Example: Download the Number of Sessions That Reach an End Screen

To determine the total number of sessions that reach an end screen in a particular time period, you can download and combine Sessions by date data and Interview screens by type of visit data.

For example, to determine the total number of sessions that reach the Summary and Further Information end screen of the Copyright Permissions project for the 2022 calendar year you could:

  1. In Intelligent Advisor Hub, navigate to the Deployments Page.
  2. Click the Copyright Permissions deployment name.
  3. On the deployment details page, click on the Screens visited chart.
  4. Click the Actions menu and select Download chart data.
  5. In the Download chart data dialog select the following settings:
    • Download: Sessions by date
    • Include: Non-agent interviews
    • Group by: Month
    • From: 2022-01-01
    • To: 2022-12-31

    The Download Chart Data dialog showing the download settings for sessions by date

  6. Click Download. The file will be downloaded as a CSV (comma-separated value) file.
  7. Open the file in Excel and add a TOTAL cell to calculate the number of sessions in the 12 month period. For example, =SUM(C2:C13). This shows that 94 sessions were created in 2022.

    A report downloaded from Intelligent Advisor Hub showing number of sessions created
  8. Back in Intelligent Advisor Hub in the Download chart data dialog, now select:
    • Download: Interview screens by type of visit
    • Include: Non-agent interviews
    • Group by: Screen Name
    • From: 2022-01-01
    • To: 2022-12-31

    The Download Chart Data dialog showing the download settings for interview screens by type of visit

  9. Click Download.
  10. Open the downloaded file in Excel.

    A report downloaded from Intelligent Advisor Hub showing number of sessions created

    The third column shows the Sessions visiting screen (%). This report shows that 31.9149% of sessions reached the Summary and Further Information end screen.
  11. Combining the information from the two reports, we can determine that 31.9149% of 94 sessions reached this final screen. This is equivalent to 30 sessions.

Tip: Similar charts are also available using the Statistics REST API.


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