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Analytics & Insights

Review Trust Center usage trends, top documents, contact activity, account activity, and search volume. Learn the workflows, permissions, screenshots, and…

Analytics & Insights

The Analytics page summarizes how people use your Trust Center.

Access

  • Admin
  • Account Manager
  • Content Manager
  • Viewer

Summary Cards

The top row shows four trend cards for the selected period:

  • Total document views
  • Total downloads
  • Active contacts
  • Total searches

Each card compares the current period with the previous period.

Time Ranges

The UI includes quick filters for:

  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Month to date
  • Last month
  • Year to date
  • Last year

Detailed Sections

Below the summary cards, the page breaks analytics into four practical views:

  • Document analytics: views and downloads per document
  • Contact activity: which contacts accessed documents and when
  • Account activity: usage grouped by account
  • Search analytics: popular search queries and total search count

How is this guide?

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