1.3.3.1. Basic settings (Generation Statistic)

1.3.3. More Statistics 1.3.3.1. Basic settings (Generation Statistic)
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1.3.3.1.1. Filter options

On the main page (first page after opening Statistic), you can find the button More Statistics. After clicking on this button, you reach the dialogs described here. With <- Back you can return to the main page anytime.

Determine Type, Interval and Catalogs of statistic to be created. These basic settings are the same for all types of statistic.

Type
Under Type, select one of the options from Orders, Order items, Files, Billing, Search requests, CIP, RFQ, Infographic, Users, SmartSales or Email domain.
- Orders
  Using the Orders option all orders within the set interval are displayed.
  In the table, from each table line, via link Details, you can optionally reach the view Order details.
  More information can be found under Section 1.3.3.2, “Orders | Order items | Files -- Analyze orders”.
- Order items
  Using the Order items option, each single CAD format is listed for each downloaded part, within the set interval (regardless of whether it's a part or assembly).
  For 2D CAD formats each view is listed separately.
  More information can be found under Section 1.3.3.2, “Orders | Order items | Files -- Analyze orders”.
- Files
  Using the Files option all Order items + Order item components in set interval are displayed.
  If it's about assemblies: Assembly file, part files and in the case of 2D CADs view files in addition.
  If it's about parts: Part file and in the case of 2D CADs derivation files in addition.
  More information can be found under Section 1.3.3.2, “Orders | Order items | Files -- Analyze orders”.
- Billing
  Via Billing you receive a data view which corresponds to the billing. For details on this please see Section 1.3.3.3, “Check billings”.
- Search requests
  Via statistic type Search requests you have various possibilities to analyze search requests on your portal. For details on this please see Section 1.3.3.4, “Search requests -- Analysis”.
- CIP
  Via CIP option you can display the PARTadmin online downloads of your catalog with information on time, version and logged in user performing the download. For details on this please see Section 1.3.3.5, “CIP -- Analyze catalog downloads”.
- RFQ
  Via RFQ option you can display requests for quotation, which have been sent to you concerning a certain component on your portal. For details on this please see Section 1.3.3.6, “RFQ -- Analyze requests for quotation”.
- Infographic
  Infographic shows the most important graphics on parts generation, modalities of search requests, CIP downloads and requests for quotations. For details on this please see Section 1.3.3.7, “Infographic”.
- Users
  Users provides a list of portal users within a specified interval. For details on this please see Section 1.3.3.8, “Users -- Analyze portal users within a specified interval”.
- Smart Sales
  Smart Sales shows downloads grouped according to companies. For details on this see Section 1.3.3.9, “Smartsales”.
- Email domain
  Email domain performs a search only with domain name. For details on this see Section 1.3.3.10, “Email domain”.
Interval
In the Interval area, either determine the interval with the help of list field options (Today, Yesterday, etc.) or via calendar function (From - To). Via minus and plus button, you can easily adjust the interval.
Catalogs
In the Catalogs area, determine the catalogs to be included in the statistic.
Note
For the most customers there is only one catalog available. This one is already selected. So you don't have to perform any settings.
The procedure explained in the following applies if there is more than one catalog available: All available catalogs are displayed under Available items on the left. Catalogs determined for the statistic are displayed under Selected items on the right.
Different filter options ease the selection.
- Business units:
  Via list field select one or more business units. The display is adjusted dynamically with each change.
  Tip
  With the uppermost checkbox you can remove or set all checkmarks. Afterwards perform a fine tuning - if needed.
- Filter
  Insert the first letter(s) or the complete catalog name of desired catalog. The display is adjusted dynamically with each change.
- All LIVE catalogs: The statistic is created for all LIVE catalogs. All other filter options are hidden.
Catalog selection via arrow keys
- Selection of a single catalog:
  Move selected catalog by clicking one of these buttons.
- Selection of several catalogs:
  Via Ctrl key, select desired catalogs.
- Selection of all displayed catalogs:

Once all settings are done start the statistic generation by clicking on Search or Extended search.

	Note
	Before starting the generation please check, if at least one catalog is displayed in the right dialog area.

	Note
	The statistic generation for a bigger amount of catalogs may take some time.

	Note
Using Extended search there will be no search performed in the first step, in order for you to be able to set filters first. See Section 1.3.3.1.1, “Filter options”. On the next dialog page you can set the same filters afterwards just as well via More filters.

Note

Using Extended search there will be no search performed in the first step, in order for you to be able to set filters first. See Section 1.3.3.1.1, “Filter options”.

On the next dialog page you can set the same filters afterwards just as well via More filters.

	Note
On the next dialog page you can analyze the statistic in table form and/or in chart form.

Note

On the next dialog page you can analyze the statistic in table form and/or in chart form.

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