Work with reports work-with-reports

The reporting capability is instrumental in assessing Brand Portal usage, and knowing how internal and external users interact with approved assets. Administrators can view Brand Portal Usage report, which is always available on Asset Reports page. However, reports for user logins and assets downloaded, expired, published, and assets shared through links can be generated and viewed from Asset Reports page. These reports are helpful in analyzing asset deployment, which let you derive key success metrics to measure the adoption of approved assets within and outside your organization.

The report management interface is intuitive and includes fine-grained options and controls to access saved reports. You can view, download, or delete reports from the Asset Reports page, where all previously generated reports are listed.

View reports view-reports

To view a report, follow these steps:

  1. From the toolbar at the top, tap/click the Experience Manager logo to access administrative tools.

  2. From the administrative tools panel, click Create/Manage Reports to open Asset Reports page.

  3. Access Usage report and other generated reports from Asset Reports page.

    note note
    Usage report is a default report generated in Brand Portal. It can not be created or deleted. However, you can create, download and delete the Download, Expiration, Publish, Link Share, and User Logins reports.

    To view a report, click the report link. Alternatively, select the report, and tap/click the View icon from the toolbar.

    Usage Report displays information about the number of active Brand Portal users, the storage space occupied by all the assets, and the total assets count in Brand Portal. The brand portal users who are not assigned to any product profile in the Admin Console are considered as inactive users and are not reflected in the Usage Report.
    The report also displays the permitted capacity for each of these information metrics.

    User Logins report gives information about the users who logged in to Brand Portal. The report shows display names, email IDs, personas (admin, viewer, editor, guest), groups, last login, activity status, and login count of each user from Brand Portal 6.4.2 deployment until the time of report generation.

    Download report lists and details about all the assets downloaded in a specific date and time range.

    note note
    The assets Download report displays only the assets that were individually selected and downloaded from Brand Portal. If a user has downloaded a folder containing assets, the report does not display the folder or the assets inside the folder.

    Expiration report lists and details all the assets that expired in a specific time frame.

    Publish report lists and gives information about all the assets that are published from Experience Manager Assets to Brand Portal in a specified time frame.

    note note
    Publish Report does not display information about content fragments, as the content fragments cannot be published to the Brand Portal.

    Link Share report lists all the assets shared through links from Brand Portal interface in a specific time frame. The report also informs when was the asset shared via link, by which user, when does the link expire, and the number of shared links for the tenant (and users with whom the asset link was shared). The columns of Link Share Report are not customizable.

    note note
    The Link Share Report does not display users who have access to the asset shared via the link or have downloaded the asset through the link.
    For tracking downloads through the shared link, you need to generate download report after selecting Only Link Share Downloads option on Create Report page. However, user (Downloaded by) is anonymous in this case.

Generate reports generate-reports

Administrators can generate and manage the following standard reports, once generated, they are saved to be accessed later:

  • User Logins
  • Download
  • Expiration
  • Publish
  • Link Share

The columns in the Download, Expiration, and Publish report can be customized for viewing. To generate a report, follow these steps:

  1. From toolbar at the top, tap/click the Experience Manager logo to access administrative tools.

  2. From the administrative tools panel, tap/click Create/Manage Reports to open Asset Reports page.

  3. In the Asset Reports page, tap/click Create.

  4. From the Create Report page, select a report to create, and tap/click Next.

  5. Configure report details. Specify title, description, folder structure (where report needs to run and generate statistics), and date range for Download, Expiration, and Publish reports.

    Whereas, Link Share Report only needs the title, description, and date range parameters.

    note note
    Special characters # and % in report title are replaced by a hyphen (-) on the report generation.
  6. Tap/click Next, to configure the columns of Download, Expiration, and Publish reports.

  7. Select or deselect the appropriate checkboxes as required. For example, to view names of users (who downloaded assets) in Download report, select Downloaded By. The following image illustrates selecting default columns in Download report.

    You can also add custom columns to these reports to display more data for your custom requirements.

    To add custom columns to Download, Publish or Expiration report, follow these steps:

    1. To display a custom column, tap/click Add within Custom Columns.

    2. Specify name of the column in Column Name field.

    3. Select the property to which the column needs to map to, using property picker.

      Alternatively, type the path in the property path field.

      To add more custom columns, tap/click Add and repeat steps 2 and 3.

  8. Tap/click Create. A message notifies that report generation has been initiated.

Download reports download-reports

To save and download a report as .csv file, do one of the following:

  • Select a report on Asset Reports page, and tap/click Download from the toolbar at the top.

  • From Asset Reports page, open a report. Select Download option from the top of the report page.

Delete reports delete-reports

To delete an existing report, select the report from Asset Reports page and tap/click Delete from the toolbar at the top.

Usage report cannot be deleted.