	typeface, font size, font color, bold, italic, underline
  Enable Scale Breaks		Insert a stripe divider across the plotting graph area of a chart to denote a break in continuity between the high and low values on a value an axis. Use a scale break to display two distinct ranges in the same chart area.
  	Scale Break	Details	Break line type, spacing, color	Enable Scale Breaks
  Show Preferences		Display the widget preferences in the report Show Preferences
  Show Help		Display a general description of the widget	Show Help
  Show X axis margins		Display chart with side margins on the ends of the x-axis	Show X axis margins	the first value on the x axis indented from
  Show all  X axis labels		Display chart with all X axis labels	Show All  X axis Labels	, instead of rounded interval values
  Show all  Y axis labels		Display chart with all Y axis labels	Show All  Y axis Labels	, instead of rounded interval values
  Highlight min and max vals		Highlight the data points in a chart series on the graph containing maximum and minimum Y values	Highlight min and max values
  Highlight weekends		Highlight the weekends in a chart plotting area	Highlight weekends	Chart background style: background , (Weekends will only be highlighted if they are included within the date range chosen in the Filter tab)
  Chart Background		You may choose a background design to help present the data.
  	Chart background details	Background color, gradient, hatch style, secondary background color, border style	Chart Background	. (Note: not all details are available for use at the same time.)
  Chart Plotting Area		You may choose a design for the graph area to help present the data
  	Chart Plotting Area Details	Color, gradient, hatch style, secondary color, border style, border color, border size	Chart Plotting Area	(Note: not all details are available for use at the same time.)
  Chart Series		You may choose a design for the data points plotted on the chart
  	Chart Series Details:	Gradient, hatch style, secondary color	Chart Series
  Chart type selection	Chart Type
  Chart color scheme	Palette
  Column, Bar chart: Default, Emboss, Wedge, LightToDark Pie Doughnut chart: Default, SoftEdge, Concave	Drawing Style
  Column chart data points width	Point Width
  Cylinder chart: data points thickness	Point Depth
  (Note: not all details are available for use at the same time.)
  Chart Type		Choose the type and style of graph you would like to display. Depending on the type of chart you choose, different relevant options will become available to choose from.
  Drawing Style		If available for your desired chart type, select a display style for your data
  Point Width		If available for your desired chart type, select the width of the bar or column.
  Point Depth	Cylinder, Bar Cylinder	Select the display thickness of the data points
  Gap Depth	Cylinder, Bar Cylinder	Select the distance between data series that are displayed along different rows Gap Depth
  Clustered	Column, Bar, Cylinder	, Bar Cylinder	Display the data series along distinct rows Clustered
  Lighting	Area,	Lighting	Spline Area	Choose the lighting style for the design under the data curve
  Label Style	Pie, Doughnut	Choose where the data labels will be displayed: Inside, Outside, Disabled Label Style
  Radius	Doughnut		Choose the amount of space in the center radius size Radiusof the graph
  Collect pie slices	Pie, Doughnut		Collect small slices into a single slice to prevent overlapped labels	Collect pie slices
  	Collected %	Collect any slice that is less than Collected% below the Collected % threshold into a single sliceCollected %
  	Collected	color	Collected slice color
  	Collected	Collected label
  Separate the collected pie slice	Show exploded

   

  Chart Appearance Preferences tab

   

  label	Enter a label for the collected slice that will appear inside the slice
  	Show exploded	Separate the collected slice slightly from the rest of the graph

   

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  Chart Appearance Preferences Dialog

  
  

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  group by group by

  Group By

  The grouping of data is performed two ways:Data may be grouped using several parameters. 

  • Time Interval - the time axis The time (X) axis can be displayed in a resolution of minutes, hours, days, weeks, months, and quarters.
  • Dimension - grouping according to the type of items reported. This option is available only for widgets that support advanced grouping.

  Chart widgets display multiple series of data. You can re-order the series' data points, edit their

  • fixed resolutions between minutes and a year depending on your Filter Date Range settings.
  • Chart Data - You may choose to label and sort the plotted data on your chart. 
    • Edit the label text you would like for each set of data reported
    • Select the order of appearance using the drop down menu numbers between 1 and 4
    • Enable the data you would like to appear on the chart using the check boxes

  • All Pages - Displays data for a selected Website Item and all of its child items.
    
  • Home Page - Displays data only for the selected website item.

   

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  Chart Widget "Group By" Preferences Dialog

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  compare parallel compare parallel

  Compare to Parallel Period

  Chart widgets can display multiple data series in parallel based on custom time frames, as shown above. You may edit their display title and compare parallel date ranges.

  The Compare Parallel Period dialog

  Anchormeter preferencesmeter preferencesMeter Preferences

  You can display data in widgets of type meter in different modes in the Advanced section.

  • Home Page ("Specific" mode) - in order to display data for the selected Website Item home page select All Pages > No.
  • All Pages ("Aggregated" mode) - in order to display data for all children items of a selected Website Item select All Pages > Yes.

   

  Anchorkpi alertskpi alertsKPI Alerts
  

  You can configure KPI alerts by selecting Send Alert in the Meter Preferences section.

  An Email alert will be sent to the report recipients when the meter value is lower than the undershoot or higher than the overshoot.
  In order to configure the report recipients see "How to create a distribution list for a report".
  

   

  Meter Preferences

  After setting the widget's preferences, the data can be viewed without saving the preferences (Preview) or with saving the preferences (Save).  AnchoractionsactionsActions

  The Report Actions button does the following:

  The Widget's Report Actions menu

   

  • Edit - open the Preferences dialog
  • Delete - remove the widget from the report
  • Export to CSV - export the widget's data to Microsoft Excel
  • Set as Default Preferences - save the widget's preferences as default preferences
  • Refresh - refresh the data
  • Restore to Default Preferences - restoring the widget's preferences to the default setting

  Drag and Drop the widgets to change their placement in the report.

   

  AnchorhelphelpHelp

  The help section displays the widget's preferences and includes a brief description regarding the widget's features. To open the Help section, click the help icon at the top right hand side of the widget.

  The Widget's Help sectionThe "About this chart section" in the Preferences dialog

  1. Enable the check box next to the page(s) you would like to compare to a previous period, as shown above.
  2. Click the time period next to the page(s) you would like compare, and then choose a date range using the Choose Parallel Period dialog, In the image above, you would click "1 Month ago"
  3. Choose a relevant time frame to compare. For example, you might choose 1 Month ago to compare data after a recent campaign. Or you might select 12 Months ago to compare the data to the same month of the previous year to account for seasonal discrepancies.
  4. Click OK to save your choice.

  
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  Choose Parallel Period Dialog

  
  

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  table preferences table preferences

  Table Preferences

  Compared to the chart widgets, most details are fixed for Tables. However, you can edit relevant parameters in the Advanced section, including:

  • Number of rows - Choose the total number of rows to display. The widget will automatically sort pages if there are more than 10 items in the table.
  • Minimum value - Set the threshold for reporting results. Items with values below this number will not appear. For example, by setting this value to 0 in the Page Views report, pages that were not viewed at all will be included in the results.
  • Sort order - Choose between ascending or descending for the default display. Clicking on a column title will sort the table according to that column, clicking the title again will sort the column in the opposite order.
  • Show Aggregated values for child items - Choose to display values that include all sub-items on each row, or exclusively the listed item.
  • Show first level child items only - Choose to show results for only the first level of sub-pages below the selected item as organized in the Object Explorer.
  • Compare to Past Period - Enable this to display two more columns that report the relevant value of each row for the past period and it's percent change. For example, if the Filter Date Range is "This Week" for a Page Views widget, the Past column will show the page views for "Last Week"
    
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    Table Widget Advanced Preferences

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  table search table search

  Table Search

  The latest version of CardioLog now allows you to search the text of any table. In the upper right hand of any table widget is a search bar.

  • Simply enter a search phrase and results will actively filter within the table. 
  • Delete the text to have the full table data presented again.
  • Note: The search applies to all columns in the table, including numerical values, and does not accommodate boolean phrases (eg., AND, OR, NOT)
    
    

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  Table Widget with Active Search

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  data drilldown data drilldown

  Data Drill Down

  
  Table widgets contain a contextual menu that you can access by clicking on any user, search phrase, destination or content title in the first column. Menus contain access to further information for relevant items. You can view more detailed data for a folder, single document or item including child items. You can also view more detailed data for specific users and user categories.

  • To expand reports for an item, click the item and select the desired report template.
  • The new report will open in a new window or tab depending on the user's browser preferences.
  • To create a new drill down template, see "Report Templates."

  Menus vary depending on the content type. Below are a series of table widgets with examples of contextual Drill Down menus. The following is an incomplete list of menu options, but includes descriptions of some helpful options:

  • Open in New Window - Open the link in a new browser window.
  • Copy to Clipboard - Copy the link for quick sharing.
  • Clicked By - For External Destinations, Onsite Search Destination Pages, and other related widgets, this shows all users who have clicked on the listed link.
  • Searched By - For Onsite Search Phrases and other related widgets, this displays all users who searched for a given phrase.
  • Search Destination Pages -  For Onsite Search Phrases and other related widgets, determine where visitors navigated on your site after searching for a given phrase.
  • Site Visitors - For Page View Reports and Portal Growth Reports, find more complete information about who visited a listed page, or page and all of its child pages, depending on the current widget's settings. 
  • Visitor Activity - For Visitor Reports, display more information about all actions on your site by a listed user.

   

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  Onsite Search Destination Pages Table Widget Drill Down Menu

  
  

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  Previous Pages Table Widget Drill Down Menu

  
  

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  Unique Users Table Widget Drill Down Menu

  
  

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  Exit Pages Table Widget Drill Down Menu

  
  

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  Onsite Search Phrases Table Widget Drill Down Menu

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  compare compare

  Compare to Past Period

  Within advanced Table widget preferences, you have the ability to compare data from the current period of time with the previous equivalent period of time. For example if the current time range is "This Month" then the compare period will be "Last Month."

  1. To enable comparison of time periods, click on the table widget action menu and select Edit.
  2. Click on Advanced settings and enable the check box labeled "Compare to past period"
  3. Click Save to return to your report. 
     
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     Page Views Advanced Table Widget Preferences
     
     
  4. The table widget should now appear with the columns "Past" and "Change Rate"
     1. Past indicates the first column value for the previous period. In the example below, the number represents Past Views.
     2. Change Rate indicates the percent change between the last period and current period. The colored arrows indicate significant change; a red down arrow should appear when the change is more than -10%, a green up arrow for more than +10% and a yellow bracket for a stable change of -10% to 10%.

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  Page Views Table Widget with Compare to Past Period enabled

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  meter preferences meter preferences

  Meter Preferences

  In the Meter Preferences tab you can set the basic parameters of your meter. The available options are:

  • Min Value - This is the minimum value displayable on the meter, starting on the left.
  • Max Value - This is the maximum value displayable on the meter, ending on the right.
  • Undershoot - The meter will display the data in red for all values below this limit.
  • Overshoot - The meter will display the data in red for all values exceeding this limit.
  • Send Alert - A KPI Alert email will be automatically sent to the distribution list if the Undershoot or Overshoot values are reached. 
    
    

  After setting the widget's preferences, click Preview to view your changes in the preferences dialog, or click Save to save your choices and return to the report. 

   

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  Meter Widget Meter Preferences

  In the Advanced section you have the option to display data for either the selected website item and all of it's sub-pages, referred to as All Pages, or just the selected website item. 

  To view data for All Pages, select Yes from the drop down menu in the advanced settings. Select No to view data only for the selected website item

  
  

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  Meter Widget Advanced Preferences

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  help help

  Help

  The Question Mark  icon in the top right cordner of all widgets is Help. The bubble displays the widget's status, preferences, and a brief description of the widget's features. Simply hover over the button to view the details. 

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  Widget Help Bubble

  
  

  Similarly, the widget description can be found in the settings dialog in the About This Chart section.

  
  

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  Widget "About This" Preference Dialog

   

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  set preferences for all set preferences for all

  Set

  Preferences

  Preference Filters for All Widgets in a Report

  Use the top

  Preferences pane

  toolbar to apply

  similar

  filters or a global time range for all widgets in a report. When using

  this pane

  page filters, all individual display preferences for the widgets in the report are

  over-written.If the widgets in the report use different filter settings, an alert will be displayed in the Preferences pane

  assigned the new value.

  Note: Due to the fact that the widgets use different filter sets

  (for instance,

  . For example, while some widgets filter Website

  Item

  Items by URL,

  while

  others filter Website

  Item by items in

  Items using the Object Explorer

  )

  , the filter settings in the Preferences pane will

  be applied

  apply only

  for widgets containing the selected filters.The Preference pane - to apply and save - click GoThe Preferences pane (example: widgets with different Website Item filter) 

   

  to relevant widgets.

  
  

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  Top Toolbar Filter Options

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  cached mode cached mode

  Cached Mode

  
  For enhanced performance and quick loading, widgets

  are displayed in

  display cached

  mode

  values while being edited in an existing report. Widgets in cached mode display

  old data and are presented with a white filter layer

  static data based on the current date range selected in in the date range menu. To view current data for a

  widget, click Refresh. To refresh data for all widgets in an edited

  report, click

  the Refresh button in the Top Toolbar.

   

   
  Widgets in cached mode

   

  The period expected when selecting each one of the date range options is as follows:

  the Actions menu in the top left corner of the Reports main window and select Refresh.

  A refreshed widget will display data according to the list below, depending on the time frame selected in the top right corner of the page. 

  • This Hour - shows cached data until the last rounded minute.
  • This Day - shows cached data until the last rounded hour.

   This Week

  • Last X days - shows cached data until the last rounded hour.
  • This Week - shows cached data until last rounded hour.

   This

  • This Month - shows cached data until last rounded day.
  • This Quarter - shows cached data until last rounded day.
  • This Year - shows cached data until last rounded day

  Anchordata drilldowndata drilldownData DrilldownWidgets of table type provide drilldown capabilities for selected items.

  Report drilldown is available from the site collection level to a single document, and for specific users and user categories.

  To view reports for an item, click the item and select the desired report template.

  The drilldown menu

   

  To create a new template for drilldown, see "How to create a Template".

  • Report data caching is enabled by default. The cached data is stored in the database for 182 days. For more information see Reporting Data.

    
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