User Guide

Presenter

The Presenter page displays the presenter and marketing analysis in their respective tabs. Both types of analytics are available for a maximum of 30 days. 

Presenter Analytics

The Presenter Analytics tab displays the analytics related to a document or a collection you have shared. You can narrow down analytics results through the following filters:

  • Asset Type: Document or collection

  • Time Frame: Past 24 hours, 7 days, 15 days, 30 days, or a custom date range

  • User Groups: User groups classified in your organization based on privileges

  • Users: The user(s) who shared documents/collections

The Presenter Analytics tab displays the following information: 

  • Views: The total number of views on all the listed documents/collections. 

  • Recipients: The total number of unique recipients of all the listed documents/collections.

  • Document/Collection Shared: The total number of unique shares of all the listed documents/collections. 

  • Document/Collection Viewed: The total number of unique views on all the listed documents/collections. 

  • Downloads: The total number of times the listed documents/collections have been downloaded.

  • Time: The total time spent by users on the listed documents/collections.

Below the analytics statistics, based on your selections, the Presenter Analytics tab lists all the instances when a document/collection was shared with a unique recipient.

Additionally, the Presenter Analytics tab also provides options to share, present, and update a document/collection as well as displays the following additional information for the listed documents/collections:

  • Recipient: Email address of the recipient of the document. 

  • Campaign: Name of the campaign the document is a part of.

  • Date of Creation

  • Viewed Percentage: The percentage of the document viewed by the recipient(s).

  • Sender: The user who shared the document. 

Section Analytics

Under Presenter Analytics, you can also view the section analytics of a document if available (given the document is in iDoc format and has at least one section). To access section analytics of a document, select the document name in the listed results and Docurated opens section-level statistics (activity and duration).

Additional Actions

You can perform the following additional actions on the presenter analytics results:

  • Group by File: Allows you to merge all the listed instances of a file when the file was opened by different users. When you double-click on a listed file with merged instances, Docurated opens a new page to list all the instances of the file.

  • Show Unopened: Allows you to filter the list to display only the instances of a file when a recipient did not open the file. 

  • Export: Allows you to download a report of the Presenter Analytics on your local machine in the CSV format.

  • Shared Link: Allows you to see the analytics for a particular file you shared via Link.

Marketing Analytics [Admin]

The Marketing Analytics tab displays the analytics related to the campaigns and platforms your Docurated server is integrated with. You can narrow down analytics results through the following filters:

  • Time Frame: Past 24 hours, 7 days, 15 days, 30 days, or a custom date range

  • Campaign(s)

  • Platforms(s) 

  • Sender(s)

  • Recipient(s)

     

The Marketing Analytics tab displays the following information:

  • Views: The total number of views on all the listed documents. 

  • Recipients: The total number of unique recipients of all the listed documents.

  • Downloads: The total number of times the listed documents have been downloaded.

  • Time: The total time spent by a user on the listed documents.

Marketing Analytics data is accessible only to a user with marketing administrator privileges, which is assigned by the system administrator of your Docurated server.