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    Pivot Admin Reports and Statistics

    • Product: Pivot

    Admin Menu


    When you click on the Admin tab in Pivot, you will see a menu of options which include Reports.

    By default the first report under the Reports menu (Pivot Usage and Activity Stats) is displayed on the page, but you can click on any of the menu items to display the list of options for each.

    There are five areas of reports available to you in Pivot:

    Usage and Activity Stats | Funding Alerts | Funding Oppts | Accounts | Profiles

    Usage and Activity Stats


    This reports provides administrators with a view to page views and visits/session to their institutions Pivot account.

    Pivot Usage reports can be displayed in either a Daily and Monthly view for both page views and visits/sessions.

    This new reporting structure provides many advantages for Admins:

    • Date Ranges can be reviewed either Daily or Monthly
    • Date selection is not restricted to 30 days
    • Totaling monthly results are no longer a manual process, the reports do it for you. 

    How to use this report:

     

    • On the upper left you will see the date range options
    • Reports display a rolling window of activity in both days and months. Select Daily or Monthly
    • Using the Calendars on the right, select your date range
    • Reports will automatically update once the selection is made

     
    The top of the report displays a graph of the date range you have selected. By moving the sidebar slider down, you will see the same information by the numbers (which correlate with the graph) above.

    Other report options that also use this display include; Funding Activity Stats, Funding Searches, and Profile Claims and searches stats.

    Page Views

    Pivot_Admin_Reports_and_Statistics-image1.jpg 
    Graphic – Daily view
    Pivot_Admin_Reports_and_Statistics-image2.jpg

    By Numbers – Daily view

    Pivot_Admin_Reports_and_Statistics-image3.jpg

    Graphic – Monthly view

    Pivot_Admin_Reports_and_Statistics-image4.jpg

     
    Pivot Usage stats incorporates users navigating throughout the program (viewing profiles, running searches, accessing various sections of their home page) as well as users accessing specific funding opps from funding alert emails.

    Visits or Sessions follow the same format as e Page Views.
    Pivot_Admin_Reports_and_Statistics-image5.jpg
     

    Funding Alert Reports

    Funding Alerts are run every Sunday night, Eastern time. For example, if you select “June 12, 2011,” then you’ll be viewing statistics and information that was included in the June 12, 2011 alert run (which notified users of opportunities that were added or significantly updated — and match their search — for the previous 7 days)
    Alert History - By Opportunity
    • By default, the most recent funding alert history view by opportunity will be displayed. Click on the three previous dates to view the history by opportunity for that specific week.
    • For each date, you’ll see a list of opps that were sent out in the alert run for the week you’re viewing. There is a link to the opp, the corresponding Sponsor, and a hyperlinked number that, when clicked, will show you the names of the people at your institution that received that opp in their alert.
    • Use the search box to locate the alert history for a group of opps (ex: searching on “cancer” will display all funding opps with Cancer in the opp title that were included in a funding alert for the week) or a specific opp.
      Pivot_Admin_Reports_and_Statistics-image6.jpg

    Alert History - By Person
    • Select the week you wish to view the alert history for.
    • Click the View By Person radio button to switch from the default funding alert history by opportunity or use the search box to search by last name.
    • You will see the list of people who received funding alerts for the selected week. If the person’s name is linked, you can click on the name to view the profile. Click on the number of alerts to view the list of funding opportunities for which an individual received an alert in the selected week.
    • To view the funding alerts received by a specific person, type in a user’s last name in search box.” You’ll see a list of possible name matches at your institution along with the number of alerts for the week. Click on the number of alerts to view the list of funding opportunities for which an individual received an alert in the selected week.

    Alert Statistics
    • Click on the Alert Statistics option to display various statistics on Funding Alerts for your institution. The statistics cover Account statuses by week and Account activity by week.
    • Click on any of the hyperlinked numbers view additional details.
    • Click on the information button User-added image for a definition of each alert statistic.
      Pivot_Admin_Reports_and_Statistics-image7.jpg

    Funding Opp Reports


    There are five funding opportunities reports available:

    1. Active Opportunities: Opportunities your faculty currently have on their active lists (can be viewed by opportunity or by person and can be exported to Microsoft Excel or Open Office).

    These numbers change frequently as your users add and remove opps from their lists.

    Pivot_Admin_Reports_and_Statistics-image8.jpg

     

    1. Tracked Opportunities: Opportunities your faculty currently have on their tracked lists (can be viewed by opportunity or by person and can be exported to Microsoft Excel or Open Office).

    These numbers can change frequently as your users add and remove opps from their lists.

    Pivot_Admin_Reports_and_Statistics-image9.jpg

     

    1. Opportunities You Shared: An archive of opportunities you shared with others (beyond the 60-day history available from your home page). This can be viewed by opportunity or by person and can be exported to Microsoft Excel or Open Office.

      Pivot_Admin_Reports_and_Statistics-image10.jpg
    2. Funding Activity Stats: This report does not provide information on the actual opportunities or searches just on how many times your faculty engaged in these activities. The Funding Activity Stats report can be displayed in either a Daily and Monthly view. This new reporting structure provides many advantages for Administrators:
    • Date Ranges can be reviewed either Daily or Monthly
    • Date selection is not restricted to 30 days
    • Totaling monthly results are no longer a manual process, the reports do it for you.

    How to use this report:

    • On the upper left you will see the date range options
    • Reports display a rolling window of activity in both days and months.Select Daily or Monthly
    • Using the Calendars on the right, select your date range
    • Reports will automatically update once the selection is made

    The top of the report displays a graph of the date range you have selected. By moving the sidebar slider down, you will see the same information by the numbers (which correlate with the graph) above.

    Pivot_Admin_Reports_and_Statistics-image11.jpg

     

    1. Funding Searches: Like Funding Activity Stats, a report can be run for both Quick Search and Advanced Funding Searches in both dialy and monthly views.
      Funding Notes: displays a list of funding opportunities with notes you have posted or a list of opportunities with notes posted by other administrators in your institution. This list can be exported to Microsoft Excel or Open Office.
      Pivot_Admin_Reports_and_Statistics-image12.jpg

    Accounts Reports

    User Accounts

    In the User Accounts report you can:

    • View the names of account holders at your institution.
    • Identify if a user account is linked to a Pivot profile
    • Claim a Pivot profile on behalf of a user
    • Send a password reset email to a user
    • Create a Pivot account on behalf of a user
    • Export a list of user accounts

    Pivot_Admin_Reports_and_Statistics-image13.jpg

    To identify who has a Pivot account and whether it is linked to a profile:

    • From the User Accounts area, enter a last name in the search box or click on a letter to view all accounts starting with a specific letter.  By default a list of all accounts is displayed.
    • If the user’s name is displayed in blue, this indicates the account is linked to a profile.  You can click on the name to view the profile.
    • If the user’s name is displayed in gray, the account is not linked to a profile and you will see a blue “claim profile” link to the right.

    The claim profile link does not definitively indicate that a profile exists for the person — it merely allows you to go through the process of claiming (or submitting a request) for a profile.

    To claim a Pivot profile on behalf of a user:

    • From the User Accounts area, enter a last name in the search box or click on a letter to view all accounts starting with a specific letter. If the user’s name is displayed in blue, this indicates the account is linked to a profile. You can click on the name to view the profile.
    • If the user’s name is displayed in gray, the account is not linked to a profile and you will see a Claim profile link. Clicking on the link will display a name (or list of names) of profiles to choose from. Click Claim this profile for the profile you want to link the account to. If the email address in the profile is different from the email address on the Pivot account, you will receive a warning message. Click Ok to continue. The profile and account are linked instantly. If no profile exists, create a profile on behalf of a user.

     
    To reset a user password or resend an account validation email:

    • Locate the user’s account by conducting a search in the Accounts area.
    • Click the Send email link located to the far right of the user’s name and email address. A verification email is sent with the login name and a link to create a new password. This process of creating a new password will also validate any new account previously not confirmed by a user.

     
    To create a new Pivot account on behalf of a user:

    • On the User Accounts Report, click the Create account link in the upper right corner of the page.
    • Enter the user’s name and email address (which will serve as their login name) and click Create account. The person for whom the account was created receives an email with a link to create a password. This link also validates the account.

    To export a list of accounts:

    • Select User Accounts from the reports menu.
    • Enter a last name in the search box and click the search icon User-added image or click on a letter to view all accounts starting with a specific letter.
    • In the upper right corner of the page, click Export to Excel. You will be prompted by your browser to download or save the file. The report will contain the user’s name, email address, date the account was created and indicate if their Pivot profile was claimed.

    New Accounts

    In the New Accounts area you can:

    • View the names of Pivot account holders at your institution who created their account in the last 90 days.
    • Identify if a new account is linked to a Pivot profile
    • Claim a Pivot profile on behalf of a user
    • Send a password reset email to a user
    • Create a Pivot account on behalf of a user
    • Export a list of new user accounts
      Pivot_Admin_Reports_and_Statistics-image14.jpg

    To identify new Pivot accounts that have been created in the past 90 days:

    • From the Accounts section of the Reports menu, click New Accounts
    • New accounts are listed in alphabetical order by last name on the account. If the user’s name is displayed in blue, this indicates the account is linked to a profile. You can click on the name to view the profile 


    To claim a Pivot profile on behalf of a user:

    • If the user’s name on the New Accounts report is displayed in blue, this indicates the account is linked to a profile.  You can click on the name to view the profile.
    • If the user’s name is displayed in black, the account is not linked to a profile and you will see a Claim profile link. Clicking on the link will display a name (or list of names) of profiles to choose from. Click Claim this profile for the profile you want to link to the account. If the email address in the profile is different from the email address on the Pivot account, you will receive a warning message. Click Ok to continue. The profile and account are linked instantly. If no profile exists, click Suggest a scholar to request a profile on behalf of a user.

     
    To reset a user password or resend an account validation email for a new accountholder:

    • From the Accounts area of the Reports menu, click New Accounts
    • Click the Send email link located to the far right of the user’s name and email address. A verification email is sent with the login name and a link to create a new password. This process of create a new password will also validate any new account previously not confirmed by a user.

     
    To create a new Pivot account on behalf of a user:

    • In the Accounts area of the Reports menu, click New Accounts
    • Click the Create account link.
    • Enter the user’s name and email address (which will serve as their login name) and click Create account. The person for whom the account was created receives an email with a link to create a password. This link also validates the account.

     
    To export a list of new accounts:

    • From the Accounts area of the Reports menu, click New Accounts
    • In the upper right corner of the page, click Export to Excel.You will be prompted by your browser to download or save the file. 

    Profile Reports


    Profile reports includes:

    1. Profile Claims: The number of profiles claimed by faculty and the number of profiles claimed by Research Administrators can be displayed in either a Daily and Monthly view.
      This new reporting structure provides many advantages for Administrators:
    • Date Ranges can be reviewed either Daily or Monthly
    • Date selection is not restricted to 30 days
    • Totaling monthly results are no longer a manual process, the reports do it for you.

    How to use this report:

    • On the upper left you will see the date range options
    • Reports display a rolling window of activity in both days and months. Select Daily or Monthly
    • Using the Calendars on the right, select your date range
    • Reports will automatically update once the selection is made

    The top of the report displays a graph of the date range you have selected. By moving the sidebar slider down, you will see the same information by the numbers (which correlate with the graph) above.
    Pivot_Admin_Reports_and_Statistics-image15.jpg

     

    1. Profile Searches: The number of advanced or quick profile searches conducted can be displayed in either a Daily and Monthly view.
      This new reporting structure provides many advantages for Admins:
    • Date Ranges can be reviewed either Daily or Monthly
    • Date selection is not restricted to 30 days
    • Totaling monthly results are no longer a manual process, the reports do it for you.

    How to use this report:

    • On the upper left you will see the date range options
    • Reports display a rolling window of activity in both days and months.Select Daily or Monthly
    • Using the Calendars on the right, select your date range
    • Reports will automatically update once the selection is made

    The top of the report displays a graph of the date range you have selected. By moving the sidebar slider down, you will see the same information by the numbers (which correlate with the graph) above.
    Pivot_Admin_Reports_and_Statistics-image16.jpg

     


    • Article last edited: 05-April-2018
    • Old Article Number: 9984
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