User Guide

Inventory

The Inventory tab contains the information related to content count and displays the following statistics:

• Content Graph: Content Graph is a combination of a line and an area graph. The line graph displays the total number of available documents on your Docurated server at a point of time/ duration. The area graph displays the change in the number of documents at a point of time/duration.

• Content Count: A pie-chart that displays the current count of the total documents available on your Docurated server classified by documents' age (added within the last 30 days, 90 days, and older).

• Content Uploaded By: A stacked bar chart that displays the number of documents uploaded by users, which are further classified by the content type a user uploaded.

• Content Type: A horizontal column chart that displays the number of documents by content type.

You can narrow down the inventory statistics through the following filters:

• Date Uploaded: Allows you to see the statistics for a particular duration. You can select the duration by days, weeks, months, quarters, and years.

  

• Content Type: Allows you to see the inventory statistics of the documents of specific content type(s). 

• Uploaded By: Allows you to see the inventory statistics of the documents that specific user(s) uploaded.

• Upload Source: Allows you to see the inventory statistics of the documents imported from specific source(s).

Audit

The Audit tab contains the information related to the status of the documents. Generally, a document can have one of three statuses - Keep (approved and published), Review (under review), and Unpublished.

The Audit analytics displays the following statistics:

• Content Upload by Date: A stacked bar chart that displays the count of documents by every quarter, which are categorized by status.

• Uploaded by: A horizontal stacked column chart that displays the count of documents by the users who uploaded them, which are categorized by status. 

• Content Name: List of all the documents with related information such as content type, recommended to (status), days since uploaded, days since last viewed, and days since last used. You can also sort the list by name and values of other column values.

  

You can narrow down the content audit statistics through the following filters:

• Date Uploaded: Allows you to see the quarterly audit statistics for a particular duration.

• Uploaded By: Allows you to see the audit statistics of the documents that particular user(s) uploaded.

• Content Type: Allows you to see the audit statistics of the documents of certain content type(s). 

• Recommended To: Allows you to see the audit statistics by document status(es).

Duplicate Documents

The Duplicate Documents tab contains the analytics related to duplicate content count and displays the following statistics:

• Duplicates Detected: The total number of duplicate documents that your Docurated server has detected.

• Duplicates by Source: A bar chart that displays the number of duplicate documents by source.

• Duplicate Documents: A list of duplicate documents with additional information such as location, user, date of creation/insertion, and source.

You can narrow down the audit statistics through the following filters:

• Date Uploaded: Allows you to see the duplicate documents detected in a particular duration. You can select the duration by minutes, hours, days, weeks, months, quarters, and years.

• Content Type: Allows you to see the duplicate documents detected for certain content type(s). 

• Upload Source: Allows you to see the duplicate documents detected for certain source(s).

Adoption

The Adoption tab contains the information related to the frequency of usage of your Docurated server and displays the following statistics:

• Active Users: An area graph that displays the number of weekly active users on your Docurated server for the selected duration. 

• User Count: A pie chart total number of active users categorized by how recently they were active (last 30 days or 90 days).

• User Status: A list of users with the indications how recently they were active (last 30 days or 90 days).

• Active Users per Group: A bar chart that displays the number of active users by teams.

You can narrow down the adoption statistics through the following filters:

• Date: Allows you to see the weekly active users for a particular duration.

• Group: Allows you to see active users for specific teams.

Activity

The Activity tab contains the information related to the user activities and their interaction with documents and displays the following statistics:

• Number of Activities: The total number of searches made on your Docurated server, views on documents, number of times documents were opened, downloads, shares, and clip views.

• Number of Activities by Month: A stacked bar graph that displays the number of activities by month, which are categorized by the type of activities.

• Activity by User: A horizontally stacked bar graph that displays the number of activities by users, which are categorized by the type of activities.

• Activity by Content: A horizontally stacked bar graph that displays the number of activities by documents, which are categorized by the type of activities.

• Activity by Group: A horizontally stacked bar graph that displays the number of activities by teams/groups, which are categorized by the type of activities.

You can narrow down the activity statistics through the following filters:

• Date: Allows you to see the activities for a particular duration.

• Group: Allows you to see the activities of specific team(s). 

• User: Allows you to see the activities of specific user(s).

• Content Type: Allows you to see the activities for specific content type(s).

• Activity: Allows you to see the statistics related to specific activities. 

Search

The Search tab contains the information related to searches made on your Docurated server and displays the following statistics:

• Frequently searched queries: A keyword mosaic displaying different searches made on your Docurated server. The larger the font size of a search query, the more frequently the search query has been used.

• Search terms list: List of search queries that you can sort by name and popularity along with the number of times a search query has been used and the number of results it produced.

• Search term breakdown: A bar chart that displays the breakdown of the selected search query - when, how many times, and by whom the search query was made.

You can narrow down the search statistics through the following filters:

• Date: Allows you to see the searches for a particular duration.

• Group: Allows you to see the searches made by specific team(s). 

• User: Allows you to see the searches made by specific user(s).

Audit

The Audit tab contains the information related to the performance of documents (number of shares, number of views, and content score) based on users and teams. The Audit tab displays the following statistics:

• Group: A list of teams in your organization from which you can select a team to see their related document performance. 

• User: A list of users in the selected team from which you can select a user to see the user's related document performance.

• Content: A list of documents that the selected user has interacted with along with performance metrics - number of shares, number of views, and content score based on these values and other factors.

You can narrow down the team audit statistics through the following filters:

• Date: Allows you to see the performance metrics for a user in a particular duration.

• Content Type: Allows you to see the performance metrics for a user for specific content type(s).

Internal Views

The Internal Views tab contains the information related to the number of times the documents on your Docurated server have been viewed within your organization and displays the following statistics:

• Monthly View Statistics: The monthly statistics for the total number of views, viewers, and views per person on your Docurated server documents.

• Views by Content: A list that displays the total number of views, viewers, and views per person for all documents on your Docurated server.

• Views by Group: A horizontal bar chart that displays the total number of views by different teams within your organization.

You can narrow down the internal view statistics through the following filters:

• Date: Allows you to see the internal views for a specific duration.

• Group: Allows you to see the internal views of specific teams. 

• Topic: Allows you to see the internal views for documents within a topic.

Shares

The Shares tab contains the information related to the number of times documents on your Docurated server have been shared and displays the following statistics:

• Monthly Share Statistics: The monthly statistics for the total number of shares, users, and shares per person on your Docurated server documents.

• Shares by Delivery Option: A pie-chart that displays the total number of shares categorized by the delivery channel.

• Shares by Content: A list that displays the total number of shares, users, and shares per person for all documents on your Docurated server.

• Shares by Group: A horizontal bar chart that displays the total number of shares by different teams within your organization.

You can narrow down the share statistics through the following filters:

• Date: Allows you to see the shares for a specific duration.

• Group: Allows you to see the shares of specific teams. 

• Topic: Allows you to see the shares for a document within a topic.

External Views

The External Views tab contains the information related to the number of times the documents on your Docurated server have been viewed from people outside your organization and displays the following statistics:

• Engagement: A stacked bar chart that displays the monthly statistics of the total number of shares and external views.

• Engagement by Sender: A horizontal stacked bar chart that displays the total number of shares by a user and the number of external views received on those shares.

• Engagement by Content: A horizontal stacked bar chart that displays the total number of times a document has been shared and the number of external views received on those shares.

You can narrow down the external view statistics through the following filters:

• Date: Allows you to see the engagement statistics for a specific duration.

• User: Allows you to see the engagement statistics for specific users.

• Content Type: Allows you to see the engagement statistics for specific content types.

• Topic: Allows you to see the engagement statistics for documents within a topic.

Outcome

The Outcome tab information related to the opportunities, deals, and revenue generated, and displays the following statistics:

• User Opportunities: The number of products/services by the prospects in the sales funnel.

• Creator Revenue: The amount of revenue generated by the prospects in the sales funnel.

• Sales Funnel: The amount of revenue, classified by active and closed deals.

• Revenue by Close Date: The amount of revenue generated by each quarter. 

• Content Revenue: Estimated amount of revenue generated by documents (that were shared with prospects). 

• Group Revenue: Revenue generated by the organization whose prospects are in the sales funnel.

You can narrow down the revenue statistics through the following filters:

• Close Date: Allows you to see the revenue statistics for a specific duration.

• Group: Allows you to see the revenue statistics of specific teams.

Content Activity

The Content Activity tab lets you see the statistics related to the activities (views and shares) performed on a document. You can find the document you want to see content activity statistics for through the following filters:

• Source

• Team

• Performer (user)

• Topic

• Date (date range, which you can select by dragging the date nodes both ways)

You can see the following statistics for the selected document:

• Number of activities and activity types performed by different users

• A timeline of the activities performed on the document by different users

Top Performing Files

This is source-specific analytics (such as SalesForce) that let you see the top-performing files of that source and analyze the performance at every stage of the purchase life-cycle. You can narrow down your search through the following filters:

• Deal Stage (a stage in the purchase life-cycle as defined on SalesForce)

• Industry

• Topic

• Team

• Date (date range)

You can see the following key statistics for the documents:

• Events and events count by stages

• Attribution by stages

• Status of a lead by stages

Processing

The Processing tab displays the statistics related to the file imports from different sources and of different formats. You can see the following statistics:

• The number of files of different formats imported from each source (a list and a stacked bar chart)

• Recently uploaded files with their status and related information such as date of creation, last modified date, the number of attempts to upload, and so on.

Presenter Activity

The Presenter Activity tab lets you see the statistics related to the activities (views and shares) performed on a document in the Presenter mode. You can find the document you want to see the presenter activity statistics for through the following filters:

• Document Owner

• Date (date range, which you can select by dragging the date nodes both ways)

You can see the following statistics for the selected document:

• Number of activities and activity types performed by different users

• A timeline of the activities performed on the document by different users

Collection Actions

The Collection Actions tab displays the activities for all the collections on your Docurated server in the form of a Mekko chart. You can apply one of the following filters to narrow down the results:

• Action Performed by

• Team

• Action

• Date

When you select a collection, the Breakdown section displays the activity statistics by different users for the collection: