Working with the Content Usage report

Overview

This report gives details about the usage of Content Library contents by user.

Select the applicable tab for your edition of Responsive.

• Working with the Content Usage report

  The Content Usage report has four different tabs. Click each tab to see the information about that type of content.

  

  • Answer Library: The user, how the content was used (applied from the Recommendation Engine, for example), the question, and the date it was used.
  • Document Library: The user, how the file was used (such as embedded, directly attached, LookUp or Auto-Respond), the filename, and the date it was used.
  • Sections: The user, how the section template was used (in a project or Proposal Builder, for example), the section template name, and the date it was used.
  • Catalogs: The user, how the catalog was used, the catalog name, and the date it was used.

  Click an item on the report to view more information about it.

  Filtering and exporting the Content Usage report

  1. Click Filter from the top navigation bar and enter your criteria.
     
  2. Click Apply. The Content Usage report will be displayed as shown below with the filter criteria shown. Click X to remove one of the filters or Clear all to remove them all.
     Note: The filters apply only to the current tab. For example, filters on the Sections tab will not return results from the Answer Library, Document Library and Catalogs.
     
  3. Click Export from the top navigation bar to download the information from that tab as a .xlsx file to your computer.
     

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Working with the Content Usage report

  The Content Usage report has four different tabs. Click each tab to see the information about that type of content.

  

  • Answer Library: The user, how the content was used (applied from the Recommendation Engine, for example), the question, and the date it was used.
  • Document Library: The user, how the file was used (such as embedded, directly attached, LookUp or Auto-Respond), the filename, and the date it was used.
  • Sections: The user, how the section template was used (in a project or Proposal Builder, for example), the section template name, and the date it was used.
  • Catalogs: The user, how the catalog was used, the catalog name, and the date it was used.

  Click an item on the report to view more information about it.

  Filtering and exporting the Content Usage report

  1. Click Filter from the top navigation bar and enter your criteria.
     
  2. Click Apply. The Content Usage report will be displayed as shown below with the filter criteria shown. Click X to remove one of the filters or Clear all to remove them all.
     Note: The filters apply only to the current tab. For example, filters on the Sections tab will not return results from the Answer Library, Document Library and Catalogs.
     
  3. Click Export from the top navigation bar to download the information from that tab as a .xlsx file to your computer.