1. Open Community Workspaces orCommunity Management.
2. Click Engagement orModeration.Note Your admin maps Engagement Insights pages. If the Engagement section isn’tvisible or the Moderationsection doesn’t include any Engagement Insights pages, youradmin hasn’t mapped them yet.Pages with mapped report folders appear when you expand the sections.
3. Click the Engagement Insights page you want to view.To access other Engagement Insights reports, use the dropdown menu.Take action! Only the first two actions are displayed on the page. To see more actions, click next to the displayed actions. You can select up to 100 rows at a time.To filter the report by relative and custom date ranges, use the dropdown date filter. Select one of the following relative date ranges: All Time, This Week, This Month, Last Month, Today, Yesterday, Last 7 Days, and Last 30 Days. You can also enter your own custom date range.To sort the report by a specific column, click the column heading. An arrow on the column indicates whether the report is sorted by ascending or descending order.To edit or customize the report, click to open the report in your internal org. From there you can customize the report to fit your community needs, such as adding or removing columns and updating the report filters.Be sure not to filter the report by Network ID toensure that the report dynamically displays data for the community you viewit from. Adding a Network ID filter causes the report to only show data for the community with that Network ID, regardless of which community you view it in.To edit the actions assigned to a page, click to open the Edit Engagement Insights Actions page.Actions that appear on the Engagement Insights report are displayed based on the data returned in the report. For example, if the report returns data about a user, the Freeze Member andUnfreeze Member actions are displayed. If the report stops returning data, actions aren’t removed. However, when you go to update the actions, we let you know that some are no longer appropriate.Each Engagement Insights report can have its own actions. You can edit these actions at any time, but keep in mind that an Engagement Insights report must have at least one action. Actions displayed in the picklist on the Edit EngagementInsights Actions page are all the available and appropriate actions for your report, including custom actions.
4. To access other Engagement Insights reports, use the dropdown menu.
5. Take action! Only the first two actions are displayed on the page. To see more actions, click next to the displayed actions. You can select up to 100 rows at a time.
6. To filter the report by relative and custom date ranges, use the dropdown date filter. Select one of the following relative date ranges: All Time, This Week, This Month, Last Month, Today, Yesterday, Last 7 Days, and Last 30 Days. You can also enter your own custom date range.
7. To sort the report by a specific column, click the column heading. An arrow on the column indicates whether the report is sorted by ascending or descending order.
8. To edit or customize the report, click to open the report in your internal org. From there you can customize the report to fit your community needs, such as adding or removing columns and updating the report filters.Be sure not to filter the report by Network ID toensure that the report dynamically displays data for the community you viewit from. Adding a Network ID filter causes the report to only show data for the community with that Network ID, regardless of which community you view it in.
9. To edit the actions assigned to a page, click to open the Edit Engagement Insights Actions page.Actions that appear on the Engagement Insights report are displayed based on the data returned in the report. For example, if the report returns data about a user, the Freeze Member andUnfreeze Member actions are displayed. If the report stops returning data, actions aren’t removed. However, when you go to update the actions, we let you know that some are no longer appropriate.Each Engagement Insights report can have its own actions. You can edit these actions at any time, but keep in mind that an Engagement Insights report must have at least one action. Actions displayed in the picklist on the Edit EngagementInsights Actions page are all the available and appropriate actions for your report, including custom actions.