Data

The Intelligence Data section: the nine data sets and their columns, the controls that filter them, choosing columns, and export.

The Data section of the Intelligence portal shows the records behind the Reports as a spreadsheet. Where reports present visual summaries, Data lists each record, such as each task session or each user, so you can look at the detail, choose the columns you need, and export it.

The Data section of the Intelligence portal, showing the sessions data set with its user, product, session date, status, task, solution, and other columns.

The sessions data set in the Data section

Choosing a Data Set

Open Intelligence and click Data, then choose a data set from Report. The controls at the top of the page set what the table shows:

ControlDescription
GroupLimits the data to one user group, or shows All groups. See User Groups.
ReportThe data set to show. See Data Sets.
FieldsThe columns to show. See Choosing Columns.
ExportExports the data set.
Time rangeThe period the data covers, from 1 week to all time.
Show TestsIncludes test sessions.
productLimits the data to a copilot. Not shown for every data set.

Data Sets

Data setContentsColumns include
account_accountAccount-level activity, one row per date.date, users, new_users, customers, new_customers, suppliers, new_suppliers, products, new_products
account_productsThe account's copilots over time.date, product_name, tasks, new_tasks, resources, new_resources, sessions, new_sessions, steps, new_steps, users, new_users
usersThe account's users.user, email, active, last_login_ts, created_ts
customersThe account's customers.user, users, email, active, last_login_ts, created_ts
productsThe account's copilots.product_id, product, status, created_ts
sessionsTask sessions.user, product, session_id, session_date, session_end, status, users, task, solution, escalated, testing, source, language, step_count, duration, skills, parts, parts_used, asset
customer_sessionsCustomers' task sessions.session_date, session_end, session_id, status, product, asset, users, task, solution, escalated, duration, skills, parts, parts_used, source, step_count
resourcesResource usage.product, user, timestamp, resource, usage
customer_resourcesCustomers' resource usage.product, user

Choosing Columns

Click Fields to choose the columns. Select a field's check box to show its column, or clear it to hide the column. Unselect All clears every field. Some fields, such as product_id and task_id on the sessions data set, are hidden until you select them.

The Fields drop-down on the sessions data set, with Unselect All and check boxes for each field, next to the Export button and the time range, Show Tests, and product controls.

The Fields list for choosing columns

To export the data set, click Export.