Filter Sales Navigator Usage Reports

Last updated: 2 years ago

Who can use this feature?

Usage Reporting is available only for Sales Navigator Advanced and Sales Navigator Advanced Plus users.

If you're an admin, you can filter Sales Navigator usage data on the Usage Reporting tab.

To filter Usage Reports:

  1. Sign in to Sales Navigator.

  2. Click Admin and then Usage Reporting.

  3. Click Usage and use the following options to filter the usage reports:

    • Date range: By default, Usage Reporting shows data for the last 30 days. To change the date range, click the down arrow and select a custom date range, or choose from one of our predetermined date ranges (last 7 days, last 30 days, and last 90 days).
    • Groups and users: By default, Usage Reporting will include all users. To filter by groups or users, click the down arrow next to All, and select the groups or users you’d like to view. 
    • Persona - By default, Usage Reports will include data for all employees. To choose a specific persona, click the down arrow to view and select a persona. The dropdown menu lists all default personas and those created by you. You cannot see personas created by other admin users or any end user.

    Important to know

    The Persona filter is not supported with PowerBI, Tableau, CSV Download, and APIs.

  4. Click Clear filters to return your report to the default criteria.

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