Focus: The focus of this self-help article is information about Content usage reporting.
What is Content Usage reporting?: Content reporting can be used to find out how many times your templates and content library items has been used for your PandaDoc documents. This includes any templates that you use for your CRM integrations with PandaDoc. You can search by date ranges and provides a list of the content names, times used and who the content was created by.
Feature availability: Enabled for Enterprise plan by default. This feature is available in our in Add-on Store. Please go to the “Add-on Store” found on the bottom left of your account to locate and enable. Click here to learn more about the Add-on Store.
Data collecting dates: For Templates, this includes all dates, even if you have a very old PandaDoc account. For Content Library items, our application starting collecting data on: 04-18-2016.
Step 1: Accessing reporting. Once your account has gained access, you can find reporting by clicking on the “Reports” icon on the left side of your PandaDoc account.
Step 2: Select which type of content. On the left side, you can choose reporting options for “Templates” and “Content Library Items”.
Step 3: Date filters. On the right side, you will see “Dates”. Click on this to access the Calendar option. On the left side is the “From” and the right side is “To”. For this example, we will be searching for items used in the time period between Sunday, April 3, 2016 to Tuesday, May 3, 2016.
Step 4: Details included in the report. Within the selected time period, you will see a list of items with the following information, “Title,” “Number of Times Used,” Percentage of Usage,” and who “Created.”
– Creating a Template in PandaDoc: https://www.pandadoc.com/faqs/create-first-template-via-pandadoc-editor/
– Content Library Items in PandaDoc: https://www.pandadoc.com/faqs/content-library-use/