Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Viewing Pivot Reports and Statistics

    This page is intended for administrators, only.

    Pivot provides several areas and kinds of reports and statistics for administrators on the following pages.

    Pivot Usage and Activity Stats

    Admin > Reports > Pivot Usage and Activity Stats

    Daily and monthly summary along with a rolling 30-days of page views and sessions.

    pivot_usage_and_activity_statistics.png

    Pivot Usage and Activity Statistics
    • Select Daily or Monthly for the data point and select the date range.
    • Scroll each chart down to see data for each data point as well as the total number of pages / sessions on that date/month.

    Funding Alerts

    Funding Alert Report

    Admin > Reports > Funding Alerts > Alert History

    Weekly statistics on users receiving alerts about funding opportunities, by opportunity and by user.

    funding_alert_report.png

    Funding Alert Report
    • Select a tab to see a different week of information.
    • Select View by Opportunity to see the opportunities and number of people receiving alerts for them. You can search for opportunities that match a text string. Select an opportunity to open it. Select the number at the end of a row to see the users who received the alerts.
    • Select View by Person to see a list of users and the number opportunities for which they have received alerts. Select the user name to see the user's profile or select the email address to contact the user. You can search for users whose user names match a text string.

    Alert Statistics

    Admin > Reports > Funding Alerts > Alert Statistics

    Weekly statistics on funding alerts according to various user and alert types.

    alert_statistics.png

    Alert Statistics
    • Select the ? at the start if any row to see more information about what the row contains.
    • Select the value in any cell to see the users for which that cell is relevant.
    • Select Older> to see additional weeks.

    Funding Opps

    Active Opps Report

    Admin > Reports > Funding Opps > Active Opps

    Funding opportunities currently marked as active, by opportunity and by user.

    active_opps_report.png

    Active Opps Report
    These numbers change frequently as your users add and remove opportunities from their lists.
    • Select View by Opportunity to see the opportunities and number of people who marked them active. Select an opportunity to open it. Select the expand icon at the beginning of the row or select the number at the end of a row to see the users who received the alerts.
    • Select View by Person to see a list of users and the number opportunities that they marked as active. Select the user name to see the user's profile. Select the expand icon at the beginning of the row or select the number at the end of a row to see the opportunities.
    • Select Export to Excel to export the list on the page to a CSV file.

    Tracked Opps Report

    Admin > Reports > Funding Opps > Tracked Opps

    Funding opportunities currently marked as tracked, by opportunity and by user.

    tracked_opps_report.png

    Tracked Opps Report
    These numbers change frequently as your users add and remove opportunities from their lists.
    • Select View by Opportunity to see the opportunities and number of people who marked them active. Select an opportunity to open it. Select the expand icon at the beginning of the row or select the number at the end of a row to see the users who received the alerts.
    • Select View by Person to see a list of users and the number opportunities that they marked as active. Select the user name to see the user's profile. Select the expand icon at the beginning of the row or select the number at the end of a row to see the opportunities.
    • Select Export to Excel to export the list on the page to a CSV file.

    Shared Opps Report

    Admin > Reports > Funding Opps > Opps You Shared

    Funding opportunities that were shared, by opportunity and by user (recipient).

    shared_opps_report.png

    Shared Opps Report
    • Select View by Opportunity to see the opportunities and number of people who received them. Select a year / month to see a shares for that month (months with no sharing are not selectable). Select an opportunity to open it. Select the expand icon at the beginning of the row or select the number at the end of a row to see the users who received the opportunity.
    • Select View by Person to see a list of users and the number opportunities that they received. Select a year / month to see shares for that month (months with no sharing are not selectable). Select the user name to see the user's profile. Select the expand icon at the beginning of the row or select the number of shares in a row to see the opportunities.
    • Select Export to Excel to export the list on the page to a CSV file.

    Funding Activity Stats

    Admin > Reports > Funding Opps > Funding Activity Stats

    Daily and monthly stats on funding opportunity activity.

    funding_activity_stats.png

    Funding Activity Stats
    • Select Daily or Monthly for the data point and select the date range.
    • Scroll each chart down to see data for each data point as well as the total number of actions performed on that date/month.

    Funding Searches

    Admin > Reports > Funding Opps > Funding Searches

    Daily and monthly stats on quick and advanced searches for funding opportunities.

    funding_searches.png

    Funding Searches
    • Select Daily or Monthly for the data point and select the date range.
    • Scroll each chart down to see data for each data point as well as the total number of searches performed on that date/month.

    Funding Note Report

    Admin > Reports > Funding Opps > Funding Notes

    Funding opportunities with notes added by you or any administrator.

    funding_note_report.png

    Funding Note Report
    • Select Opps with my notes to see all opportunities to which you added notes. Select All opps with notes to see all opportunities to which any administrator added notes.
    • Select the magnifying glass at the beginning of a row to see more information about that opportunity, or select the opportunity title to open the opportunity.
    • Select Export to Excel to export the list on the page to a CSV file.

    Accounts

    User Accounts Report

    Admin > Reports > Accounts > User Accounts

    On the User Accounts Report page you can see all user accounts.

    user_accounts_report.png

    User Accounts Report
    • Search for a last name or select the first letter of the last name to see all matching users.
    • Select a user's name to view their profile.
    • If the user is not linked to a profile, select Claim Profile to associate a user account to a profile. See Claiming or Creating Your Profile.
    • Select send email to email the user.
    • Select the delete icon to delete a user account. Note that this does not delete the user profile.
    • Select make admin to add administrator privileges to the user, making the user an administrator. See Managing User Administrator Privileges.
    • Select Create account to add a new user. See Adding Users.
    • Select Export to Excel to export the list on the page to a CSV file.

    User Accounts Created in Last 90 Days

    Admin > Reports > Accounts > New Accounts

    user_accounts_created_in_last_90_days.png

    User Accounts Created in Last 90 Days
    • Select a user's name to view their profile.
    • If the user is not linked to a profile, select Claim Profile to associate a user account to a profile. See Claiming or Creating Your Profile.
    • Select send email to email the user.
    • Select Create account to add a new user. See Adding Users.
    • Select Export to Excel to export the list on the page to a CSV file.

    Profiles

    Profile Claims

    Admin > Reports > Profiles > Profile Claims

    Daily and monthly stats on profile claims.

    profile_claims.png

    Profile Claims
    • Select Daily or Monthly for the data point and select the date range.
    • Scroll each chart down to see data for each data point as well as the total number of profiles claimed on that date/month.

    Profile Searches

    Admin > Reports > Profiles > Profile Searches

    Daily and monthly stats on quick and advanced searches for profiles.

    profile_searches.png

    Profile Searches
    • Select Daily or Monthly for the data point and select the date range.
    • Scroll each chart down to see data for each data point as well as the total number searches for profiles on that date/month.

    Papers

    Statistics pages about publications and grants can be found in the Admin > Statistics area of the Admin menu.

    Overview

    TBD

    Publications

    Admin > Statistics > Publications

    Publications that are associated with Pivot profiles.

    Grants

    Admin > Statistics > Grants

    Grants that are associated with Pivot profiles.

    • Was this article helpful?